
Insider and congress filings
Welltower Inc. (WELL)
NYSE · Real Estate · 338 insider transactions · 47 congress trades · last filed 26 days agoS&P 500
About Welltower Inc.
from the company's filings and listing, as of Oct 26, 2026- Exchange
- NYSE
- Sector
- Real Estate
- Industry
- REIT - Healthcare Facilities
- Chief executive
- Shankh S. Mitra
- Employees
- 712
- Listed since
- Mar 19, 1980
- Market value
- $171.0B
- Price to earnings (12 mo)
- 123.0
- Net income per share, as reported (12 mo)
- $1.91
- Dividend yield
- 1.29%
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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 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 proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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% | 6.02% |
| 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% |
| T. Rowe Price Associates, Inc. | $4.2B | 18,490,213 | +7.4% | 2.62% |
| Norges Bank | $4.1B | 18,146,984 | New | 2.57% |
| Geode Capital Management, LLC | $4.0B | 17,685,516 | -0.5% | 2.51% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding WELL
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Zimmer Partners | $255.1M | 1,123,925 | 5.9% |
| Castle Hook Partners | $228.7M | 1,007,754 | 1.0% |
2 of the 97 fund managers we track list WELL shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
4 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Andrew GundlachDirector | Bought | 2,500 | $242.06 | $605K | Aug 26, 2026filed Aug 27, 2026 | 1d |
| Andrew GundlachDirector | Bought | 2,500 | $239.47 | $599K | Aug 25, 2026filed Aug 27, 2026 | 2d |
| Andrew GundlachDirector | Bought | 10,000 | $151.46 | $1.5M | Jun 30, 2025filed Jul 2, 2025 | 2d |
| Karen B. DeSalvoDirector | Sold | 4,000 | $151.43 | $606K | Apr 30, 2024filed May 1, 2025 | 251d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Timothy McHughCo-President and CFO | Gift | 2,150 | Sep 29, 2026 |
| Timothy McHughCo-President and CFO | Stock award | 11 | May 29, 2026 |
| 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 |
| Kenneth J. BaconDirector | Stock award | 1,056 | Feb 26, 2026 |
| Karen B. DeSalvoDirector | Stock award | 1,056 | Feb 26, 2026 |
| Dennis G. LopezDirector | Stock award | 1,787 | Feb 26, 2026 |
| Ade J. PattonDirector | Stock award | 1,056 | Feb 26, 2026 |
| Sergio RiveraDirector | Stock award | 1,056 | Feb 26, 2026 |
| Johnese SpissoDirector | Stock award | 1,056 | Feb 26, 2026 |
| Andrew GundlachDirector | Stock award | 1,787 | Feb 26, 2026 |
| Kathryn M. SullivanDirector | Stock award | 1,056 | Feb 26, 2026 |
| Joshua FiewegerSVP, Chief Accounting Officer | Stock award | 39,856 | Feb 13, 2026 |
| Matthew Grant McqueenChief Legal Officer | Gift | 541 | Feb 13, 2026 |
| Matthew Grant McqueenChief Legal Officer | Stock award | 148,158 | 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.
Congress trades in WELL
20 disclosures of 47 on record · median 26d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | +21.2%S&P 500 +19.8% · +1.4 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | +21.5%S&P 500 +20.3% · +1.3 pts vs S&P 500 | Mar 30, 2026 | Jul 21, 2026 | 113d |
| Jonathan L. JacksonSpouse | Stock | Purchase | $1,001 - $15,000 | +14.2%S&P 500 +9.8% · +4.4 pts vs S&P 500 | Feb 11, 2026 | Mar 12, 2026 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +29.2%S&P 500 +10.2% · +19.0 pts vs S&P 500 | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +27.8%S&P 500 +9.5% · +18.4 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +40.6%S&P 500 +20.4% · +20.2 pts vs S&P 500 | Aug 4, 2025 | Sep 9, 2025 | 36d |
| Jefferson Shreve | Stock | Sale | $50,001 - $100,000 | +63.0%After the saleS&P 500 +30.4% · +32.6 pts vs S&P 500 | May 12, 2025 | Jun 22, 2025 | 41d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +89.6%S&P 500 +31.1% · +58.5 pts vs S&P 500 | Oct 11, 2024 | Nov 8, 2024 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +86.0%S&P 500 +30.1% · +55.9 pts vs S&P 500 | Oct 14, 2024 | Nov 8, 2024 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +110.5%S&P 500 +42.6% · +67.9 pts vs S&P 500 | Aug 2, 2024 | Sep 6, 2024 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +155.4%S&P 500 +50.3% · +105.1 pts vs S&P 500 | Apr 23, 2024 | May 6, 2024 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +151.6%S&P 500 +49.5% · +102.0 pts vs S&P 500 | Apr 26, 2024 | May 6, 2024 | 10d |
| Ro Khanna | Stock | Sale | Not captured | n/a | Mar 5, 2024 | Mar 6, 2024 | 1d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +161.6%S&P 500 +59.5% · +102.1 pts vs S&P 500 | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +161.6%After the saleS&P 500 +59.5% · +102.1 pts vs S&P 500 | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Daniel S. Goldman | Stock | Sale | $15,001 - $50,000 | +197.8%After the saleS&P 500 +70.5% · +127.3 pts vs S&P 500 | Jul 12, 2023 | Aug 13, 2023 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +211.6%S&P 500 +83.6% · +128.0 pts vs S&P 500 | May 23, 2023 | Jun 12, 2023 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +215.4%After the saleS&P 500 +83.7% · +131.7 pts vs S&P 500 | Apr 17, 2023 | May 8, 2023 | 21d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +251.7%After the saleS&P 500 +92.2% · +159.5 pts vs S&P 500 | Mar 24, 2023 | Apr 7, 2023 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +230.4%S&P 500 +92.2% · +138.2 pts vs S&P 500 | Jan 11, 2023 | Feb 7, 2023 | 27d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in WELL, filterable by party, chamber, type and account.
Members of Congress reporting a position
8 members · estimate, as of Oct 25, 20268 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 | 29.0% |
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.3% |
| 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 Oct 25, 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.
Questions
Are insiders buying or selling WELL?
Across the 4 most recent open-market filings shown here, 3 were purchases and 1 was a sale.
Which members of Congress have traded WELL?
Alan Armstrong, Jonathan L. Jackson, Ro Khanna, Jefferson Shreve and Daniel S. Goldman disclosed WELL transactions in the filings shown here.
Which members of Congress hold WELL?
8 members of Congress report a position in WELL in the estimate we hold as of Oct 25, 2026. The two largest estimated positions belong to Darin LaHood and Lucy McBath; John McGuire holds one of the next largest, in the $1,001 - $15,000 band. 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 Oct 26, 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 2 business days after the transaction (weekends and federal holidays skipped), 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 Oct 26, 2026.
