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.
The Welltower Inc. (NYSE: WELL) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a publicly traded S&P 500 real estate company focused on residential wellness and healthcare infrastructure, Welltower uses its filings to report on capital markets activity, portfolio transactions, governance decisions, and financial performance.
Welltower’s Form 8-K filings frequently describe material events such as at-the-market equity distribution agreements, registration of common shares issued as consideration in property acquisitions, and prospectus supplements related to shares that may be issued upon redemption of units in its operating partnership, Welltower OP LLC. These filings also cover announcements of quarterly earnings releases and supplemental information packages, which include details on net income, funds from operations (FFO), normalized FFO, net operating income (NOI), and same store NOI (SSNOI).
Other SEC documents, including automatic shelf registration statements on Form S-3 and related prospectus supplements, outline how Welltower may issue equity and debt securities, including common stock, guarantees of notes, and other instruments. Filings also describe long-term executive compensation and alignment programs, such as the Ten Year Executive Continuity and Alignment Program, which is structured around performance-based units in the operating partnership and long-term total shareholder return and market capitalization goals.
On Stock Titan, users can review these SEC filings alongside AI-powered summaries that explain key terms and implications. Real-time updates from EDGAR ensure that new 8-Ks, registration statements, and other reports are available as they are filed. Investors can also focus on disclosures related to capital structure, note guarantees, equity issuance programs, and governance arrangements that shape Welltower’s long-term strategy in seniors and wellness housing.
Welltower OP LLC, a subsidiary of Welltower Inc. (NYSE: WELL), has launched a two-tranche senior unsecured debt offering totaling $1.25 billion, fully and unconditionally guaranteed by the parent REIT.
The issuance comprises (i) $600 million 4.500% notes due July 1, 2030, priced at 99.942% of face value, and (ii) $650 million 5.125% notes due July 1, 2035, priced at 99.736%. Interest on both series accrues from June 27 2025 and is payable semi-annually on January 1 and July 1, beginning January 1 2026.
- Gross proceeds: $1,247,936,000
- Underwriting discount: $7,825,000 (0.600% on 2030 notes; 0.650% on 2035 notes)
- Net proceeds (before expenses): $1,240,111,000
- Ranking: senior unsecured obligations of the issuer; effectively subordinated to secured debt and to liabilities of subsidiaries
- Optional redemption: redeemable, in whole or in part, at the make-whole prices described in “Description of the Notes—Optional Redemption”
- Listing: the notes will not be listed on any securities exchange
The notes will settle through DTC, Clearstream and Euroclear on or about June 27 2025. Wells Fargo Securities, J.P. Morgan and PNC Capital Markets are joint book-running managers, leading a syndicate of 25 underwriting firms. Investors are directed to the Risk Factors section (page S-6) and the Use of Proceeds section (page S-10) for additional context.
Welltower OP LLC, guaranteed by Welltower Inc., has priced a two-tranche investment-grade bond offering totaling $1.25 billion.
- $600 million 4.500% notes due July 1, 2030, priced at 99.942% to yield 4.513% (T+67 bps).
- $650 million 5.125% notes due July 1, 2035, priced at 99.736% to yield 5.159% (T+87 bps).
Both series settle on June 27, 2025 (T+2) and carry anticipated ratings of A3/A-. Interest is paid semi-annually on January 1 and July 1, beginning January 1, 2026. Investors benefit from a make-whole call at T+15 bps and a par-call window starting one month (2030 tranche) or three months (2035 tranche) before maturity. The offering was led by a broad syndicate of banks, including Wells Fargo, J.P. Morgan and PNC Capital Markets.