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. 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.