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
Who owns this now
Largest portfolio weights among holders, up to 0.0% (Kentucky Trust Co., Kentucky Trust). Not free-float ownership.
Who owns WELL
Sorted by value, long equity only, as of 2026 Q3.
| History | |||||
|---|---|---|---|---|---|
| Kentucky Trust Co., Kentucky Trust | Hold | 97 | $22K | History |
Insider trades
Open-market buys and sales by WELL's executives, directors and 10% owners in the last 12 months, from their Form 4s
- $2.4M bought by 1 insider
- None no sales outside a trading plan
- None no planned (10b5-1) sales
-
Andrew Gundlach DirectorBuy$2.4M 10,000 shares at $240.77 +50% to stakeTraded 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.
- Alan Armstrong Buy $1K–$15K Mar 30 filed Jul 21
- Alan Armstrong Buy $1K–$15K Mar 27 filed Jul 21
-
Jonathan L. Jackson
Buy
$1K–$15K
Feb 11
filed Mar 12
-
Jefferson Shreve
Sell
$50K–$100K
May 12, 2025
filed Jun 22, 2025
SEC filings
Recent issuer filings from EDGAR, 25 shown.
| Filed | Form | Detail | Links |
|---|---|---|---|
| 424B5 | Filing Doc | ||
| 424B5 | Filing Doc | ||
| 424B5 | Filing Doc | ||
| 8-K | 8.01,9.01 | Filing Doc | |
| 10-Q | Filing Doc | ||
| 8-K | 2.02,7.01,9.01 | Filing Doc | |
| SCHEDULE 13G/A | — | Filing Doc | |
| 10-Q | Filing Doc | ||
| 424B5 | Filing Doc | ||
| 424B7 | Filing Doc | ||
| 8-K | 8.01,9.01 | Filing Doc | |
| 8-K | 2.02,9.01 | Filing Doc | |
| 8-K | 8.01,9.01 | Filing Doc | |
| 424B5 | Filing Doc | ||
| 424B5 | Filing Doc | ||
| 8-K | 7.01,9.01 | Filing Doc | |
| 8-K | 5.07 | Filing Doc | |
| SCHEDULE 13G | — | Filing Doc | |
| SCHEDULE 13G | — | Filing Doc | |
| SCHEDULE 13G | — | Filing Doc | |
| 10-Q | Filing Doc | ||
| 424B5 | Filing Doc | ||
| 424B7 | Filing Doc | ||
| 8-K | 8.01,9.01 | Filing Doc | |
| 8-K | 2.02,9.01 | Filing Doc |
No filings match this filter.
Financials
US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.
Income statement
Balance sheet
Ownership over time
13Fs that reported it each quarter. Click a bar for that quarter’s holders.