WELL Welltower (WELL) Insider Trading, Ownership & Congress Trades
Real Estate · Real estate investment trusts · CIK 0000766704
Congress · 1
Funds added, last quarter
875
13F, latest reported quarter
Conversions, 180 days
1
Codes C/M, not in net · $0 priced
What the filings say about WELL
Insiders, 180 days
+$1.2M net bought
1 buyer
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2026-02-11
Welltower insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and 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 buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Aug 25, 2026.
- The trade is 9.1% of the 27,500 shares held after it.
- No other insider bought within 30 days.
- 875 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Gundlach Andrew bought about $605.1K of WELL on Aug 26, 2026, the largest insider purchase at the company since 2025; 875 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Jun 30, 2025.
- The trade is 11.1% of the 22,500 shares held after it.
- No other insider bought within 30 days.
- 875 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Gundlach Andrew bought about $598.7K of WELL on Aug 25, 2026, the largest insider purchase at the company since 2025; 875 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 50.0% of the 20,000 shares held after it.
- No other insider bought within 30 days.
- 875 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Gundlach Andrew bought about $1.5M of WELL on Jun 30, 2025, the largest insider purchase at the company on our record; 875 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Jun 4, 2024.
- The trade is 17.8% of the 12,379 shares held after it.
- No other insider sold within 30 days.
- 875 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BACON KENNETH J sold about $286.4K of WELL on Dec 9, 2024; 875 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 12.3% of the 14,579 shares held after it.
- No other insider sold within 30 days.
- 875 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BACON KENNETH J sold about $187.0K of WELL on Jun 4, 2024; 875 funds added in the latest 13F quarter.6 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
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 94% of Real Estate
Congress
1 member bought in the last year
the lowest in Real Estate
Funds
875 funds bought in last quarter
more than 99% of Real Estate
Revenue
+40.2% year over year
more than 91% of Real Estate
Margin
11.4% net margin
more than 55% of Real Estate
Buybacks
no share repurchases reported
Short interest
2.5% of the float short (float per yahoo 2026-10-26) · 6.0 days to cover · settled 2026-09-30
below 66% of Real Estate
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch WELL
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+30.7%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns WELL: institutional holders (13F)
13F holdings, latest reported quarter
78,049,214 sh
$17.7B
46,118,974 sh
$10.5B
43,449,568 sh
$9.9B
42,138,810 sh
$9.6B
39,500,055 sh
$9.0B
Congress trades in WELL
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-02-11 · disclosed 29 days later
$1,001 - $15,000
Sold 2025-05-12 · disclosed 41 days later
$50,001 - $100,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
WELL planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
WELL mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
iShares Residential and Multisector Real Estate ETF
$205.7M position · as of 2026-06-30
23.5%
Cohen & Steers Institutional Realty Shares
$1.4B position · as of 2026-06-30
15.7%
Cohen & Steers Realty Shares
$1.3B position · as of 2026-06-30
15.7%
JNL/Cohen & Steers U.S. Realty Fund
$95.4M position · as of 2026-06-30
15.7%
Cohen & Steers Real Estate Securities Fund
$1.5B position · as of 2026-06-30
15.4%
Cohen & Steers Real Estate Active ETF
$66.9M position · as of 2026-06-30
15.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
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
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, 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%
+8%
2021
$12.8M
$22.9M
$3.1M
+37%
+43%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
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, 875 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
WELL financials
Revenue growth
+40.2%
XBRL, annual
Net margin
11.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$11.8B
four quarters, 2025-04-01 to 2026-03-31
Revenue, TTM WELL
| FY Dec 2025 | $10.8B |
| FY Dec 2024 | $8.0B |
| FY Dec 2023 | $6.6B |
| FY Dec 2022 | $5.9B |
| FY Dec 2021 | $4.7B |
| Mar 2026 | $3.4B |
| Dec 2025 | $3.2B |
| Sep 2025 | $2.7B |
| Jun 2025 | $2.5B |
| Mar 2025 | $2.4B |
| Dec 2024 | $2.3B |
| Sep 2024 | $2.1B |
| Jun 2024 | $1.8B |
At each fiscal year end
Single quarter
Net margin, TTM
+12.2%
net income over revenue, 2025-04-01 to 2026-03-31
Net margin, TTM WELL
| FY Dec 2025 | +8.6% |
| FY Dec 2024 | +11.9% |
| FY Dec 2023 | +5.1% |
| FY Dec 2022 | +2.4% |
| FY Dec 2021 | +7.1% |
| Mar 2026 | +22.4% |
| Dec 2025 | +2.9% |
| Sep 2025 | +10.5% |
| Jun 2025 | +12.0% |
| Mar 2025 | +10.6% |
| Dec 2024 | +4.6% |
| Sep 2024 | +22.2% |
| Jun 2024 | +14.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.9B
operating cash flow minus capex, 2025-04-01 to 2026-03-31
Free cash flow, TTM WELL
| FY Dec 2025 | $1.8B |
| FY Dec 2024 | $1.4B |
| FY Dec 2023 | $1.1B |
| FY Dec 2022 | $852.7M |
| FY Dec 2021 | $992.7M |
| Mar 2026 | $400.2M |
| Dec 2025 | $340.4M |
| Sep 2025 | $595.3M |
| Jun 2025 | $537.2M |
| Mar 2025 | $358.6M |
| Dec 2024 | $240.4M |
| Sep 2024 | $443.8M |
| Jun 2024 | $440.3M |
At each fiscal year end
Single quarter
Debt to equity
0.41x
long-term debt only, 2026-03-31; equity 2026-03-31
Debt to equity WELL
| FY Dec 2025 | 0.46x |
| FY Dec 2024 | 0.49x |
| FY Dec 2023 | 0.62x |
| FY Dec 2022 | 0.73x |
| FY Dec 2021 | 0.79x |
| Mar 2026 | 0.41x |
| Dec 2025 | 0.46x |
| Sep 2025 | 0.43x |
| Jun 2025 | 0.44x |
| Mar 2025 | 0.46x |
| Dec 2024 | 0.49x |
| Sep 2024 | 0.52x |
| Jun 2024 | 0.48x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.16x
TTM operating cash flow over long-term debt only, 2026-03-31
Cash flow to debt WELL
| FY Dec 2025 | 0.15x |
| FY Dec 2024 | 0.15x |
| FY Dec 2023 | 0.10x |
| FY Dec 2022 | 0.09x |
| FY Dec 2021 | 0.09x |
| Mar 2026 | 0.16x |
| Dec 2025 | 0.15x |
| Sep 2025 | 0.17x |
| Jun 2025 | 0.16x |
| Mar 2025 | 0.16x |
| Dec 2024 | 0.15x |
| Sep 2024 | 0.13x |
| Jun 2024 | 0.13x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+3.7%
TTM net income over average of 2025-03-31 and 2026-03-31
Return on equity WELL
| FY Dec 2025 | +2.5% |
| FY Dec 2024 | +3.3% |
| FY Dec 2023 | +1.5% |
| FY Dec 2022 | +0.7% |
| FY Dec 2021 | +2.0% |
| Mar 2026 | +3.7% |
| Dec 2025 | +2.5% |
| Sep 2025 | +2.7% |
| Jun 2025 | +3.5% |
| Mar 2025 | +3.5% |
| Dec 2024 | +3.3% |
| Sep 2024 | +3.5% |
| Jun 2024 | +2.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.4%
TTM net income over average of 2025-03-31 and 2026-03-31
Return on assets WELL
| FY Dec 2025 | +1.6% |
| FY Dec 2024 | +2.0% |
| FY Dec 2023 | +0.8% |
| FY Dec 2022 | +0.4% |
| FY Dec 2021 | +1.0% |
| Mar 2026 | +2.4% |
| Dec 2025 | +1.6% |
| Sep 2025 | +1.7% |
| Jun 2025 | +2.2% |
| Mar 2025 | +2.2% |
| Dec 2024 | +2.0% |
| Sep 2024 | +2.0% |
| Jun 2024 | +1.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital WELL
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed WELL
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
112.80x
close 2026-10-27 over four quarters of diluted EPS, 2025-04-01 to 2026-03-31
P/E, trailing WELL
| FY Dec 2025 | 133.53x |
| FY Dec 2024 | 81.31x |
| FY Dec 2023 | 138.72x |
| FY Dec 2022 | 211.45x |
| FY Dec 2021 | 109.96x |
| Mar 2026 | 98.36x |
| Dec 2025 | 133.53x |
| Sep 2025 | 123.71x |
| Jun 2025 | 87.35x |
| Mar 2025 | 88.56x |
| Dec 2024 | 81.31x |
| Sep 2024 | 83.68x |
| Jun 2024 | 100.24x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$173.3B
market value at close 2026-10-27 on 2026-04-24 shares, plus long-term debt only, 2026-03-31, minus cash 2026-03-31
Enterprise value WELL
| FY Dec 2025 | $141.6B |
| FY Dec 2024 | $90.5B |
| FY Dec 2023 | $62.1B |
| FY Dec 2022 | $45.1B |
| FY Dec 2021 | $51.0B |
| Mar 2026 | $151.2B |
| Dec 2025 | $141.6B |
| Sep 2025 | $129.2B |
| Jun 2025 | $112.1B |
| Mar 2025 | $110.5B |
| Dec 2024 | $90.5B |
| Sep 2024 | $90.2B |
| Jun 2024 | $73.5B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+1.2%
TTM free cash flow over market value at close 2026-10-27
FCF yield WELL
| FY Dec 2025 | +1.4% |
| FY Dec 2024 | +1.8% |
| FY Dec 2023 | +2.2% |
| FY Dec 2022 | +2.8% |
| FY Dec 2021 | +2.7% |
| Mar 2026 | +1.4% |
| Dec 2025 | +1.4% |
| Sep 2025 | +1.5% |
| Jun 2025 | +1.6% |
| Mar 2025 | +1.5% |
| Dec 2024 | +1.8% |
| Sep 2024 | +1.7% |
| Jun 2024 | +1.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
6.97x
P/E over trailing EPS growth of 16%: four quarters to 2026-03-31 against the four to 2025-03-31
PEG, trailing WELL
| FY Dec 2025 | n/a |
| FY Dec 2024 | 0.59x |
| FY Dec 2023 | 1.26x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | 6.08x |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | 1.26x |
| Mar 2025 | 0.80x |
| Dec 2024 | 0.59x |
| Sep 2024 | 0.37x |
| Jun 2024 | 0.27x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $10.8B | $8.0B | $6.6B | $5.9B |
| 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 | n/a | n/a | n/a | $0 |
| Dividends paid | $1.9B | $1.5B | $1.3B | $1.1B |
SEC XBRL, fiscal years, as known on 2026-10-28
WELL Stock Sonar score 6/7 axes
Find similar shapesCompareWELL ranks highest on growth (91st percentile) and institutional and government (84th), and lowest on risk and compliance (50th), among Real Estate peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
WELL filings, in plain words
Are Welltower insiders buying or selling WELL?
In the 180 days to 2026-10-28, Welltower insiders were net buyers, a net $1.2M across purchases and sales reported on Form 4, by 1 buyer.
Have members of Congress traded WELL?
Yes. In the year to 2026-10-28, 1 House member disclosed buying WELL and 0 House members disclosed selling it; the latest on record is a purchase by Jonathan Jackson dated 2026-02-11.
Read the full summary
In the 180 days to 2026-10-28, Welltower insiders were net buyers of WELL, a net $1.2M across purchases and sales reported on Form 4 by 1 buyer. In the year to 2026-10-28, 1 member of Congress disclosed buying WELL and 0 members disclosed selling it; the latest on record is a purchase by Jonathan Jackson dated 2026-02-11. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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