health care reit, inc. is now welltower™ welltower™ is a recognized leader in providing consistent, low-cost capital to fund health care infrastructure and real estate. our business structure as a publically traded reit (nyse:hcn) provides us with opportunities to fund innovative solutions designed to keep patients out of higher cost, higher acuity settings while delivering better treatment at lower cost. global demographic and social trends, notably the aging of the population, require vast investments and infrastructure development. the devastating impact of dementia on people and their families demands new solutions. together with our operating partners, we’re creating environments that help our partners meet the challenges of this complicated and rapidly changing market. welltower™ partners with some of the most innovative health systems and seniors housing operators to grow their platforms and support the evolution of health care. together with our partners, we seek to drive
Company profile
Ticker
WELL, WELL-MM
Exchange
Website
CEO
Shankh Mitra
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
HEALTH CARE REIT INC /DE/
SEC CIK
Corporate docs
Subsidiaries
10 Sterling Drive NJ Owner LLC • 100 Trich Drive LLC • 100 West Queen Street PA Owner LLC • 10040 Hillview Rd FL Owner LLC • 1010 Carpenters Way FL Owner LLC • 1010-1090 Old Des Peres Road LLC • 10225 Old Ardrey Kell NC PropCo, LLC • 1026 Albee Farm Rd FL Owner LLC • 10475 Wilshire Boulevard Borrower, LLC • 105 15th St E FL Owner LLC ...
IRS number
341096634
WELL stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
12 Apr 24
DEFA14A
Additional proxy soliciting materials
12 Apr 24
DEF 14A
Definitive proxy
12 Apr 24
8-K
Departure of Directors or Certain Officers
25 Mar 24
8-K
Other Events
15 Feb 24
424B5
Prospectus supplement for primary offering
15 Feb 24
10-K
2023 FY
Annual report
15 Feb 24
8-K
Welltower Reports Fourth Quarter 2023 Results
13 Feb 24
8-K
Results of Operations and Financial Condition
22 Jan 24
8-K
Departure of Directors or Certain Officers
28 Dec 23
Transcripts
WELL
Earnings call transcript
2023 Q3
31 Oct 23
WELL
Earnings call transcript
2023 Q2
1 Aug 23
WELL
Earnings call transcript
2023 Q1
3 May 23
WELL
Earnings call transcript
2022 Q4
16 Feb 23
WELL
Earnings call transcript
2022 Q3
8 Nov 22
WELL
Earnings call transcript
2022 Q2
10 Aug 22
WELL
Earnings call transcript
2022 Q1
11 May 22
WELL
Earnings call transcript
2021 Q4
16 Feb 22
WELL
Earnings call transcript
2021 Q3
5 Nov 21
WELL
Earnings call transcript
2021 Q2
30 Jul 21
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
82.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 799 |
Opened positions | 79 |
Closed positions | 57 |
Increased positions | 314 |
Reduced positions | 244 |
13F shares | Current |
---|---|
Total value | 39.71 tn |
Total shares | 484.86 mm |
Total puts | 537.10 k |
Total calls | 1.15 mm |
Total put/call ratio | 0.5 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 80.76 mm | $6.62 tn |
BLK Blackrock | 52.63 mm | $4.31 tn |
CNS Cohen & Steers | 40.77 mm | $3.34 tn |
STT State Street | 32.52 mm | $2.66 tn |
Wellington Management | 26.82 mm | $2.20 tn |
Capital International Investors | 21.77 mm | $1.78 tn |
FMR | 14.31 mm | $1.17 tn |
PFG Principal Financial Group Inc - Registered Shares | 12.93 mm | $1.06 tn |
Geode Capital Management | 12.12 mm | $990.73 bn |
IVZ Invesco | 8.49 mm | $695.22 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
19 Mar 24 | Timothy McHugh | Common Stock | Gift | Dispose G | No | No | 0 | 274 | 0.00 | 23,615 |
19 Mar 24 | Matthew Grant Mcqueen | Common Stock | Gift | Dispose G | No | No | 0 | 150 | 0.00 | 27,503 |
7 Mar 24 | Karen B DeSalvo | Common Stock | Grant | Acquire A | No | No | 92.04 | 33 | 3.04 k | 13,879.59 |
7 Mar 24 | Dennis G Lopez | Common Stock | Grant | Acquire A | No | No | 92.04 | 89 | 8.19 k | 13,337.57 |
1 Mar 24 | Bacon Kenneth J | Other Stock Unit Common | Grant | Acquire A | No | No | 0 | 2,157 | 0.00 | 2,157 |
1 Mar 24 | Bacon Kenneth J | LTIP Units Common | Grant | Acquire A | No | No | 0 | 2,157 | 0.00 | 2,157 |