Welltower Inc. (WELL)

Sector:
REAL ESTATE
Industry:
REAL ESTATE INVESTMENT TRUSTS
SIC:
REAL ESTATE INVESTMENT TRUSTS
CEO:
Shankh Mitra
Employees:
510
4500 DORR STREET, TOLEDO, OH 43615
419-247-2800

Welltower Inc. (NYSE:WELL) is an S&P 500 company headquartered in Toledo, Ohio. 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.

Data derived from most recent annual or quarterly report
Market Cap 46.748 Billion Shares Outstanding518.729 Million Avg 30-day Volume 3.664 Million
P/E Ratio170.4039 Dividend Yield3.7231 EPS-0.01
Price to Revenue7.4004 Debt to Equity0.6648 EBITDA1.664 Billion
Price to Book Value1.8741 Operating Margin0.0 Enterprise Value57.031 Billion
Current Ratio EPS Growth0 Quick Ratio
1 Yr BETA 0.8568 52-week High/Low 90.63 / 60.75 Profit Margin4.6704
Operating Cash Flow Growth9.2807 Free Cash Flow to Firm (FCFF) TTM -3.832 Billion Free Cash Flow to Equity (FCFE) TTM1.016 Billion
Altman Z-Score

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Funds Holding WELL (via 13F filings)

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-11-27 by SULLIVAN KATHRYN M
  • 4: filed on 2023-11-27 by LOPEZ DENNIS G
  • 4: filed on 2023-11-27 by DESALVO KAREN B
  • 4: filed on 2023-11-03 by MITRA SHANKH
  • 4: filed on 2023-08-25 by SULLIVAN KATHRYN M
  • 4: filed on 2023-08-25 by LOPEZ DENNIS G
  • 4: filed on 2023-08-25 by DESALVO KAREN B
  • 4: filed on 2023-06-20 by MITRA SHANKH
  • 4: filed on 2023-05-25 by SULLIVAN KATHRYN M
  • 4: filed on 2023-05-25 by LOPEZ DENNIS G

    • Events (8k)

  • 8-K: filed on 2023-11-09:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-10-30:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-09-11:
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-09:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-01:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-07-31:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-06-06:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-24:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2023-05-11:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 3.02: Unregistered Sales of Equity Securities
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-03:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

    Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    SULLIVAN KATHRYN M

    • Director
    		 0 2023-11-22 9

    LOPEZ DENNIS G

    • Director
    		 9,679 2023-11-22 8

    DESALVO KAREN B

    • Director
    		 11,690 2023-11-22 6

    MITRA SHANKH CEO & DIRECTOR

    • Officer
    • Director
    		 78,047 2023-11-02 6

    HAWKINS PHILIP L

    • Director
    		 0 2023-03-31 4

    BACON KENNETH J

    • Director
    		 0 2023-02-23 1

    BURKART JOHN F. EVP-CHIEF OPERATING OFFICER

    • Officer
    		 0 2023-02-23 2

    RIVERA SERGIO

    • Director
    		 21,964 2023-02-23 1

    MCQUEEN MATTHEW GRANT EVP, GEN.COUNSEL & SECRETARY

    • Officer
    		 0 2023-02-23 3

    FIEWEGER JOSHUA SVP, CHIEF ACCOUNTING OFFICER

    • Officer
    		 0 2023-02-23 2

    SPISSO JOHNESE

    • Director
    		 11,410 2023-02-23 1

    MCHUGH TIMOTHY EVP - CHIEF FINANCIAL OFFICER

    • Officer
    		 0 2023-02-23 3

    MENON AYESHA EVP - WELLNESS HOUSING & DEVE

    • Officer
    		 0 2023-02-23 3

    REID DIANA

    • Director
    		 8,616 2023-02-23 1

    PATTON ADE J.

    • Director
    		 6,084 2023-02-23 1

    DONAHUE JEFFREY H

    • Director
    		 49,223 2022-03-03 0

    OSTER SHARON M

    • Director
    		 60,469 2021-02-12 0

    TRUMBULL R SCOTT

    • Director
    		 75,061 2020-02-18 0

    DEROSA THOMAS J CHAIRMAN & CEO

    • Officer
    • Director
    		 343,558 2020-02-14 0

    GOODEY JOHN CHIEF FINANCIAL OFFICER

    • Officer
    		 48,094 2019-03-13 0

    KERR MERCEDES EVP-BUSINESS DEVELOPMENT

    • Officer
    		 44,478 2019-02-28 0

    PELHAM JUDITH C

    • Director
    		 13,588 2019-02-07 0

    MEYERS GEOFFREY G

    • Director
    		 10,109 2019-02-07 0

    NAUGHTON TIMOTHY J

    • Director
    		 19,161 2019-02-07 0

    WHITELAW GARY

    • Director
    		 10,040 2019-02-07 0

    NUNGESTER PAUL D JR

    • PRINCIPAL ACCOUNTING OFFICER
    		 29,989 2018-02-15 0

    KLIPSCH FRED S

    • Director
    		 20,610 2018-02-08 0

    ESTES SCOTT A EVP AND CFO

    • Officer
    		 0 2017-04-13 0

    MILLER JEFFREY H EVP-COO

    • Officer
    		 120,302 2017-01-31 0

    BRINKER SCOTT M EVP - CHIEF INVESTMENT OFFICER

    • Officer
    		 102,563 2016-12-31 0

    IBELE ERIN C EVP-HEAD HUMAN CAP.&CORP.SECY.

    • Officer
    		 63,256 2016-06-17 0

    HERMAN CHARLES J JR EVP/PRES, SRS. HOUS/POST ACUTE

    • Officer
    		 87,491 2015-06-10 0

    GRUA PETER J

    • Director
    		 29,265 2015-03-10 0

    CRABTREE MICHAEL A SR. VICE PRESIDENT & TREASURER

    • Officer
    		 45,039 2015-03-05 0

    BALLARD WILLIAM C JR

    • Director
    		 38,027 2015-02-05 0

    CHAPMAN GEORGE L CHAIRMAN, CEO AND PRESIDENT

    • Officer
    • Director
    		 282,802 2014-02-06 0

    OTTEN JEFFREY

    • Director
    		 7,212 2014-02-06 0

    LOFTUS DANIEL R SENIOR VICE PRESIDENT

    • Officer
    		 No longer subject to file 2012-11-01 0

    THOMAS JOHN T EVP- MEDICAL FACILITIES

    • Officer
    		 No longer subject to file 2012-07-25 0

    DECKER DANIEL A

    • Director
    		 0 2012-01-26 0

    BORRA PIER C

    • Director
    		 68,146 2012-01-26 0

    FARRAR FREDERICK L EXECUTIVE VICE PRESIDENT

    • Officer
    		 51,754 2009-10-15 0

    BRAUN RAYMOND W PRESIDENT

    • Officer
    • Director
    		 144,675 2009-01-15 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    DESALVO KAREN B - Director

    		2023-11-27 17:52:32 -0500 2023-11-22 A 80 $88.70 a 11,690 direct

    LOPEZ DENNIS G - Director

    		2023-11-27 17:54:12 -0500 2023-11-22 A 66 $88.70 a 9,679 direct

    SULLIVAN KATHRYN M - Director

    		2023-11-27 17:55:43 -0500 2023-11-22 A 44 a 44 direct

    SULLIVAN KATHRYN M - Director

    		2023-11-27 17:55:43 -0500 2023-11-22 A 44 a 44 direct

    MITRA SHANKH - Director - Officer CEO & DIRECTOR

    		2023-11-03 16:26:37 -0400 2023-11-02 G 2,907 d 77,985 direct -2.8251 -2.3312 0.0 1 -3.9653 4

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    WELLTOWER INC WELL 2023-11-28 22:15:04 UTC 5.0697 0.2503 0
    WELLTOWER INC WELL 2023-11-28 21:45:03 UTC 5.0697 0.2503 0
    WELLTOWER INC WELL 2023-11-28 21:15:04 UTC 5.0697 0.2503 0
    WELLTOWER INC WELL 2023-11-28 20:45:04 UTC 5.0697 0.2503 0
    WELLTOWER INC WELL 2023-11-28 20:15:04 UTC 5.0558 0.2642 0
    WELLTOWER INC WELL 2023-11-28 19:45:03 UTC 5.0558 0.2642 0
    WELLTOWER INC WELL 2023-11-28 19:15:04 UTC 5.0558 0.2642 0
    WELLTOWER INC WELL 2023-11-28 18:45:03 UTC 5.0558 0.2642 0
    WELLTOWER INC WELL 2023-11-28 18:15:03 UTC 5.0558 0.2642 0
    WELLTOWER INC WELL 2023-11-28 17:45:04 UTC 5.0557 0.2643 0
    WELLTOWER INC WELL 2023-11-28 17:15:04 UTC 5.0557 0.2643 0
    WELLTOWER INC WELL 2023-11-28 16:45:04 UTC 5.0557 0.2643 0
    WELLTOWER INC WELL 2023-11-28 16:15:04 UTC 5.0557 0.2643 0
    WELLTOWER INC WELL 2023-11-28 15:45:03 UTC 5.0554 0.2646 0
    WELLTOWER INC WELL 2023-11-28 15:15:03 UTC 5.0554 0.2646 0
    WELLTOWER INC WELL 2023-11-28 14:45:04 UTC 5.0511 0.2689 0
    WELLTOWER INC WELL 2023-11-28 14:15:04 UTC 5.0511 0.2689 0
    WELLTOWER INC WELL 2023-11-28 13:45:04 UTC 5.0636 0.2564 0
    WELLTOWER INC WELL 2023-11-28 13:15:03 UTC 5.0636 0.2564 0
    WELLTOWER INC WELL 2023-11-28 12:45:04 UTC 5.0636 0.2564 0

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    AGF Investments Trust- AGFIQ U.S. Market Neutral Momentum Fund WELL -360.0 shares, $-23263.2 2020-12-31 N-PORT
    M3Sixty Funds Trust- AXS Market Neutral Fund WELL -1484.0 shares, $-95896.08 2020-12-31 N-PORT
    FundVantage Trust- Gotham Neutral 500 Fund WELL -52.0 shares, $-3724.76 2021-03-31 N-PORT
    JNL Series Trust- JNL/AQR Large Cap Relaxed Constraint Equity Fund WELL -3070.0 shares, $-219904.1 2021-03-31 N-PORT
    Weiss Strategic Interval Fund- Weiss Strategic Interval Fund WELL -45738.0 shares, $-2941868.16 2022-09-30 N-PORT
    ACAP Strategic Fund- ACAP Strategic Fund WELL -475731.0 shares, $-34076611.53 2021-03-31 N-PORT
    VANGUARD MONTGOMERY FUNDS- VANGUARD MARKET NEUTRAL FUND WELL -51042.0 shares, $-4128787.38 2023-06-30 N-PORT
    Guggenheim Funds Trust- Guggenheim Risk Managed Real Estate Fund WELL -18832.0 shares, $-1523320.48 2023-06-30 N-PORT
    VELA Funds- VELA LARGE CAP PLUS FUND WELL -1990.0 shares, $-160971.1 2023-06-30 N-PORT
    Managed Portfolio Series- Nuance Concentrated Value Long-Short Fund WELL -16133.0 shares, $-1325325.95 2023-07-31 N-PORT
    GLENMEDE FUND INC- Quantitative U.S. Long/Short Equity Portfolio WELL -6480.0 shares, $-532332.0 2023-07-31 N-PORT
    GLENMEDE FUND INC- Quantitative U.S. Total Market Equity Portfolio WELL -1800.0 shares, $-147870.0 2023-07-31 N-PORT
    RUSSELL INVESTMENT CO- Sustainable Equity Fund WELL -2356.0 shares, $-193545.4 2023-07-31 N-PORT
    Series Portfolios Trust- Weiss Alternative Multi-Strategy Fund WELL -19012.0 shares, $-1561835.8 2023-07-31 N-PORT
    Calamos Investment Trust/IL- Calamos Market Neutral Income Fund WELL -144500.0 shares, $-11870675.0 2023-07-31 N-PORT
    WASATCH FUNDS TRUST- Wasatch Long/Short Alpha Fund WELL -3019.0 shares, $-247316.48 2023-09-30 N-PORT
    Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund WELL -31600.0 shares, $-2588672.0 2023-09-30 N-PORT
    AQR Funds- AQR Diversified Arbitrage Fund WELL -30382.0 shares, $-2488893.44 2023-09-30 N-PORT
    Federated Hermes Adviser Series- Federated Hermes MDT Market Neutral Fund WELL -55042.0 shares, $-4509040.64 2023-09-30 N-PORT
    Federated Hermes Equity Funds- Federated Hermes Prudent Bear Fund WELL -4000.0 shares, $-327680.0 2023-09-30 N-PORT
    Collaborative Investment Series Trust- Greenwich Ivy Long-Short Fund WELL -1655.0 shares, $-135577.6 2023-09-30 N-PORT
    RUSSELL INVESTMENT FUNDS- U.S. Strategic Equity Fund WELL -5306.0 shares, $-434667.52 2023-09-30 N-PORT
    INVESTMENT MANAGERS SERIES TRUST II- AXS Market Neutral Fund WELL -1304.0 shares, $-106823.68 2023-09-30 N-PORT
    TIFF INVESTMENT PROGRAM- TIFF Multi-Asset Fund WELL -20899.0 shares, $-1712046.08 2023-09-30 N-PORT

    Congressional Transactions Past 6-Months

    To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***
    Congress Person Party Chamber Filing Filing Date Transaction Date Security Type Owner Transaction Amount
    Hon. Daniel Goldman House Filing 2023-08-09 2023-07-12 S $15,001-$50,000
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