Welltower CEO reports 700-share stock gift

Welltower Inc. director and CEO Shankh Mitra reported a non-market transfer of shares.

Rhea-AI Filing Summary

Welltower Inc. director and CEO Shankh Mitra reported a non-market transfer of shares. On April 30, 2025, he made a bona fide gift of 700 shares of Common Stock at a stated price of $0.00 per share, leaving 76,639 shares held directly.

The filing also lists 62 shares of Common Stock held indirectly by children who share his household. A footnote states that Mitra disclaims beneficial ownership of these indirectly held shares for Section 16 and other purposes.

Insider Trade Summary

700 shares gifted

Gift 2 txns

Insider Mitra Shankh

Role CEO

Type	Security	Shares	Price	Value
holding	Common Stock	--	--	--
Gift	Common Stock	700	$0.00	$0.00

Holdings After Transaction: Common Stock — 76,639 shares (Direct); Common Stock — 62 shares (Indirect, By Chidren)

Footnotes (1)

1. F1. The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household. This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 for any other purpose.

Key Figures

Gifted shares: 700 shares Gift price per share: $0.00 per share Direct holdings after gift: 76,639 shares +2 more

5 metrics

Gifted shares 700 shares Bona fide gift of Common Stock on April 30, 2025

Gift price per share $0.00 per share Stated transaction price for 700-share gift

Direct holdings after gift 76,639 shares Common Stock directly owned following the gift transaction

Indirect holdings by children 62 shares Common Stock held indirectly by children sharing household

Gift transactions count 1 transaction Transaction summary shows one bona fide gift disposition

Key Terms

bona fide gift, beneficial ownership, Section 16, indirect ownership

4 terms

bona fide gift financial

"The transaction code description is “Bona fide gift” for 700 shares"

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

beneficial ownership financial

"The reporting person disclaims beneficial ownership of the Common Shares owned by children"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Section 16 regulatory

"This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16"

Section 16 is a U.S. securities law rule that governs the trading and disclosure obligations of company insiders — typically officers, directors and large shareholders — to promote transparency and deter unfair profit-taking. It requires insiders to publicly report their stock trades and allows companies or the issuer to reclaim quick, short-term profits from certain insider trades, like a scoreboard and a refund policy that help investors see and limit possible insider advantage.

indirect ownership financial

"62.0000 shares reported with ownership_type "indirect" and nature_of_ownership "By Chidren""

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did WELL CEO Shankh Mitra report on this Form 4?

Shankh Mitra reported a bona fide gift of 700 shares of Welltower Common Stock. The gift occurred on April 30, 2025, at a stated price of $0.00 per share, reflecting a non-market, no-consideration transfer rather than an open-market sale or purchase.

How many WELL shares does Shankh Mitra hold directly after this reported gift?

After the reported gift, Shankh Mitra holds 76,639 shares of Welltower Common Stock directly. This post-transaction balance appears in the Form 4 as the total shares following the bona fide gift transaction dated April 30, 2025.

Are any WELL shares attributed to Shankh Mitra through indirect ownership?

Yes. The Form 4 lists 62 shares of Welltower Common Stock as held indirectly by children who share his household. A footnote explains that Mitra disclaims beneficial ownership of these indirectly held shares for Section 16 reporting and for any other purpose.

Was the WELL share transfer by Shankh Mitra a market sale or a gift?

The filing characterizes the transaction as a bona fide gift, not a market sale. The transaction code is “G,” the description is “bona fide gift,” and the reported price per share is $0.0000, indicating no consideration was received.

Does this WELL Form 4 show any insider purchases or sales in the market?

No open-market purchases or sales are reported. The Form 4 shows a bona fide gift of 700 shares and a separate holding entry for 62 indirectly held shares. Transaction summary data shows no buy or sell transactions and one gift disposition.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/01/2026 - 05:38 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Mitra Shankh

(Last) (First) (Middle)

4500 DORR STREET

(Street)

TOLEDO OHIO 43615

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
WELLTOWER INC. [ WELL ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CEO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/30/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	04/30/2025		G		700	D	$0	76,639	D
Common Stock								62	I	By Chidren(1)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household. This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 for any other purpose.

	Matthew McQueen, Attorney in Fact For: Shankh Mitra	05/01/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)