Every Form 4 that Welltower Inc. (WELL) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WELL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WELL filings page.
WELLTOWER INC. (WELL) director Andrew Gundlach reported indirect open-market purchases of a total of 10,000 shares of Common Stock on August 25–26, 2026. The trades were made through the ELLEN-MARIA GORRISSEN Trust I and Trust II at weighted average prices around $239.47 and $242.06, respectively. Gundlach is President and CEO of Bleichroeder LP, the registered investment adviser to these trusts, and disclaims beneficial ownership of the securities except to the extent of his pecuniary interest.
WELLTOWER INC. (WELL) reported that director Dennis G. Lopez acquired 73 shares of common stock on 2026-08-20 through a grant/award acquisition. A footnote explains these shares represent dividend equivalent rights accrued on outstanding deferred stock units that may only be settled in common stock. Following this award, Lopez directly holds 18,597.57 shares of WELL common stock at a referenced value of $237.40 per share.
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. 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. director Kenneth J. Bacon converted operating partnership units into common stock in a routine equity event. On May 1, 2026, 2,627 OP Units were exchanged for the same number of Welltower common shares at a stated price of $0.00 per share, reflecting a non-cash derivative conversion.
Following the transaction, Bacon directly held 14,306 shares of Welltower common stock. He also continued to hold 3,591 OP Units, which are described as exchangeable into common shares or their cash equivalent under prior award terms. No open-market buying or selling was reported in this filing.
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.
Welltower Inc. director Kathryn M. Sullivan reported equity awards, not open-market trades. She acquired 1,056 LTIP Units in Welltower OP LLC and a related award of 1,056 Other Stock Units, both granted without cash consideration as part of long-term incentive compensation.
The LTIP Units are intended to qualify as profits interests and are scheduled to vest on February 26, 2027, subject to her continued service. Once vested and after certain tax-related conditions are met, they can convert into OP Units, which may then be exchangeable for Welltower common shares or equivalent cash value.
The Other Stock Units simply reserve the ability to deliver common shares if OP Units are exchanged and cannot be used to acquire shares in any other way. Any unused Other Stock Units will be canceled for no consideration once all OP Units have been exchanged.
Welltower Inc. director Andrew Gundlach received equity-based awards linked to the company’s operating partnership and common stock. He was granted 1,787 LTIP Units in Welltower OP LLC without cash consideration, which are structured as profits interests and vest on February 26, 2027, subject to continued service.
Once vested and after certain tax-related capital account conditions are met, these LTIP Units can convert into Class A Common Units in Welltower OP, which may then be exchanged for Welltower common shares or equivalent cash. To reserve shares for any such future exchanges, Gundlach also received 1,787 Other Stock Units under the 2022 Long-Term Incentive Plan, which can only result in common shares if OP Units are exchanged and are canceled if unused.
Spisso Johnese reported acquisition or exercise transactions in this Form 4 filing.
Welltower Inc. director Johnese Spisso received an equity award of 1,056 deferred stock units of common stock. The units were granted on February 26, 2026 without cash consideration under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan.
Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027. After this grant, Spisso now directly holds 16,057 shares of Welltower common stock.
Welltower Inc. director Sergio Rivera reported an equity award of 1,056 deferred stock units of common stock. The units were granted on February 26, 2026 without cash consideration under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan.
After this grant, Rivera directly holds 26,611 shares of common stock. Each deferred stock unit is scheduled to vest on February 26, 2027 and will then be settled in Welltower common stock, effectively converting the units into actual shares at that time.
Welltower Inc. director Patton Ade J. received equity-based awards linked to operating partnership units and common shares. He was granted 1,056 LTIP Units in Welltower OP LLC without cash consideration, scheduled to vest on February 26, 2027, subject to continued service. Once vested and after specified tax-related allocation conditions are met, these LTIP Units can convert into Class A Common Units in Welltower OP, which may then be exchanged for Welltower common shares or their cash value as determined by the company. In addition, he received 1,056 Other Stock Units under the Amended and Restated 2022 Long-Term Incentive Plan, solely to reserve common shares for any future exchanges of OP Units; these Other Stock Units can only be used through such exchanges and any remaining units after all OP Units are exchanged will be canceled for no consideration.
Welltower Inc. director Dennis G. Lopez received an equity award of 1,787 deferred stock units of common stock on February 26, 2026. The units were granted without cash consideration under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will convert into common stock upon vesting on February 26, 2027. After this grant, Lopez directly holds 18,461.57 shares of Welltower common stock.
DeSalvo Karen B reported acquisition or exercise transactions in this Form 4 filing.
Welltower Inc. director Karen B. DeSalvo reported an equity award of 1,056 deferred stock units of common stock, granted without cash consideration under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. These units vest and will be settled in common stock on February 26, 2027. Following this grant, she directly owns 12,369.59 shares of Welltower common stock.
Welltower Inc. director Kenneth J. Bacon received equity-based awards tied to the company’s operating partnership and common stock. On February 26, 2026, he was granted 1,056 LTIP Units in Welltower OP LLC without cash consideration. These LTIP Units are intended to qualify as profits interests and are scheduled to vest on February 26, 2027, subject to his continued service.
Once vested and after certain tax-related capital account conditions are met, the LTIP Units can convert into Class A Common Units of Welltower OP, which may then be exchanged for Welltower common shares or equivalent cash, at the issuer’s discretion. To reserve common shares for any such future exchanges, he was also granted 1,056 “Other Stock Units” under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. These Other Stock Units can only be used to acquire common shares through exchanges of OP Units; any remaining units after all OP Units are exchanged will be canceled for no consideration.
Welltower Inc. director and CEO Shankh Mitra reported equity awards tied to long‑term incentive plans. On February 13, 2026, 193,535 LTIP Units and 276,735 LTIP Units vested and were automatically converted into the same number of OP Units in Welltower OP LLC, with no cash paid for vesting or conversion.
To reserve common shares for any future exchanges of these OP Units, Mitra also received 470,270 Other Stock Units under the 2022 Long-Term Incentive Plan, deemed vested upon the LTIP vesting. These Other Stock Units can only deliver Welltower common shares through exchange of OP Units, and any unused units will be canceled for no consideration.
Welltower Inc. executive Timothy McHugh, Co-President and CFO, reported the vesting and conversion of equity awards tied to the company’s operating partnership. On February 13, 2026, 75,264 LTIP Units and 131,332 LTIP Units vested and were automatically converted into the same numbers of OP Units, with no cash paid. These LTIP Units were originally granted without cash consideration in 2022 and 2023. McHugh also received 206,596 Other Stock Units under the 2022 Long-Term Incentive Plan to reserve common shares for any future exchange of OP Units; they can only result in common shares through such exchanges, and any remaining Other Stock Units after all OP Units are exchanged will be canceled for no consideration.
Welltower Inc. Co-President and CIO Nikhil Chaudhri reported equity award vestings and related unit activity. On February 13, 2026, he acquired 21,508, 65,666, and 20,614 LTIP Units through vesting, each block automatically converting into an equal number of OP Units with no cash paid.
He also acquired 107,788 Other Stock Units, which are tied to exchanges of OP Units for common shares under Welltower’s 2022 Long-Term Incentive Plan. Any Other Stock Units remaining after all OP Units are exchanged will be canceled for no consideration.
Welltower Inc. reported equity award activity for Vice Chairman and COO John F. Burkart involving LTIP Units and related stock units. On February 13, 2026, 64,514 LTIP Units and 131,332 LTIP Units vested and were automatically converted into the same number of OP Units in Welltower OP LLC, with no cash paid for the vesting or conversion.
In connection with these LTIP Units, Burkart also received 195,846 Other Stock Units under the 2022 Long-Term Incentive Plan, which were deemed vested upon the LTIP vesting. These Other Stock Units serve only to allow acquisition of common shares through future exchanges of OP Units, and any remaining Other Stock Units after all OP Units are exchanged will be canceled for no consideration.
Welltower Inc.'s Chief Legal Officer Matthew Grant McQueen reported equity awards tied to operating partnership units and a small stock gift. On February 13, 2026, 36,556 and 37,523 LTIP Units in Welltower OP LLC vested and were automatically converted into the same number of OP Units, with no cash paid. He also received 74,079 Other Stock Units under the 2022 Long-Term Incentive Plan, deemed vested solely to reserve common shares that may be issued if OP Units are later exchanged. Separately, he made a bona fide gift of 541 shares of common stock, leaving 26,881 common shares held directly.
Welltower Inc. SVP and Chief Accounting Officer Joshua Fieweger reported equity awards and vesting activity in operating partnership and stock units. On February 13, 2026, he acquired 8,605, 9,381, and 1,942 LTIP Units that vested and were automatically converted into the same number of OP Units of Welltower OP LLC without any cash payment. He also received 19,928 Other Stock Units under Welltower Inc.’s 2022 Long-Term Incentive Plan, which can be used only to acquire common shares through exchanges of OP Units. No sales occurred and no amount was payable in connection with these vestings, conversions, or awards.
Welltower Inc. insider filing: Senior Vice President and Chief Accounting Officer Joshua Fieweger reported a routine share withholding related to equity compensation. On 01/15/2026, 124 shares of Welltower common stock were withheld at a price of $188.18 per share. These shares were withheld upon vesting of restricted stock units to satisfy tax withholding obligations, rather than being sold in the open market. After this transaction, Fieweger beneficially owned 21,269 shares of Welltower common stock in direct form.
Welltower Inc. director Dennis G. Lopez reported an equity award in the form of deferred stock units tied to the company’s common stock. On 12/31/2025, he acquired 57 units at a price of $0 under the Welltower Inc. Amended and Restated 2022 Long-Term Incentive Plan, increasing his beneficial ownership to 16,674.57 shares of common stock held directly.
The deferred stock units were granted without cash consideration and are scheduled to vest on February 28, 2026, provided he continues to serve through that date. Upon vesting, each unit will be settled in shares of Welltower Inc. common stock, effectively converting this award into additional share ownership at that time.
Welltower Inc. director equity awards reported
A Welltower Inc. director reported receiving equity-based awards dated 12/31/2025. The filing shows an award of 49 LTIP Units in Welltower OP LLC, granted without cash consideration and intended to qualify as profits interests for U.S. federal income tax purposes. These LTIP Units are scheduled to vest on February 28, 2026, if the director continues in service on that date.
Once vested and after certain tax allocation conditions are met, the LTIP Units can be converted into OP Units, which may then be exchanged for Welltower common shares or the cash value of those shares. To reserve common shares for any future exchanges, the director also received 49 Other Stock Units under the company’s 2022 Long-Term Incentive Plan, which can be used only in connection with OP Unit exchanges and are canceled if unused.
Welltower Inc. executive Timothy McHugh, Co-President and CFO, reported an insider transaction in the company's common stock. On 12/16/2025, a transaction coded "G" involved 500 shares at a reported price of $0, after which he directly held 23,398 common shares.
The filing also lists 26 common shares held indirectly by children who share his household and states that he disclaims beneficial ownership of those shares.
Welltower Inc. (WELL) reported an insider stock purchase by its Chief Legal Officer, Matthew McQueen. On 11/28/2025, he acquired 71 shares of Welltower common stock through the company’s Employee Stock Purchase Plan, at a price of $131.94 per share. This type of plan lets eligible employees buy company stock, often at a discount under preset terms.
After this transaction, McQueen beneficially owned 27,422 Welltower shares in total, held directly. The filing notes that the acquisition under the employee plan was exempt from certain short-swing profit rules under Rule 16b-3(c) and Rule 16b-3(d). The shares were purchased at 85% of the closing stock price on June 2, 2025, which was the first trading day of the ESPP offering period.
Welltower Inc. (WELL) senior officer reports ESPP share purchases. SVP and Chief Accounting Officer Joshua Fieweger filed a Form 4 disclosing acquisitions of Welltower common stock under the company’s Employee Stock Purchase Plan.
On 05/30/2025, he acquired 124 common shares at $113.93 per share, bringing his directly held position to 21,340 shares. On 11/28/2025, he reported an additional 53-share transaction at $131.94 per share, after which he held 21,393 shares directly.
The filing notes these common shares were purchased through the ESPP at 85% of the closing stock price on the first trading day of each offering period, and the transactions are described as exempt under Rule 16b-3(c) and Rule 16b-3(d).
Welltower Inc. reported an insider share purchase by its Co‑President and CFO, Timothy McHugh. On 11/28/2025, he acquired 53 shares of Welltower common stock under the company’s Employee Stock Purchase Plan at a price of $131.94 per share. The filing notes this transaction is exempt under Rules 16b‑3(c) and 16b‑3(d), which cover certain employee benefit and issuer‑approved transactions.
Following this purchase, McHugh beneficially owns 23,898 common shares directly. The filing also reports 26 additional shares held indirectly by his children, for which he disclaims beneficial ownership, indicating these are reported for transparency but should not be viewed as his ownership for other Section 16 purposes.
Welltower Inc. executive reports small stock purchase under employee plan
Welltower Inc. Co-President and CIO Nikhil Chaudhri reported acquiring 31 shares of Welltower common stock on 11/28/2025 through the company’s Employee Stock Purchase Plan. The filing states the purchase price was $131.94 per share, determined as 85% of the closing stock price on June 2, 2025, the first trading day of the offering period. After this transaction, Chaudhri beneficially owns 449 shares of Welltower common stock held directly. The transaction is reported as exempt under Rule 16b-3(c) and Rule 16b-3(d), which generally cover certain employee benefit and compensatory arrangements.
Welltower Inc. CEO and director Shankh Mitra reported acquiring 64 shares of Welltower common stock on 11/28/2025 through the company’s Employee Stock Purchase Plan. The shares were bought at a price based on 85% of the closing stock price on 06/02/2025, the first trading day of the ESPP offering period.
Following this transaction, he is reported as directly holding 77,339 common shares. Additional shares held by children in his household are reported as indirectly owned, but he expressly disclaims beneficial ownership of those shares.
Welltower Inc. director reports small stock accrual
A director of Welltower Inc. (WELL) reported acquiring 62 shares of common stock on 11/20/2025 at a price of $197.58 per share. After this transaction, the director beneficially owns 16,617.57 shares of Welltower common stock in direct ownership.
The filing explains that these 62 shares represent dividend equivalent rights that accrued on outstanding deferred stock units held by the reporting person, and these rights may only be settled in common stock. The report is filed as a Form 4 by a single reporting person in the capacity of a director.
Welltower (WELL) filed a Form 4 reporting insider activity by its Chief Legal Officer. On 05/30/2025, the officer acquired 81 shares of common stock under the Employee Stock Purchase Plan at $113.93 per share, bringing directly held shares to 27,351. The ESPP purchase price reflects 85% of the closing stock price on December 2, 2024.
The filing also reports equity awards granted without cash consideration: 271,367 LTIP Units in Welltower OP LLC and 271,367 Other Stock Units under the 2022 Plan. LTIP Units are intended to qualify as profits interests and may convert into OP Units subject to tax allocation conditions. The resulting OP Units may be redeemed for common shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. The Other Stock Units serve solely to reserve shares for any such future redemptions and are canceled to the extent OP Units are redeemed.
Welltower (WELL) Form 4: Vice Chairman and COO John F. Burkart acquired 141 common shares on 05/30/2025 via the Employee Stock Purchase Plan at $113.93, reflecting 85% of the 12/02/2024 closing price. Following this, he directly owned 1,605 common shares. In addition, he was awarded 285,649 LTIP Units in Welltower OP LLC (granted without cash consideration), which are intended to convert to OP Units and may be redeemable for Welltower common shares in equal quarterly installments from January 1, 2030 through December 31, 2035. To reserve shares solely for such redemptions, he also received 285,649 Other Stock Units under the 2022 Plan.
Welltower (WELL) reported insider activity by Co‑President and CFO Timothy McHugh. On 05/30/2025, he acquired 61 common shares via the Employee Stock Purchase Plan at $113.93. Following the transaction, he beneficially owned 23,845 shares directly and 26 indirectly by children.
On 10/30/2025, he was granted, without cash consideration, 492,745 LTIP Units in Welltower OP LLC and 492,745 Other Stock Units. Subject to award terms, resulting OP Units may be redeemed for Common Shares in equal quarterly installments from January 1, 2030 through December 31, 2035.
Welltower (WELL) insider activity: Co‑President and CIO Nikhil Chaudhri acquired 150 Common Shares on 05/30/2025 through the company’s Employee Stock Purchase Plan. The purchase price was $113.93, reflecting 85% of the 12/02/2024 closing price under the plan’s terms. Following this transaction, direct beneficial ownership stood at 418 shares.
He was also granted 549,874 LTIP Units in Welltower OP LLC, which are intended as profits interests and may convert into OP Units, then be redeemable for Common Shares in equal quarterly installments from 01/01/2030 to 12/31/2035, subject to award conditions. To reserve shares solely for any such redemptions, he received 549,874 Other Stock Units under the 2022 Plan; these can deliver Common Shares only upon OP Unit redemption, with any remainder canceled for no consideration.
Welltower Inc. (WELL) reported insider activity by CEO and director Shankh Mitra. On 10/30/2025, he was granted 2,485,146 LTIP Units in Welltower OP LLC, intended to qualify as profits interests and convertible into OP Units upon tax-based allocation conditions. The resulting OP Units may be redeemed for Welltower common shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035.
He also received 2,485,146 Other Stock Units under the 2022 Long-Term Incentive Plan, solely to reserve common shares for any future OP Unit redemptions. These Other Stock Units can be used only through OP Unit redemptions, and any remaining units after all OP Units are redeemed will be canceled for no consideration.