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Welltower Inc SEC Filings

WELL NYSE

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.

Rhea-AI Summary

Welltower Inc. filed an 8-K describing two prospectus supplements tied to its automatic shelf registration statement. One supplement registers the offer and resale by a selling stockholder of up to 138,740 shares of common stock issued as part of a recent property acquisition.

The other supplement covers up to 176,172 shares of common stock that may be issued if holders of Class A common units of Welltower OP LLC redeem those units. The filing also adds Gibson, Dunn & Crutcher LLP legal and tax opinions as exhibits to the registration statement.

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Rhea-AI Summary

Welltower Inc. registered 138,740 shares of common stock for resale by a selling stockholder. The shares will be issued to the selling stockholder upon exchange of securities issued as consideration in a recent property acquisition. The company will not receive any proceeds from sales of these shares. The prospectus supplement names Amica Unionville Partnership as the selling stockholder and states the shares may be sold from time to time in one or more transactions, including block trades, broker-dealer transactions or Rule 144 sales. The supplement quotes a NYSE last-sale price of $214.23 per share as of April 28, 2026 and discloses 705,914,450 shares outstanding as of April 24, 2026.

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Rhea-AI Summary

Welltower Inc. registers 176,172 shares of common stock to be issuable from time to time in exchange for Class A common units of Welltower OP LLC, pursuant to contractual registration obligations. The registration is to satisfy those contractual rights; issuance occurs only if holders present Class A Units for redemption.

The company will receive no cash proceeds from any issuance and instead will acquire Class A Units in exchange for delivered shares. The prospectus supplement cites a last reported NYSE sale price of $214.23 per share as of April 28, 2026. As of March 20, 2025, Welltower reported 648,417,266 shares outstanding.

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Rhea-AI Summary

Welltower Inc. reported sharply higher quarterly results, driven by portfolio growth and asset sales. For the three months ended March 31, 2026, total revenues rose to $3,351,926,000 from $2,423,087,000, led by resident fees and services of $2,780,931,000.

Net income reached $752,324,000 versus $257,266,000 a year earlier, helped by a $420,400,000 gain on real estate dispositions and acquisitions. Diluted EPS attributable to common stockholders was $1.02, compared with $0.40. Operating cash flow was $670,011,000, while the company invested $1,484,553,000 in real property and advanced $1,382,728,000 on loans.

Welltower continued to reshape its portfolio, closing additional tranches of a $7.2 billion Outpatient Medical disposition and integrating large 2025 acquisitions of Barchester and HC-One, which contributed $238,782,000 and $289,149,000 of revenue, respectively. The company also issued common stock, generating net proceeds of $1,544,848,000, and paid common dividends of $0.74 per share, totaling $520,347,000. As of April 24, 2026, Welltower had 705,914,450 shares of common stock outstanding.

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Rhea-AI Summary

Welltower Inc. reported strong first quarter 2026 results, with net income attributable to common stockholders of $728.7 million, or $1.02 per diluted share. Normalized FFO attributable to common stockholders rose to $1.47 per diluted share, a 23% year-over-year increase, supported by 16.4% total same store NOI growth and 22.1% growth in its Seniors Housing Operating portfolio.

The company executed $3.3 billion of pro rata gross investments in the quarter and has $10.5 billion of investment activity closed or under contract year-to-date, while completing $2.8 billion of pro rata dispositions and loan repayments. Net debt to Adjusted EBITDA was 2.73x as of March 31, 2026, with approximately $11.1 billion of available liquidity, and the board declared a $0.74 per share quarterly dividend.

Guidance for 2026 was raised, with net income per diluted share now expected between $3.24 and $3.38 and normalized FFO per diluted share between $6.21 and $6.35. Management expects blended same store NOI growth of 12.25% to 16.00% for the year, led by double-digit growth in Seniors Housing Operating assets.

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Filing
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annual report
Rhea-AI Summary

Welltower Inc. is asking shareholders to vote at its virtual annual meeting on May 21, 2026 to elect nine directors, ratify Ernst & Young LLP as auditor for 2026, and approve, on an advisory basis, named executive officer pay.

The proxy highlights a transformational 2025, including $33 billion of transaction activity rotating out of lower-growth outpatient medical properties into higher-growth seniors housing while avoiding near‑term dilution. Welltower reports $129 billion market capitalization and a portfolio of about 2,900 properties across the U.S., U.K., and Canada as of December 31, 2025.

Financially, the company reported $937 million of net income attributable to common stockholders and 14.1% same store net operating income growth, led by 21.5% growth in its seniors housing operating portfolio. Net Debt to Adjusted EBITDA was 3.03x with about $10.2 billion of available liquidity, supported by investment‑grade ratings of A-/A3 and $8.9 billion of ATM equity issuance.

The Board underscores strong governance, with an independent Chair, majority‑independent Board, proxy access, and high director attendance. A centerpiece of this proxy is the new 10‑Year Executive Continuity and Alignment Program, which largely replaces annual cash and equity incentives for top executives from 2026–2035 with long‑dated, performance‑ and time‑based LTIP units tied to market capitalization and relative total shareholder return.

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Welltower Inc: an amendment to a Schedule 13G/A reports that The Vanguard Group holds 0 shares of Welltower common stock and reports 0% beneficial ownership. The filing explains an internal realignment effective January 12, 2026, that caused certain Vanguard subsidiaries or business divisions to report beneficial ownership separately.

The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.

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Rhea-AI Summary

Welltower Inc. announced that subsidiary Welltower OP LLC entered into an Amended and Restated Credit Agreement providing a new $6,250,000,000 unsecured revolving credit facility. This replaces the prior $5,000,000,000 unsecured revolver plus $1,000,000,000 and CAD 250,000,000 unsecured term loan facilities.

The facility is split into a $4,250,000,000 Revolving A Tranche maturing on March 6, 2030, and a $2,000,000,000 Revolving B Tranche maturing on July 24, 2029. The Revolving A Tranche may be extended twice for six months each if no default exists and a 0.0625% extension fee is paid.

Subject to conditions and lender participation, the company may increase revolving capacity or add term loans by up to an additional $1,250,000,000. The agreement includes sublimits of up to $100,000,000 for letters of credit and up to $1,750,000,000 for alternative currency borrowings.

Borrowings bear interest at a base rate or SOFR plus an applicable margin tied to the company’s long-term unsecured debt ratings, with facility fees and certain pricing adjustments linked to sustainability metrics. The agreement contains customary representations, covenants and events of default, allowing acceleration of all outstanding amounts if a default continues.

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Welltower Inc. director Kathryn M. Sullivan reported equity awards, not open-market trades. She acquired 1,056 LTIP Units in Welltower OP LLC and a related award of 1,056 Other Stock Units, both granted without cash consideration as part of long-term incentive compensation.

The LTIP Units are intended to qualify as profits interests and are scheduled to vest on February 26, 2027, subject to her continued service. Once vested and after certain tax-related conditions are met, they can convert into OP Units, which may then be exchangeable for Welltower common shares or equivalent cash value.

The Other Stock Units simply reserve the ability to deliver common shares if OP Units are exchanged and cannot be used to acquire shares in any other way. Any unused Other Stock Units will be canceled for no consideration once all OP Units have been exchanged.

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FAQ

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

StockTitan tracks 61 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 April 29, 2026.