Welltower Inc.
WELLFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Welltower Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 2026-03-31 | 3,981 | $787K | SEC filing |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2026-03-31 | 77,621 | $15.3M | SEC filing |
| CITIGROUP INC | 2026-03-31 | 1,366,340 | $270M | SEC filing |
| Bruce G. Allen Investments, LLC | 2026-03-31 | 371 | $73.4K | SEC filing |
| DANSKE BANK A/S | 2026-03-31 | 413,637 | $81.8M | SEC filing |
| Premier Path Wealth Partners, LLC | 2026-03-31 | 5,047 | $998K | SEC filing |
| IFM Investors Pty Ltd | 2026-03-31 | 252,190 | $49.9M | SEC filing |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 2026-03-31 | 112,691 | $22.3M | SEC filing |
| BI Asset Management Fondsmaeglerselskab A/S | 2026-03-31 | 34,380 | Not shown | SEC filing |
| Independence Bank of Kentucky | 2026-03-31 | 471 | $93.1K | SEC filing |
| WOODMONT INVESTMENT COUNSEL LLC | 2026-03-31 | 2,071 | $409K | SEC filing |
| 1832 Asset Management L.P. | 2026-03-31 | 656,987 | $130M | SEC filing |
| SMITH, MOORE & CO. | 2026-03-31 | 2,070 | $409K | SEC filing |
| Apollon Wealth Management, LLC | 2026-03-31 | 6,263 | $1.24M | SEC filing |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2026-03-31 | 23,456 | $4.63M | SEC filing |
| Bollard Group LLC | 2026-03-31 | 982 | Not shown | SEC filing |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 2026-03-31 | 863,293 | $171M | SEC filing |
| Friedenthal Financial | 2026-03-31 | 5,403 | $1.07M | SEC filing |
| CIDEL ASSET MANAGEMENT INC | 2026-03-31 | 1,336 | $264K | SEC filing |
| HighTower Advisors, LLC | 2026-03-31 | 100,802 | $19.9M | SEC filing |
- Each value is checked against Welltower Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Welltower Inc.'s share price.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-06-30 | Gundlach Andrew · Director | Common Stock | P — Open market or private purchase | +10,000 | 151.46 | SEC filing |
| 2025-06-06 | Chaudhri Nikhil · Co-President and CIO | Welltower OP Class A Common Units | S — Open market or private sale | −1,300 | unknown | SEC filing |
| 2025-06-06 | McHugh Timothy · Co-President and CFO | Welltower OP Class A Common Units | S — Open market or private sale | −13,116 | unknown | SEC filing |
| 2025-06-06 | Chaudhri Nikhil · Co-President and CIO | Welltower OP Class A Common Units | S — Open market or private sale | −1,341 | unknown | SEC filing |
| 2025-06-06 | Chaudhri Nikhil · Co-President and CIO | Welltower OP Class A Common Units | S — Open market or private sale | −9,227 | unknown | SEC filing |
| 2025-06-06 (amended) | Mitra Shankh · CEO | Welltower OP Class A Common Units | S — Open market or private sale | −62,205 | unknown | SEC filing |
| 2025-06-06 | Burkart John F. · Vice Chairman and COO | Welltower OP Class A Common Units | S — Open market or private sale | −8,854 | unknown | SEC filing |
| 2025-06-06 | Mcqueen Matthew Grant · Chief Legal Officer | Welltower OP Class A Common Units | S — Open market or private sale | −8,854 | unknown | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-26 | Mitra Shankh · CEO | Common Stock | G — Bona fide gift | −3,852 | SEC filing |
| 2026-05-31 | Mitra Shankh · CEO | Common Stock | A — Grant, award, or other acquisition | +17 | SEC filing |
| 2026-05-27 | Mitra Shankh · CEO | Common Stock | G — Bona fide gift | −162 | SEC filing |
| 2026-05-21 | LOPEZ DENNIS G · Director | Common Stock | A — Grant, award, or other acquisition | +63 | SEC filing |
| 2026-05-01 | BACON KENNETH J · Director | OP Units | C — Conversion of derivative security | −2,627 | SEC filing |
| 2026-05-01 | BACON KENNETH J · Director | Common Stock | C — Conversion of derivative security | +2,627 | SEC filing |
| 2026-02-26 | BACON KENNETH J · Director | Other Stock Unit | A — Grant, award, or other acquisition | +1,056 | SEC filing |
| 2026-02-26 | SULLIVAN KATHRYN M · Director | LTIP Units | A — Grant, award, or other acquisition | +1,056 | SEC filing |
Showing 8 of 36 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.