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 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.