WELL WelltowercompanySEC Filings & Insider Trading Activity 2026
Latest Welltower (WELL) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 12, 2026, a 10-Q quarterly report filed on October 28, 2025, an 8-K current report filed on April 29, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Welltower (WELL) (SEC CIK 766704), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business model: Investment in senior housing and healthcare real estate properties with development, redevelopment, and leasing focus
- • Emphasis on development and redevelopment projects amid material shortages, labor availability challenges, and inflationary cost pressures
Risk Factors
- • Regulatory/legal risk: Wells Fargo as guarantor of unsecured notes under REIT governance, potential exposure if Welltower OP LLC borrowing risks materialize
- • Geopolitical/macro risk: Portfolio exposure across U.S., U.K., and Canada, risking foreign market or currency disruptions for 2,500+ seniors housing communities
Management Discussion & Analysis
- • No revenue figures or YoY changes disclosed in provided MD&A
- • Profitability or margin data not included in this section
AI 10-Q Quarterly Report AnalysisLatest 10-Q (2025-09-30)
Management Discussion & Analysis
- • Revenue $1.109B for Q3 2025, up 31% YoY from $843M in Q3 2024; Nine months revenue $3.103B, up 34% YoY from $2.319B
- • Operating margin (NOI/Revenue) approx. 100% (NOI $1.109B vs revenue $1.109B Q3 2025); SSNOI $601M up 14% from $526M YoY Q3
Risk Factors
- • No material changes in risk factors since 2024 10-K, carried-forward operational, market, financial, and regulatory risks remain applicable
AI 8-K Current Report AnalysisRecent 8-K Filings
Item 1.01: Entry into a Material Definitive Agreement
- • Total revolving credit facility upsized to $6.25B (from $5.0B prior), split into $4.25B Tranche A (matures Mar 2030) and $2.0B Tranche B (matures Jul 2029)
- • Prior facility also included $1.0B + CAD $250M term loans — both eliminated and replaced solely with revolving capacity
Annual Reports Archive10-K
AI-powered analysis of Welltower (WELL) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of Welltower (WELL) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of Welltower (WELL) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Profitability | |||||
| Revenue | $3.2B | $4.2B | $4.8B | $6.0B | $8.5B |
| Net Income | $336.1M | $141.2M | $340.1M | $951.7M | $936.8M |
| Net Margin | 10.5% | 3.4% | 7.2% | 15.8% | 11.1% |
| Balance Sheet | |||||
| Total Assets | $34.9B | $37.9B | $44.0B | $51.0B | $67.3B |
| Equity | $17.6B | $20.3B | $25.4B | $32.0B | $42.1B |
| ROE | 1.9% | 0.7% | 1.3% | 3.0% | 2.2% |
Source: XBRL financial data from Welltower (WELL) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Apr 29, 2026 | — | — | — |
8-K | Apr 28, 2026 | — | — | — |
8-K | Mar 10, 2026 | — | Analysis | — |
10-K | Feb 12, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 10, 2026 | — | — | |
10-Q | Oct 28, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Jul 29, 2025 | Jun 30, 2025 | — | |
10-Q | Apr 29, 2025 | Mar 31, 2025 | — | |
10-K | Feb 12, 2025 | Dec 31, 2024 | — | |
10-Q | Oct 29, 2024 | Sep 30, 2024 | — | |
10-Q | Jul 30, 2024 | Jun 30, 2024 | — | |
10-Q | Apr 30, 2024 | Mar 31, 2024 | — | |
10-K | Feb 15, 2024 | Dec 31, 2023 | — | |
10-Q | Oct 31, 2023 | Sep 30, 2023 | — | |
10-Q | Aug 1, 2023 | Jun 30, 2023 | — | |
10-Q | May 3, 2023 | Mar 31, 2023 | — | |
10-K | Feb 21, 2023 | Dec 31, 2022 | — | |
10-Q | Nov 8, 2022 | Sep 30, 2022 | — | |
10-Q | Aug 9, 2022 | Jun 30, 2022 | — | |
10-Q | May 10, 2022 | Mar 31, 2022 | — | |
10-K | Feb 16, 2022 | Dec 31, 2021 | — | |
10-Q | Nov 5, 2021 | Sep 30, 2021 | — | |
10-Q | Jul 30, 2021 | Jun 30, 2021 | — | |
10-Q | Apr 29, 2021 | Mar 31, 2021 | — | |
10-K | Feb 10, 2021 | Dec 31, 2020 | — |
Frequently Asked Questions
What are the latest WELL SEC filings in 2026?
Welltower (WELL) has filed a 10-K annual report on February 12, 2026, a 10-Q quarterly report on October 28, 2025, an 8-K current report on April 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did WELL file its most recent 10-K annual report?
Welltower (WELL) filed its most recent 10-K annual report on February 12, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view WELL 10-Q quarterly reports?
Welltower (WELL)'s most recent 10-Q quarterly report was filed on October 28, 2025. SignalX displays every WELL 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has WELL filed recently?
Welltower (WELL)'s most recent 8-K was filed on April 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find WELL insider trading activity (Form 4)?
SignalX aggregates every WELL Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does WELL file with the SEC?
Welltower (WELL) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new WELL filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Welltower (WELL).
What is WELL's SEC CIK number?
Welltower (WELL)'s SEC CIK (Central Index Key) number is 766704. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 766704 to look up all WELL filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find WELL return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Welltower (WELL) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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