WELL at a glance
Welltower (WELL, SEC CIK 766704) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 28, 2026 and Form 4 insider filings as recently as September 30, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Welltower (WELL) reported revenue of $8.5 billion (up 40.2% from FY2024) and net income of $936.8 million. Diluted EPS was $1.39.
- As of June 30, 2026, 47 institutional investment managers tracked by SignalX reported holding Welltower (WELL) shares worth $86.9 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Gundlach Andrew on August 26, 2026 of 2,500 shares at $242.06 per share.
- In the last 90 days, WELL insiders reported 4 open-market purchases ($2.4M) and 0 open-market sales ($0) on Form 4, a net purchase of $2.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $8.5B
- +40.2% vs prior year
- Insiders · 90 days
- 4 buys · 0 sells
- Net +$2.4M
- 13F holders
- 47 funds
- $86.9B · +2 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
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
- Increased risk exposure to litigation, including employment-related class actions against operators and managers, potentially affecting financial condition
- Notable risk from bank failures and liquidity events possibly impairing tenants’ and operators’ financial obligations to Welltower
- Heightened impact of severe weather, natural disasters, and climate change increasing insurance costs and potential physical asset losses
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
- Operational risk: Reliance on external property management partners for Outpatient Medical portfolio monitoring, creating potential oversight vulnerabilities
- Competitive risk: 57.2% NOI concentrated in Seniors Housing Operating segment, exposed to market or demand shifts in senior rental housing relative to competitors
- Financial risk: Welltower Inc. owns 98.378% of Welltower OP, with all debt incurred by Welltower OP but fully guaranteed by Welltower Inc., creating structural leverage dependency
Management Discussion & Analysis
- Profitability or margin data not included in this section
- Cash flow, buybacks, dividends, or capex details absent
- No forward-looking guidance or risk disclosures presented
AI summary of the WELL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Filing text contains cautionary disclosures only, with no quarterly revenue or YoY comparison
- No profitability, margin, segment, product-line, cash-flow, or capital-deployment figures disclosed
- Potential headwinds: inflation, elevated interest rates, healthcare regulation, operator financial stress, geopolitical conflict
Risk Factors
- No material changes from 2025 Form 10-K risk factors disclosed
- Regulatory and compliance risks unchanged from the 2025 Form 10-K
- Operational and competitive risks unchanged from the 2025 Form 10-K
- Financial risks unchanged from the 2025 Form 10-K
- Liquidity exposure includes potential repurchase financing from borrowings or debt offerings
AI summary of the WELL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- New ATM program authorizes up to $7.5B in common-stock sales, creating substantial equity funding capacity
- Proceeds could support acquisitions, development, debt reduction, or general corporate purposes, but may dilute existing shareholders
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 operating results released for quarter ended June 30, 2026
- Supplemental information package furnished as Exhibit 99.2 for detailed operating metrics
Item 8.01: Other Events
- C$1.15B senior unsecured issuance, guaranteed by Welltower Inc., expanding funding capacity
- C$750M 3.850% notes mature August 15, 2031
AI summaries of WELL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WELL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| McHugh Timothy | G | Sep 29, 2026 | 2,150 | - |
| Gundlach Andrew | Buy | Aug 26, 2026 | 2,500 | $242.06 |
| Gundlach Andrew | Buy | Aug 26, 2026 | 2,500 | $242.06 |
| Gundlach Andrew | Buy | Aug 25, 2026 | 2,500 | $239.47 |
| Gundlach Andrew | Buy | Aug 25, 2026 | 2,500 | $239.47 |
| LOPEZ DENNIS G | A | Aug 20, 2026 | 73 | $237.40 |
| Mitra Shankh | G | Jun 26, 2026 | 3,852 | - |
| Mitra Shankh | A | May 31, 2026 | 17 | $173.32 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $4.8B | $6.0B | $8.5B | |
| Net Income | $340.1M | $951.7M | $936.8M | |
| Net Margin | 7.2% | 15.8% | 11.1% | |
| Balance Sheet | ||||
| Total Assets | $44.0B | $51.0B | $67.3B | |
| Equity | $25.4B | $32.0B | $42.1B | |
| ROE | 1.3% | 3.0% | 2.2% | |
| Per Share | ||||
| EPS | $0.66 | $1.57 | $1.39 | |
| Cash Flow | ||||
| Operating CF | $1.6B | $2.3B | $2.9B | |
Source: XBRL data in Welltower (WELL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WELL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 47 | $86.90B |
| Q1 2026 | 45 | $74.72B |
| Q4 2025 | 44 | $69.17B |
| Q3 2025 | 46 | $66.16B |
| Q2 2025 | 43 | $53.93B |
| Q1 2025 | 39 | $42.21B |
| Q4 2024 | 32 | $30.19B |
| Q3 2024 | 29 | $15.48B |
- BlackRock+4.05M (+5%)
- Vanguard Portfolio Management LLC+1.59M (+4%)
- Goldman Sachs Group+1.40M (+21%)
- T. Rowe Price Group+1.27M (+7%)
- COHEN & STEERS, INC.+976.0K (+3%)
- FMR LLC (Fidelity)−2.72M (-12%)
- Bank of America Corp−2.25M (-10%)
- D.E. Shaw & Co−1.15M (-55%)
- Citadel Advisors LLC−1.09M (-66%)
- Two Sigma Investments−141.2K (-81%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 325 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WELL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 8-K | Jul 13, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 8-K | Mar 10, 2026 | - | Analysis | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
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WELL SEC filings: frequently asked questions
Are WELL insiders buying or selling?
In the last 90 days, Welltower (WELL) officers, directors and 10% owners reported 4 open-market purchases worth $2.4 million by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WELL stock?
As of June 30, 2026, the largest Welltower (WELL) holders among the 13F filers tracked by SignalX were BlackRock ($17.7 billion), Vanguard Capital Management LLC ($10.5 billion), Vanguard Portfolio Management LLC ($9.9 billion), State Street Corp ($9.6 billion), COHEN & STEERS, INC. ($8.4 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WELL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Welltower (WELL) reported revenue of $8.5 billion (up 40.2% from FY2024) and net income of $936.8 million. Diluted EPS was $1.39. The figures come from the XBRL data in the 10-K.
What are the main risks in WELL's latest 10-K?
In the 10-K filed February 12, 2026, Welltower (WELL) flagged: 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. (AI summary of the Risk Factors section.)
What did WELL report in its latest 8-K?
Welltower (WELL) filed an 8-K on July 28, 2026 reporting Item 8.01 (Other Events). New ATM program authorizes up to $7.5B in common-stock sales, creating substantial equity funding capacity.
What are the latest WELL SEC filings?
Welltower (WELL) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 28, 2026 and a Form 4 insider filing on September 30, 2026.
What is WELL's SEC CIK number?
Welltower (WELL)'s SEC Central Index Key (CIK) is 766704. EDGAR lists every WELL filing under that number.
Ask anything about WELL
The research agent reads WELL's filings, financials, insider trades and 13F holders, then answers with sources.