Insider and congress filings
Welltower Inc. (WELL)
About Welltower Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Real Estate
- Industry
- REIT - Healthcare Facilities
- Chief executive
- Shankh S. Mitra
- Employees
- 712
- Listed since
- Mar 19, 1980
- Market value
- $170.0B
- Price to earnings
- 122.3
- Earnings per share
- $1.91
- Dividend yield
- 1.30%
Earnings
6 reported quarters · next on Oct 26, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 27, 2026 | $0.61 | $0.62 | $3.5B | $3.4B | EPS in lineRevenue beat |
| Q1 FY2026reported Apr 28, 2026 | $1.02 | $0.68 | $3.4B | $3.2B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 10, 2026 | $0.14 | $0.58 | $3.2B | $2.9B | EPS missRevenue beat |
| Q3 FY2025reported Oct 27, 2025 | $0.41 | $0.59 | $2.7B | $2.6B | EPS missRevenue beat |
| Q2 FY2025reported Jul 28, 2025 | $0.46 | $0.46 | $2.5B | $2.5B | EPS in lineRevenue beat |
| Q1 FY2025reported Apr 28, 2025 | $0.40 | $1.15 | $2.4B | $2.3B | EPS missRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 10, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Nikhil ChaudhriCo-President and Chief Investment Officer | $700K | $182.3M | $2.9M | $185.8M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $17.7B | 78,049,214 | +5.5% | 11.07% |
| Vanguard Capital Management LLC | $10.5B | 46,118,974 | +1.7% | 6.54% |
| Vanguard Portfolio Management LLC | $9.9B | 43,449,568 | +3.8% | 6.16% |
| State Street Corp | $9.6B | 42,138,810 | +1.4% | 5.98% |
| Capital International Investors | $9.0B | 39,500,055 | +10.3% | 5.60% |
| Cohen & Steers, Inc. | $8.4B | 36,821,274 | +2.7% | 5.22% |
| Capital World Investors | $4.5B | 20,028,842 | +57.4% | 2.84% |
| Bank Of America Corp | $4.4B | 19,496,361 | -10.4% | 2.77% |
| FMR LLC | $4.4B | 19,451,466 | -12.3% | 2.76% |
| Price T Rowe Associates Inc | $4.2B | 18,490,213 | +7.4% | 2.62% |
| Norges Bank | $4.1B | 18,146,984 | +100.0% | 2.57% |
| Geode Capital Management, LLC | $4.0B | 17,685,516 | -0.5% | 2.51% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
10 filings of 336 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Andrew GundlachDirector | Bought | 2,500 | $242.06 | $605K | Aug 26, 2026 | 1d |
| Andrew GundlachDirector | Bought | 2,500 | $239.47 | $599K | Aug 25, 2026 | 2d |
| Andrew GundlachDirector | Bought | 10,000 | $151.46 | $1.5M | Jun 30, 2025 | 2d |
| Shankh MitraCEO | Sold | 62,205 | $152.48 | $9.5M | Jun 6, 2025 | 5d |
| Nikhil ChaudhriCo-President and CIO | Sold · 2 lines | 10,527 | $152.48 | $1.6M | Jun 6, 2025 | 4d |
| Matthew Grant McqueenChief Legal Officer | Sold | 8,854 | $152.48 | $1.3M | Jun 6, 2025 | 4d |
| John F. BurkartVice Chairman and COO | Sold | 8,854 | $152.48 | $1.3M | Jun 6, 2025 | 4d |
| Timothy McHughCo-President and CFO | Sold | 13,116 | $152.48 | $2.0M | Jun 6, 2025 | 4d |
| Shankh MitraCEO | Sold | 24,014 | $152.48 | $3.7M | Jun 6, 2025 | 4d |
| Karen B. DeSalvoDirector | Sold | 4,000 | $151.43 | $606K | Apr 30, 2024 | 366d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in WELL
20 disclosures of 47 on record · median 26d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +20.5%S&P +20.2% · vs S&P 500 +0.3% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +20.8%S&P +20.7% · vs S&P 500 +0.1% | Mar 30, 2026 | Jul 21, 2026 | 113d |
| Jonathan L. JacksonSpouse | Stock | Purchase | $1,001 - $15,000 | +13.5%S&P +10.1% · vs S&P 500 +3.3% | Feb 11, 2026 | Mar 12, 2026 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +28.4%S&P +10.6% · vs S&P 500 +17.9% | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +27.0%S&P +9.8% · vs S&P 500 +17.2% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +39.8%S&P +20.8% · vs S&P 500 +19.0% | Aug 4, 2025 | Sep 9, 2025 | 36d |
| Jefferson Shreve | Stock | Sale | $50,001 - $100,000 | +62.0%S&P +30.8% · vs S&P 500 +31.2% | May 12, 2025 | Jun 22, 2025 | 41d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +84.9%S&P +30.5% · vs S&P 500 +54.4% | Oct 14, 2024 | Nov 8, 2024 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +88.5%S&P +31.6% · vs S&P 500 +56.9% | Oct 11, 2024 | Nov 8, 2024 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +109.2%S&P +43.1% · vs S&P 500 +66.1% | Aug 2, 2024 | Sep 6, 2024 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +150.1%S&P +50.0% · vs S&P 500 +100.0% | Apr 26, 2024 | May 6, 2024 | 10d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +153.9%S&P +50.8% · vs S&P 500 +103.1% | Apr 23, 2024 | May 6, 2024 | 13d |
| Ro Khanna | Stock | Sale | n/a | n/a | Mar 5, 2024 | Mar 6, 2024 | 1d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +160.0%S&P +60.0% · vs S&P 500 +100.0% | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +160.0%S&P +60.0% · vs S&P 500 +100.0% | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Daniel S. Goldman | Stock | Sale | $15,001 - $50,000 | +196.0%S&P +71.0% · vs S&P 500 +125.0% | Jul 12, 2023 | Aug 13, 2023 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +211.5%S&P +85.1% · vs S&P 500 +126.4% | May 23, 2023 | Jun 12, 2023 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +215.3%S&P +85.2% · vs S&P 500 +130.2% | Apr 17, 2023 | May 8, 2023 | 21d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +251.6%S&P +93.7% · vs S&P 500 +157.9% | Mar 24, 2023 | Apr 7, 2023 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +230.3%S&P +93.7% · vs S&P 500 +136.6% | Jan 11, 2023 | Feb 7, 2023 | 27d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
7 members · estimate, as of Sep 10, 20267 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Darin LaHood | Republican · House | $15,001 - $50,000 | 28.1% |
| John McGuire | Republican · House | $1,001 - $15,000 | 2.2% |
| Julia Letlow | Republican · House | $1,001 - $15,000 | 1.0% |
| Julie Johnson | Democrat · House | $1,001 - $15,000 | 0.1% |
| Michael A. Rulli | Republican · House | $1,001 - $15,000 | 1.0% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
| Jonathan L. Jackson | Democrat · House | $1,001 - $15,000 | 0.5% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Dennis G. LopezDirector | Stock award | 73 | Aug 20, 2026 |
| Shankh MitraCEO | Gift | 3,852 | Jun 26, 2026 |
| Shankh MitraCEO | Stock award | 17 | May 31, 2026 |
| Shankh MitraCEO | Gift | 162 | May 27, 2026 |
| Dennis G. LopezDirector | Stock award | 63 | May 21, 2026 |
| Kenneth J. BaconDirector | Conversion | 2,627 | May 1, 2026 |
| Shankh MitraCEO | Gift | 700 | Apr 30, 2025 |
| Andrew GundlachDirector | Stock award | 1,787 | Feb 26, 2026 |
| Ade J. PattonDirector | Stock award | 1,056 | Feb 26, 2026 |
| Karen B. DeSalvoDirector | Stock award | 1,056 | Feb 26, 2026 |
| Kathryn M. SullivanDirector | Stock award | 1,056 | Feb 26, 2026 |
| Johnese SpissoDirector | Stock award | 1,056 | Feb 26, 2026 |
| Dennis G. LopezDirector | Stock award | 1,787 | Feb 26, 2026 |
| Sergio RiveraDirector | Stock award | 1,056 | Feb 26, 2026 |
| Kenneth J. BaconDirector | Stock award | 1,056 | Feb 26, 2026 |
| Shankh MitraCEO | Stock award | 940,540 | Feb 13, 2026 |
| Timothy McHughCo-President and CFO | Stock award | 413,192 | Feb 13, 2026 |
| Matthew Grant McqueenChief Legal Officer | Stock award | 148,158 | Feb 13, 2026 |
| Joshua FiewegerSVP, Chief Accounting Officer | Stock award | 39,856 | Feb 13, 2026 |
| Nikhil ChaudhriCo-President and CIO | Stock award | 215,576 | Feb 13, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling WELL?
Across the 10 most recent open-market filings shown here, 3 were purchases and 7 were sales.
Which members of Congress have traded WELL?
Alan Armstrong, Jonathan L. Jackson, Ro Khanna, Jefferson Shreve, Daniel S. Goldman disclosed WELL transactions in the filings shown here.
Which members of Congress hold WELL?
7 members of Congress report a position in WELL in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Darin LaHood, John McGuire and Julia Letlow. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is WELL in the S&P 500 or the Nasdaq 100?
Welltower Inc. is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are WELL trades disclosed?
Insider filings on this page reached the public a median of 4 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 26 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.