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 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.