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
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
0722548 B.C. Ltd. • 10 Sterling Drive NJ Owner LLC • 100 Abbeyville Road PA Owner LLC • 100 Knoedler Road, LLC • 100 Trich Drive LLC • 100 West Queen Street PA Owner LLC • 1000 Aston Gardens Drive, LLC • 1001 E. Alex Bell Road OH Owner LLC • 1008 Thompson Street PA Owner LLC • 101 E 87th Ave LLC ...
IRS number
341096634
WELL stock data
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Regulation FD Disclosure
11 Sep 23
8-K
Other Events
9 Aug 23
424B7
Prospectus with selling stockholder info
9 Aug 23
8-K
Other Events
1 Aug 23
424B5
Prospectus supplement for primary offering
1 Aug 23
10-Q
2023 Q2
Quarterly report
1 Aug 23
8-K
Welltower Reports Second Quarter 2023 Results
31 Jul 23
8-K
Results of Operations and Financial Condition
6 Jun 23
8-K
Submission of Matters to a Vote of Security Holders
24 May 23
8-K
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
11 May 23
Transcripts
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
WELL
Earnings call transcript
2021 Q1
29 Apr 21
Latest ownership filings
Financial summary
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| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q2 2023
91.4% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 769 |
| Opened positions | 79 |
| Closed positions | 53 |
| Increased positions | 286 |
| Reduced positions | 242 |
| 13F shares | Current |
|---|---|
| Total value | 38.31 tn |
| Total shares | 473.89 mm |
| Total puts | 407.50 k |
| Total calls | 866.10 k |
| Total put/call ratio | 0.5 |
| Largest owners | Shares | Value |
|---|---|---|
| Vanguard | 78.60 mm | $6.36 tn |
| BLK Blackrock | 53.41 mm | $4.32 tn |
| CNS Cohen & Steers | 38.01 mm | $3.07 tn |
| STT State Street | 32.23 mm | $2.61 tn |
| Wellington Management | 27.10 mm | $2.19 tn |
| Capital International Investors | 21.38 mm | $1.73 tn |
| FMR | 14.50 mm | $1.17 tn |
| Geode Capital Management | 11.52 mm | $929.48 bn |
| PFG Principal Financial Group Inc - Registered Shares | 10.33 mm | $835.49 bn |
| DSECF Daiwa Securities | 8.02 mm | $647.54 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 23 Aug 23 | Karen B DeSalvo | Common Stock | Grant | Acquire A | No | No | 81 | 21 | 1.70 k | 11,609.59 |
| 23 Aug 23 | Dennis G Lopez | Common Stock | Grant | Acquire A | No | No | 81 | 72 | 5.83 k | 9,612.57 |
| 23 Aug 23 | Sullivan Kathryn M | Other Stock Units Common | Grant | Acquire A | No | No | 0 | 36 | 0.00 | 36 |
| 23 Aug 23 | Sullivan Kathryn M | LTIP Units Common | Grant | Acquire A | No | No | 0 | 36 | 0.00 | 36 |
| 20 Jun 23 | Shankh Mitra | Common Stock | Gift | Dispose G | No | No | 0 | 80 | 0.00 | 80,892 |
| 16 Jun 23 | Shankh Mitra | Common Stock | Gift | Dispose G | No | No | 0 | 328 | 0.00 | 80,972 |
| 31 May 23 | Shankh Mitra | Common Stock | Grant | Acquire A | No | No | 60.34 | 352 | 21.24 k | 81,300 |
| 23 Mar 23 | Karen B DeSalvo | Common Stock | Grant | Acquire A | No | No | 76.17 | 36 | 2.74 k | 11,588.59 |
News
Raymond James Maintains Outperform on Welltower, Raises Price Target to $95
20 Sep 23
Baird Maintains Neutral on Welltower, Raises Price Target to $84
14 Sep 23
Mizuho Maintains Buy on Welltower, Raises Price Target to $90
14 Sep 23
Qualcomm-Apple Chip Supply Agreement, Report On AstraZeneca CEO's Alleged Intention To Step Down, Apple & Google Face Off in Antitrust Showdown: Today's Top Stories
11 Sep 23
Welltower Raises FY23 FFO Outlook On Strong Capital Deployment & Senior Housing Business
11 Sep 23
Press releases
Welltower Raises 2023 Guidance and Issues Business Update
11 Sep 23
Land & Buildings Issues Letter to Ventas Shareholders Detailing Continued Underperformance and Why Meaningful Board Change is Needed Now
11 Sep 23
Welltower to Participate in BofA Securities 2023 Global Real Estate Conference
11 Sep 23
Welltower Issues Business Update
31 Jul 23
Welltower Reports Second Quarter 2023 Results
31 Jul 23