Welcome to our dedicated page for WELLTOWER SEC filings (Ticker: WELL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Welltower Inc. SEC filings document the public-company record for a NYSE-listed health care real estate owner and its operating subsidiary, Welltower OP LLC. The disclosures cover operating results and supplemental information for senior housing and wellness housing communities, funds from operations, same-store net operating income and other portfolio metrics tied to the company’s real estate platform.
Material-event filings describe credit agreements, unsecured revolving facilities, shelf registration activity, resale and OP unit share issuance, at-the-market equity programs and NYSE-registered common stock and note guarantees. Proxy materials cover board matters, executive compensation programs and shareholder voting, while governance disclosures frame the company’s capital structure and operating model.
Welltower Inc. reported second-quarter 2026 net income attributable to common stockholders of $445.0 million, or $0.61 per diluted share, compared with $301.9 million, or $0.45 per diluted share, a year earlier. Quarterly normalized FFO attributable to common stockholders was $1.60 per diluted share, a 25.0% increase over the prior year. Total portfolio same store NOI (SSNOI) grew 15.5% year over year, led by the Seniors Housing Operating portfolio with 20.5% SSNOI growth and 9.2% organic same store revenue growth, driven by approximately 330 basis points of occupancy improvement and 5.2% growth in revenue per occupied room.
Year-to-date, Welltower closed or had under contract $15.5 billion of pro rata gross investments, including $6.3 billion in the second quarter, and completed $843 million of pro rata dispositions and loan repayments in the quarter, or $3.6 billion year-to-date. As of June 30, 2026, net debt to Adjusted EBITDA was 2.99x and available liquidity was approximately $9.5 billion. In July, the company issued C$1.15 billion of senior unsecured notes with a weighted-average coupon of 3.95%.
The Board of Directors approved a 15% increase in the quarterly dividend to $0.85 per share, payable August 20, 2026. For full-year 2026, net income guidance was revised to $3.11–$3.19 per diluted share, while normalized FFO guidance was increased to $6.36–$6.44 per diluted share, based on expected blended SSNOI growth of 13.75% to 16.00% and planned dispositions of $1.1 billion over the next twelve months.
Welltower OP LLC issued C$750,000,000 aggregate principal amount of 3.850% Notes due 2031 and C$400,000,000 aggregate principal amount of 4.150% Notes due 2033 on July 13, 2026. The Notes are fully and unconditionally guaranteed on a senior unsecured basis by Welltower Inc.
Interest on both series is payable semiannually in arrears on February 15 and August 15 of each year, commencing February 15, 2027. The 2031 Notes mature on August 15, 2031 and the 2033 Notes mature on August 15, 2033. The Company intends to use the net proceeds for general corporate purposes, including repayment of debt and funding a pipeline of investment opportunities in healthcare and seniors housing properties, with temporary investment in short-term, investment grade, interest-bearing securities, certificates of deposit or indirect or guaranteed obligations of the United States.
Welltower Inc. through its subsidiary Welltower OP LLC is offering C$750,000,000 of 3.850% notes due 2031 and C$400,000,000 of 4.150% notes due 2033, with a full unconditional senior unsecured guarantee by Welltower Inc.
The offering price is approximately C$1,149,719,000 before expenses, expected net proceeds are approximately C$1.142 billion, and settlement is expected on or about July 13, 2026. Net proceeds are intended for general corporate purposes, including repayment of debt and funding investments in healthcare and seniors housing.
Welltower OP LLC is offering two series of Canadian dollar notes, each fully and unconditionally guaranteed by Welltower Inc. The prospectus supplement dated July 6, 2026 describes semiannual interest, CAD payments, optional and tax-triggered redemptions, and senior unsecured ranking. Proceeds are intended for general corporate purposes, including repayment of debt and funding healthcare and seniors housing investments. The notes will be issued in book-entry form through CDS, may be held through Clearstream or Euroclear, and carry covenants limiting liens (40%) and indebtedness (60%) and requiring minimum Interest Coverage and Total Unencumbered Assets thresholds.
Welltower Inc. CEO Shankh Mitra reported a mix of small equity transactions in company stock. He made a bona fide gift of 3,852 Common Shares at no cost, leaving him with 72,642 Common Shares held directly. Separately, he acquired 17 Common Shares through the Welltower Inc. Employee Stock Purchase Plan, a transaction exempt under Rule 16b-3(c) and 16b-3(d), at a plan purchase price based on 85% of the closing price on December 1, 2025. The filing also notes 62 Common Shares held indirectly by his children, for which he disclaims beneficial ownership.
Welltower Inc. used this filing to share that it expects to raise its quarterly common stock dividend to $0.85 per share beginning with the second quarter of 2026. The company describes this as a roughly mid-teens percentage increase, following low double-digit dividend increases in each of the past two years.
Management links the larger dividend to a low payout ratio and strong cash flow per share growth, as well as confidence in future growth supported by what it calls extraordinary balance sheet strength. The CEO highlights approximately $11 billion of net investment activity in 2025 and $10.5 billion of closed or announced investment activity through the first four months of 2026, alongside expectations for attractive unlevered returns on acquisitions. The company also emphasizes its technology-enabled operating platform and significant free cash flow, while noting that any future dividend remains subject to further review and approval by the Board.
Welltower Inc. CEO Shankh Mitra reported a bona fide gift of 162 shares of Common Stock. The transfer was coded as a gift at a stated price of $0.00 per share and is a non-market disposition. Following this transaction, he holds 76,477 shares of Common Stock directly.
The filing also notes 62 shares of Common Stock held by children in his household, reported as indirect ownership. A footnote states that Mitra disclaims beneficial ownership of the shares held by his children.
Welltower Inc. director Dennis G. Lopez reported a small equity award rather than an open-market trade. On this Form 4, he acquired 63 shares of common stock at an indicated value of $216.01 per share through a grant classified as a "grant, award, or other acquisition."
According to a footnote, these shares represent dividend equivalent rights that accrued on outstanding deferred stock units he already holds, and they may only be settled in common stock. After this award, Lopez directly holds 18,524.57 shares of Welltower common stock.
Welltower Inc. reported voting results from its 2026 Annual Meeting of Shareholders. All nine director nominees were elected, each receiving more votes for than against, with broker non-votes recorded on each director proposal.
Shareholders ratified Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026, with 611,182,123 votes for, 50,179,748 against and 815,866 abstentions. However, shareholders did not approve, on an advisory basis, the compensation of the company’s named executive officers, which received 120,364,416 votes for, 515,585,650 against, 1,208,877 abstentions and 25,018,794 broker non-votes.
Cohen & Steers reports beneficial ownership of 36,139,692 shares of Welltower, Inc. Common Stock, representing 5.18% of the class. The filing states Cohen & Steers has sole voting power for 29,842,553 shares and sole dispositive power for 36,139,692 shares.
The Schedule 13G lists Cohen & Steers, Inc. and four related entities as filers and notes those entities hold the securities for the benefit of their account holders. The filing is signed by compliance officers on 05/15/2026.