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WELL · Welltower Inc.

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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WELL

Name: WELLTOWER INC. (WELL) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

WELLTOWER INC.

INVESTMENT VEHICLES · REAL ESTATE INVESTMENT TRUSTS · CIK 0000766704

CONGRESS · 1☆ WATCH

INSIDER NET · 180D

$1.2M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

871

13F, latest reported quarter

REVENUE GROWTH

+40.2%

XBRL, annual

NET MARGIN

11.4%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$1.2M over 180 days

+$1.2M over 90 days

more than 87% of Investment Vehicles

CONGRESS

1 member bought in the last year

the lowest in Investment Vehicles

FUNDS

871 funds added or opened last quarter

the highest in Investment Vehicles

REVENUE

+40.2% year over year

more than 88% of Investment Vehicles

MARGIN

11.4% net margin

below 51% of Investment Vehicles

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

871 funds added or opened positions in the latest 13F quarter, of 1,598 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +44.3%

+44.3%12M

INSIDER BUY

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders are net buyers of their own stock.

The record shows a net $1.2M bought by insiders over 180 days, 871 funds added last quarter, 1 Congress member(s) bought in 12 months. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TPL EQIX BRT ACR IRM NYC IDCC SPG MDV MDRR DLB AAT

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, WELLTOWER INC. insiders bought a net $1.2M of stock across 6 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Gundlach Andrew

Director

BUY

2026-08-26

2,500.0

$605.1K

Gundlach Andrew

Director

BUY

2026-08-25

2,500.0

$598.7K

Gundlach Andrew

Director

BUY

2025-06-30

10,000.0

$1.5M

BACON KENNETH J

Director

SELL

2024-12-09

2,200.0

$286.4K

BACON KENNETH J

Director

SELL

2024-06-04

1,800.0

$187.0K

6 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 1 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

78,049,214.0 sh

$17.7B

VANGUARD CAPITAL MANAGEMENT LLC

46,118,974.0 sh

$10.5B

VANGUARD PORTFOLIO MANAGEMENT LLC

43,449,568.0 sh

$9.9B

STATE STREET CORP

42,138,810.0 sh

$9.6B

Capital International Investors

39,500,055.0 sh

$9.0B

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

iShares Residential and Multisector Real Estate ETF

$182.1M POSITION · AS OF 2026-03-31

23.2%

abrdn Real Estate Fund

$5.9M POSITION · AS OF 2026-04-30

15.3%

Cohen & Steers Real Estate Active ETF

$43.4M POSITION · AS OF 2026-03-31

15.0%

Cohen & Steers Institutional Realty Shares

$1.2B POSITION · AS OF 2026-03-31

14.7%

Cohen & Steers Realty Shares

$1.1B POSITION · AS OF 2026-03-31

14.7%

JNL/Cohen & Steers U.S. Realty Fund

$11.3M POSITION · AS OF 2026-03-31

14.6%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Corporate PAC

FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors

Welltower Inc. Political Action Committee (Welltower Pac)

CYCLE 2026 · $0K SPENT

FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION

Executive pay vs shareholder return · Shankh Mitra

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$821.1M

$999.6M

$136.6M

+228%

+38%

2024

$20.2M

$106.6M

$5.8M

+119%

+34%

2023

$17.3M

$40.8M

$5.0M

+53%

+23%

2022

$14.3M

$6.0M

$4.1M

+8%

2021

$12.8M

$22.9M

$3.1M

+37%

+43%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$8.5B	$6.0B	$4.8B	$4.2B
NET INCOME	$936.8M	$951.7M	$340.1M	$141.2M
EPS (DILUTED)	1.39	1.57	0.66	0.30
OPERATING CASH FLOW	$2.9B	$2.3B	$1.6B	$1.3B
CASH	$5.0B	$3.5B	$2.0B	$631.7M
LONG-TERM DEBT	$19.2B	$15.5B	$15.7B	$14.7B
BUYBACKS	—	—	—	$0
DIVIDENDS PAID	$1.9B	$1.5B	$1.3B	$1.1B

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE