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. 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.
Cohen & Steers filed Amendment No. 5 to a Schedule 13G/A reporting beneficial ownership of Welltower, Inc. (WELL) common stock. As of 09/30/2025, the group reported 34,062,384 shares beneficially owned, representing 5.09% of the class. They report sole voting power over 27,008,920 shares and sole dispositive power over 34,062,384 shares.
Subsidiary details include Cohen & Steers Capital Management, Inc. with 33,673,350 shares (5.03%), Cohen & Steers UK Limited with 359,824 shares (0.05%), and Cohen & Steers Ireland Limited with 29,210 shares. Cohen & Steers Asia Limited reported 0 shares. The securities are held for the benefit of the firms’ account holders.
The filer certifies the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Welltower.
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.
Welltower Inc. (WELL) established a new at-the-market equity program allowing issuances and sales of common stock with an aggregate sales price of up to $7,500,000,000 through designated sales agents and forward sellers, and terminated its prior agreement dated March 28, 2025.
The company may also use forward sale agreements under which a forward purchaser (or affiliate) borrows and sells shares; Welltower will not receive proceeds from those borrowed-share sales. The company expects to physically settle individual forwards and receive per‑share cash equal to the forward price, but it may elect cash or net share settlement, which could result in owing cash or shares to the forward purchaser.
Separately, Welltower filed a resale prospectus supplement registering the offer and resale by a selling stockholder of up to 1,182,070 shares issued as acquisition consideration, and an OP unit prospectus supplement registering up to 4,542,926 shares that may be issued if holders of Welltower OP LLC Class A units redeem.
Welltower Inc. registered up to 4,542,926 shares of common stock under a prospectus supplement for issuance, from time to time, in exchange for Class A common units of Welltower OP LLC tendered for redemption. Shares will be issued only if holders present Class A Units for redemption.
Welltower will receive no cash proceeds from these issuances; it will acquire Class A Units in exchange. The company waived the one‑year holding period for these specific Class A Units and agreed to deliver common stock upon redemption, waiving its right to pay cash. WELL trades on the NYSE under “WELL”; the last reported sale price was $182.61 per share on October 27, 2025.
The filing arises from a call contribution agreement dated October 16, 2025 related to a recent property acquisition, and includes customary plan of distribution provisions. Ownership limits in the by‑laws cap any holder at 9.8% of outstanding common stock or total capital stock.