Insider and congress filings

Welltower Inc. (WELL)

NYSE · Real Estate · 338 insider transactions · 47 congress trades · last filed 26 days agoS&P 500

4
Open-market insider filings shown
2d
Median delay on the insider filings, in business days
within the two business day rule
3 buys·1 sell
Purchases and sales in the filings shown
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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%

www.welltower.com

Earnings

6 reported quarters · next on Oct 26, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 27, 2026$0.61$0.62$3.5B$3.4BEPS in lineRevenue beat
Q1 FY2026reported Apr 28, 2026$1.02$0.68$3.4B$3.2BEPS beatRevenue beat
Q4 FY2025reported Feb 10, 2026$0.14$0.58$3.2B$2.9BEPS missRevenue beat
Q3 FY2025reported Oct 27, 2025$0.41$0.59$2.7B$2.6BEPS missRevenue beat
Q2 FY2025reported Jul 28, 2025$0.46$0.46$2.5B$2.5BEPS in lineRevenue beat
Q1 FY2025reported Apr 28, 2025$0.40$1.15$2.4B$2.3BEPS 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
ExecutiveSalaryStock awardsOtherTotal
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
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$17.7B78,049,214+5.5%11.07%
Vanguard Capital Management LLC$10.5B46,118,974+1.7%6.54%
Vanguard Portfolio Management LLC$9.9B43,449,568+3.8%6.16%
State Street Corp$9.6B42,138,810+1.4%6.02%
Capital International Investors$9.0B39,500,055+10.3%5.60%
Cohen & Steers, Inc.$8.4B36,821,274+2.7%5.22%
Capital World Investors$4.5B20,028,842+57.4%2.84%
Bank of America Corp$4.4B19,496,361-10.4%2.77%
FMR LLC$4.4B19,451,466-12.3%2.76%
T. Rowe Price Associates, Inc.$4.2B18,490,213+7.4%2.62%
Norges Bank$4.1B18,146,984New2.57%
Geode Capital Management, LLC$4.0B17,685,516-0.5%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
ManagerValueSharesShare of book
Zimmer Partners$255.1M1,123,9255.9%
Castle Hook Partners$228.7M1,007,7541.0%

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.

Know when the next WELL filing is reported.

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Open-market insider trades

4 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Andrew GundlachDirectorBought2,500$242.06$605KAug 26, 2026filed Aug 27, 20261d
Andrew GundlachDirectorBought2,500$239.47$599KAug 25, 2026filed Aug 27, 20262d
Andrew GundlachDirectorBought10,000$151.46$1.5MJun 30, 2025filed Jul 2, 20252d
Karen B. DeSalvoDirectorSold4,000$151.43$606KApr 30, 2024filed May 1, 2025251d

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)
InsiderEventSharesDate
Timothy McHughCo-President and CFOGift2,150Sep 29, 2026
Timothy McHughCo-President and CFOStock award11May 29, 2026
Dennis G. LopezDirectorStock award73Aug 20, 2026
Shankh MitraCEOGift3,852Jun 26, 2026
Shankh MitraCEOStock award17May 31, 2026
Shankh MitraCEOGift162May 27, 2026
Dennis G. LopezDirectorStock award63May 21, 2026
Kenneth J. BaconDirectorConversion2,627May 1, 2026
Shankh MitraCEOGift700Apr 30, 2025
Kenneth J. BaconDirectorStock award1,056Feb 26, 2026
Karen B. DeSalvoDirectorStock award1,056Feb 26, 2026
Dennis G. LopezDirectorStock award1,787Feb 26, 2026
Ade J. PattonDirectorStock award1,056Feb 26, 2026
Sergio RiveraDirectorStock award1,056Feb 26, 2026
Johnese SpissoDirectorStock award1,056Feb 26, 2026
Andrew GundlachDirectorStock award1,787Feb 26, 2026
Kathryn M. SullivanDirectorStock award1,056Feb 26, 2026
Joshua FiewegerSVP, Chief Accounting OfficerStock award39,856Feb 13, 2026
Matthew Grant McqueenChief Legal OfficerGift541Feb 13, 2026
Matthew Grant McqueenChief Legal OfficerStock award148,158Feb 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 allowed

Since 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.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Alan ArmstrongSelfStockPurchase$1,001 - $15,000+21.2%S&P 500 +19.8% · +1.4 pts vs S&P 500Mar 27, 2026Jul 21, 2026116d
Alan ArmstrongSelfStockPurchase$1,001 - $15,000+21.5%S&P 500 +20.3% · +1.3 pts vs S&P 500Mar 30, 2026Jul 21, 2026113d
Jonathan L. JacksonSpouseStockPurchase$1,001 - $15,000+14.2%S&P 500 +9.8% · +4.4 pts vs S&P 500Feb 11, 2026Mar 12, 202629d
Ro KhannaStockPurchase$1,001 - $15,000+29.2%S&P 500 +10.2% · +19.0 pts vs S&P 500Jan 23, 2026Feb 6, 202614d
Ro KhannaStockPurchase$1,001 - $15,000+27.8%S&P 500 +9.5% · +18.4 pts vs S&P 500Jan 29, 2026Feb 6, 20268d
Ro KhannaStockPurchase$1,001 - $15,000+40.6%S&P 500 +20.4% · +20.2 pts vs S&P 500Aug 4, 2025Sep 9, 202536d
Jefferson ShreveStockSale$50,001 - $100,000+63.0%After the saleS&P 500 +30.4% · +32.6 pts vs S&P 500May 12, 2025Jun 22, 202541d
Ro KhannaStockPurchase$1,001 - $15,000+89.6%S&P 500 +31.1% · +58.5 pts vs S&P 500Oct 11, 2024Nov 8, 202428d
Ro KhannaStockPurchase$1,001 - $15,000+86.0%S&P 500 +30.1% · +55.9 pts vs S&P 500Oct 14, 2024Nov 8, 202425d
Ro KhannaStockPurchase$1,001 - $15,000+110.5%S&P 500 +42.6% · +67.9 pts vs S&P 500Aug 2, 2024Sep 6, 202435d
Ro KhannaStockPurchase$1,001 - $15,000+155.4%S&P 500 +50.3% · +105.1 pts vs S&P 500Apr 23, 2024May 6, 202413d
Ro KhannaStockPurchase$1,001 - $15,000+151.6%S&P 500 +49.5% · +102.0 pts vs S&P 500Apr 26, 2024May 6, 202410d
Ro KhannaStockSaleNot capturedn/aMar 5, 2024Mar 6, 20241d
Ro KhannaStockPurchase$1,001 - $15,000+161.6%S&P 500 +59.5% · +102.1 pts vs S&P 500Jan 10, 2024Feb 5, 202426d
Ro KhannaStockSale$1,001 - $15,000+161.6%After the saleS&P 500 +59.5% · +102.1 pts vs S&P 500Jan 10, 2024Feb 5, 202426d
Daniel S. GoldmanStockSale$15,001 - $50,000+197.8%After the saleS&P 500 +70.5% · +127.3 pts vs S&P 500Jul 12, 2023Aug 13, 202332d
Ro KhannaStockPurchase$1,001 - $15,000+211.6%S&P 500 +83.6% · +128.0 pts vs S&P 500May 23, 2023Jun 12, 202320d
Ro KhannaStockSale$1,001 - $15,000+215.4%After the saleS&P 500 +83.7% · +131.7 pts vs S&P 500Apr 17, 2023May 8, 202321d
Ro KhannaStockSale$1,001 - $15,000+251.7%After the saleS&P 500 +92.2% · +159.5 pts vs S&P 500Mar 24, 2023Apr 7, 202314d
Ro KhannaStockPurchase$1,001 - $15,000+230.4%S&P 500 +92.2% · +138.2 pts vs S&P 500Jan 11, 2023Feb 7, 202327d

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.

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, 2026

8 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Darin LaHoodRepublican · House$15,001 - $50,00029.0%
Lucy McBathDemocrat · House$15,001 - $50,0000.3%
John McGuireRepublican · House$1,001 - $15,0002.2%
Julia LetlowRepublican · House$1,001 - $15,0001.0%
Julie JohnsonDemocrat · House$1,001 - $15,0000.1%
Michael A. RulliRepublican · House$1,001 - $15,0001.0%
Robert BresnahanRepublican · House$1,001 - $15,0000.1%
Jonathan L. JacksonDemocrat · House$1,001 - $15,0000.5%

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

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

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.

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