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WELLTOWER (WELL) SEC Filings, Jul-Oct 2025

WELL NYSE

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.

Rhea-AI Summary

Welltower Inc. (WELL) adopted a Ten‑Year Executive Continuity and Alignment Program as its primary pay framework, featuring long‑term LTIP Units and minimal cash pay. Effective October 30, 2025, named executives receive LTIP Units; from 2026–2035 they forgo other compensation aside from $110,000 annual base salary.

Half of each award is time‑based; half is performance‑based over a five‑year period from October 6, 2025 to October 5, 2030. For the CEO, target totals 4,970,293 LTIP Units and maximum 8,698,012. Performance vesting ties to market capitalization milestones from $10,000,000,000 up to $100,000,000,000 and to relative TSR versus three indices, subject to a positive TSR requirement.

Redeemability begins no earlier than October 31, 2030 and then monthly through September 30, 2035. The company states shares available under the 2022 Plan are sufficient at target but not at maximum; exceeding target may require shareholder approval to increase the share reserve.

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Welltower Inc. furnished an 8-K announcing it issued a press release with operating results for the third quarter ended September 30, 2025 and a separate press release on certain transactions closed or under contract to close across the U.K. and U.S.

Copies of the earnings press release, a supplemental information package, and the transactions press release were furnished as Exhibits 99.1, 99.2, and 99.3 and are incorporated by reference. The disclosures under Items 2.02 and 7.01, including these exhibits, are being furnished and are not deemed filed under the Exchange Act.

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Dennis G. Lopez, a director of Welltower Inc. (WELL), received 73 shares of common stock on 08/21/2025 as dividend equivalent rights settled in stock. The transaction shows a per-share price of $166.94 and the filing reports the reporting person’s beneficial ownership following the transaction as 16,555.57 shares. The filing’s explanatory note clarifies these shares represent dividend equivalents accrued on outstanding deferred stock units that may only be settled in common stock. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Lopez on 08/25/2025.

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Welltower Inc. (NYSE: WELL) has filed a Rule 424(b)(7) prospectus supplement covering the resale of 949,412 previously issued common shares by Maverick Purchaser II LLC. The shares were issued as non-cash consideration in a recently completed property acquisition (the “Transaction”). Welltower will receive no proceeds from any sales; all net proceeds accrue to the selling stockholder. Sales may occur on the NYSE, in private transactions or via other permitted methods at prevailing or negotiated prices.

The filing reiterates Welltower’s profile as a healthcare-focused REIT with a global portfolio of 1,500+ senior living and outpatient properties and outlines standard risk factors (market volatility, capital access, regulatory changes, dividend limitations, REIT qualification tests). It also details anti-takeover provisions and ownership limits (9.8% cap) designed to preserve REIT status. As of 25 Jul 2025, Welltower had 667.9 million shares outstanding; the offered block represents ~0.14% of total shares, implying minimal dilution risk but potential short-term trading overhang. The common stock last traded at $158.29 on 28 Jul 2025.

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Norges Bank (the central bank of Norway) filed Amendment No. 1 to Schedule 13G regarding its holdings in Welltower Inc. (ticker WELL, CUSIP 95040Q104) for the event date 30 June 2025. The filing discloses:

  • Beneficial ownership: 32,249,762 shares.
  • Percent of class: 4.9%, positioning the holder just under the 5 % large-shareholder threshold.
  • Voting power: Sole voting & dispositive power over 31,897,184 shares; no shared voting power.
  • Dispositive power: Shared over 352,578 shares.

The stake is held on behalf of the Government of Norway and is certified as acquired in the ordinary course of business with no intent to influence control. Because ownership now stands at ≤5 %, Norges Bank is no longer classified as a “5 % holder,” potentially reducing future filing obligations. No financial metrics or strategic intentions are provided beyond the regulatory disclosure.

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FAQ

How many WELLTOWER (WELL) SEC filings are available on StockTitan?

StockTitan tracks 84 SEC filings for WELLTOWER (WELL), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for WELLTOWER (WELL)?

The most recent SEC filing for WELLTOWER (WELL) was filed on October 27, 2025.