Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties.
Company profile
Ticker
WELL
Exchange
Website
CEO
Mr. Shankh S. Mitra
Employees
Incorporated
Location
Fiscal year end
Sector
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
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Other Events
29 Oct 24
424B5
Prospectus supplement for primary offering
29 Oct 24
10-Q
2024 Q3
Quarterly report
29 Oct 24
8-K
Welltower Reports Third Quarter 2024 Results
28 Oct 24
8-K
Other Events
8 Oct 24
424B7
Prospectus with selling stockholder info
8 Oct 24
10-Q
2024 Q2
Quarterly report
30 Jul 24
8-K/A
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
29 Jul 24
8-K
Welltower Reports Second Quarter 2024 Results
29 Jul 24
8-K
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
11 Jul 24
Transcripts
WELL
Earnings call transcript
2024 Q2
30 Jul 24
WELL
Earnings call transcript
2023 Q3
31 Oct 23
WELL
Earnings call transcript
2023 Q2
1 Aug 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
Financial summary
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Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Institutional ownership, Q2 2024
94.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 974 |
Opened positions | 140 |
Closed positions | 86 |
Increased positions | 417 |
Reduced positions | 269 |
13F shares | Current |
---|---|
Total value | 54.11 tn |
Total shares | 585.15 mm |
Total puts | 1.54 mm |
Total calls | 949.90 k |
Total put/call ratio | 1.6 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 94.38 mm | $9.84 tn |
BLK BlackRock | 58.98 mm | $6.15 tn |
CNS Cohen & Steers | 38.92 mm | $4.06 bn |
Capital International Investors | 35.95 mm | $3.75 tn |
STT State Street | 35.61 mm | $3.71 tn |
Norges Bank | 32.91 mm | $3.43 tn |
BAC Bank of America | 17.85 mm | $1.86 tn |
Wellington Management | 16.89 mm | $1.76 tn |
Geode Capital Management | 13.09 mm | $1.36 tn |
JPM JPMorgan Chase & Co. | 12.83 mm | $1.34 tn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
30 Sep 24 | Sullivan Kathryn M | Other Stock Units Common | Grant | Acquire A | No | No | 0 | 113 | 0.00 | 113 |
30 Sep 24 | Sullivan Kathryn M | LTIP Units Common | Grant | Acquire A | No | No | 0 | 113 | 0.00 | 113 |
30 Sep 24 | Dennis G Lopez | Common Stock | Grant | Acquire A | No | No | 128.03 | 273 | 34.95 k | 13,688.57 |
30 Sep 24 | Andrew Gundlach | Other Stock Units Common | Grant | Acquire A | No | No | 0 | 164 | 0.00 | 164 |
30 Sep 24 | Andrew Gundlach | LTIP Units Common | Grant | Acquire A | No | No | 0 | 164 | 0.00 | 164 |
21 Aug 24 | Andrew Gundlach | Other Stock Units Common | Grant | Acquire A | No | No | 0 | 133 | 0.00 | 0 |
21 Aug 24 | Andrew Gundlach | LTIP Units Common | Grant | Acquire A | No | No | 0 | 133 | 0.00 | 0 |
News
Welltower Q3 2024 FFO $1.11 Beats $1.04 Estimate, Sales $2.06B Beat $1.97B Estimate
28 Oct 24
Welltower Q3 Sales $2.06B Beat $1.97B Estimate
28 Oct 24
Earnings Outlook For Welltower
25 Oct 24
Welltower Stock To Report Q3 Earnings: What's In The Cards?
22 Oct 24
$100 Invested In Welltower 20 Years Ago Would Be Worth This Much Today
15 Oct 24
Press releases
Welltower Issues Business Update
28 Oct 24
Welltower Reports Third Quarter 2024 Results
28 Oct 24
Welltower Announces Date of Third Quarter 2024 Earnings Release, Conference Call and Webcast
7 Oct 24
Welltower Issues Business Update
1 Oct 24
Welltower to Participate in the BofA Securities 2024 Global Real Estate Conference
9 Sep 24