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WELL Welltower

Real Estate, filed as WELLTOWER INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 1 Owner
  • Max 0.0%
  • $22K

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Kentucky Trust Co., Kentucky Trust). Not free-float ownership.

  1. Kentucky Trust Co. 0.01%

Who owns WELL

Sorted by value, long equity only, as of 2026 Q3.

History
Kentucky Trust Co., Kentucky Trust 0.01% Hold 97 $22K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WELL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WELL insider trades
  • $2.4M bought by 1 insider
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Andrew Gundlach Director
    Buy
    $2.4M 10,000 shares at $240.77 +50% to stake
    Traded Aug 25–26 Filed Aug 27

Also filed in the last 12 months, not counted as buying or selling: 16 stock grants, 4 gifts, 1 conversion, and 1 share withholding for taxes.

Congress

3 members of Congress traded WELL in the last three years: 3 buys and 1 sale. 7 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 30 filed Jul 21
  2. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  3. Jonathan L. Jackson D-IL-1Spouse Buy $1K–$15K Feb 11 filed Mar 12
  4. Jefferson Shreve R-IN-6 Sell $50K–$100K May 12, 2025 filed Jun 22, 2025

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
424B5
424B5
424B5
8-K 8.01,9.01
10-Q
8-K 2.02,7.01,9.01
SCHEDULE 13G/A —
10-Q
424B5
424B7
8-K 8.01,9.01
8-K 2.02,9.01
8-K 8.01,9.01
424B5
424B5
8-K 7.01,9.01
8-K 5.07
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G —
10-Q
424B5
424B7
8-K 8.01,9.01
8-K 2.02,9.01

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.75B $6.03B $8.45B
Gross profit * $0.806B $1.2B $1.96B
Gross margin * 17.0% 19.9% 23.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $44.01B $51.04B $67.3B
Total equity $25.4B $31.96B $42.13B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.6B $2.26B $2.88B
Cash from investing -$5.71B -$5.51B -$10.51B
Cash from financing $5.45B $4.91B $9B
Net change in cash $1.35B $1.64B $1.5B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.