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Welltower Inc SEC Filings

WELL NYSE

Welcome to our dedicated page for Welltower SEC filings (Ticker: WELL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Comparing occupancy rates across 1,900 seniors-housing suites or tracking the impact of a new RIDEA joint venture? Welltower鈥檚 SEC documents routinely top 250 pages and scatter key metrics across footnotes and exhibits. Finding the rent roll you need鈥攐r the exact day an executive exercised options鈥攃an feel impossible.

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  • Instant summaries of 10-Ks, 10-Qs and 8-Ks with occupancy and rent-growth call-outs
  • Detailed tables of Welltower insider trading Form 4 transactions and Welltower executive stock transactions Form 4
  • Side-by-side quarter comparisons for cash flow and FFO鈥攊deal for Welltower earnings report filing analysis
  • Auto-generated explanations that turn legalese into clear, actionable notes

Whether you鈥檙e modeling dividend sustainability or monitoring portfolio acquisitions, our comprehensive coverage and AI-powered summaries put every Welltower filing鈥攑ast and present鈥攁t your fingertips. Complex disclosures become clear, so you can focus on decisions, not document hunts.

Filing
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The Vanguard Group filed Amendment 20 to Schedule 13G reporting its passive ownership in Welltower Inc. (WELL) as of 30 June 2025.

  • Shares owned: 85,785,659
  • Ownership percentage: 13.11 % of outstanding common stock
  • Voting power: Sole 鈥� 0; Shared 鈥� 1,185,096
  • Dispositive power: Sole 鈥� 82,347,104; Shared 鈥� 3,438,555
  • Filer classification: Investment Adviser (Rule 13d-1(b)(1)(ii)(E))

The filing confirms that Vanguard鈥檚 stake is held in the ordinary course of business with no intent to influence control. Although Vanguard controls more than 5 %, its lack of sole voting power underscores a purely passive position. The update solidifies strong institutional ownership of WELL, but does not signal strategic changes or governance activism.

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Filing
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Welltower Inc. (NYSE: WELL) filed a Form 8-K to disclose the filing of a prospectus supplement under its automatic shelf registration statement (S-3, File No. 333-286204). The supplement registers the offer and resale of up to 949,412 common shares that were previously issued as non-cash consideration in a recent property acquisition. No new shares are being created or sold by the Company; the registration simply permits the identified selling stockholder to freely resell the shares in the public market.
The 8-K is limited to the inclusion of legal (Ex. 5.1) and tax (Ex. 8.1) opinions from Gibson, Dunn & Crutcher LLP, along with the associated consent (Ex. 23.1) and XBRL cover-page tags (Ex. 104). No financial statements, earnings information, or forward-looking guidance are provided.

As the registered shares represent only a small fraction of WELL鈥檚 total outstanding shares, the filing is largely administrative and is not expected to have a material impact on capitalization or trading liquidity.

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Welltower Inc. (NYSE: WELL) has filed a Rule 424(b)(7) prospectus supplement covering the resale of 949,412 previously issued common shares by Maverick Purchaser II LLC. The shares were issued as non-cash consideration in a recently completed property acquisition (the 鈥淭ransaction鈥�). Welltower will receive no proceeds from any sales; all net proceeds accrue to the selling stockholder. Sales may occur on the NYSE, in private transactions or via other permitted methods at prevailing or negotiated prices.

The filing reiterates Welltower鈥檚 profile as a healthcare-focused REIT with a global portfolio of 1,500+ senior living and outpatient properties and outlines standard risk factors (market volatility, capital access, regulatory changes, dividend limitations, REIT qualification tests). It also details anti-takeover provisions and ownership limits (9.8% cap) designed to preserve REIT status. As of 25 Jul 2025, Welltower had 667.9 million shares outstanding; the offered block represents ~0.14% of total shares, implying minimal dilution risk but potential short-term trading overhang. The common stock last traded at $158.29 on 28 Jul 2025.

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Rhea-AI Summary

Welltower (WELL) posted another quarter of strong top-line growth. Q2-25 total revenue jumped 40% YoY to $2.55 bn, driven by a 41% rise in resident fees/services and a 44% rise in rental income as the Care UK (closed Oct-24) and Aspire skilled-nursing assets (Feb-25) flowed into results. Net income attributable to common shareholders increased 19% to $301.9 mm; diluted EPS rose to $0.45 from $0.42. For the first six months, revenue rose 35% to $4.97 bn and EPS climbed 32% to $0.85. The quarterly dividend was lifted 10% YoY to $0.67 and represented a 74% payout of YTD EPS.

Balance sheet capacity remains solid, but spending is heavy. Total assets reached $55.8 bn (+9% YTD); cash rose to $4.41 bn after issuing $4.0 bn of common equity and $1.36 bn of notes, partly offset by $1.25 bn note redemption. Net property acquisitions/CapEx absorbed $3.65 bn, largely Seniors Housing Operating ($2.44 bn) and Triple-net ($1.12 bn). Debt stood at $15.97 bn (3.9% blended unsecured rate) with no revolver or CP outstanding. YTD operating cash flow grew 35% to $1.37 bn, covering dividends 1.6脳.

Strategic activity accelerates growth. Key moves include: 1) 48-facility Aspire acquisition ($991 mm), 2) completion of Chartwell JV unwinding (gain $53 mm), 3) launch of a private seniors-housing fund ($279 mm GP stake), and 4) a C$4.6 bn agreement to buy Amica (closing late 25/early 26). Impairments of $72 mm, higher depreciation and rising interest expense temper bottom-line expansion, but underlying NOI momentum (top-5 operators now 28% of NOI) and liquidity position WELL to continue acquisitive growth.

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Filing
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Alvotech鈥檚 July 2025 Form 6-K details governance, commercial, regulatory and financing actions since its Q1 report.

  • Governance: Six directors re-elected; veteran executive Linda J贸nsd贸ttir appointed CFO; COO Faysal Kalmoua exits board and management.
  • Commercial: Advanz Pharma partnership broadened to three new biosimilars (milestones up to 鈧�160 m) and separate AVT10 (Cimzia) deal; global Keytruda biosimilar co-development with Dr. Reddy鈥檚.
  • M&A: Acquired Swiss packager Ivers-Lee and Xbrane鈥檚 Swedish R&D team plus Cimzia candidate for c.SEK 275 m.
  • Pipeline: CHMP positive opinion for AVT06 (Eylea); AVT23 (Xolair) study shows therapeutic equivalence.
  • Manufacturing risk: FDA pre-approval inspection (26 Jun鈥�4 Jul) issued Form 483 citing operational, documentation and quality control deficiencies; detailed response submitted 25 Jul.
  • Financing: Oversubscribed SDR IPO (SEK 39 m) and institutional placement (SEK 750 m) add >3,000 new holders; term-loan amendment folds second tranche, trims margin to SOFR+6.0%, facility now $1.081 bn, cash $152 m.

New capital and partnerships enhance growth prospects, but regulatory remediation is critical for near-term BLA approvals.

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Filing
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Norges Bank (the central bank of Norway) filed Amendment No. 1 to Schedule 13G regarding its holdings in Welltower Inc. (ticker WELL, CUSIP 95040Q104) for the event date 30 June 2025. The filing discloses:

  • Beneficial ownership: 32,249,762 shares.
  • Percent of class: 4.9%, positioning the holder just under the 5 % large-shareholder threshold.
  • Voting power: Sole voting & dispositive power over 31,897,184 shares; no shared voting power.
  • Dispositive power: Shared over 352,578 shares.

The stake is held on behalf of the Government of Norway and is certified as acquired in the ordinary course of business with no intent to influence control. Because ownership now stands at 鈮�5 %, Norges Bank is no longer classified as a 鈥�5 % holder,鈥� potentially reducing future filing obligations. No financial metrics or strategic intentions are provided beyond the regulatory disclosure.

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Bank of Montreal is offering US$435,000 of Senior Medium-Term Digital Return Notes, Series K, linked to FedEx Corporation (FDX) common stock. The three-year notes (Pricing Date : 30 Jun 2025; Maturity : 03 Jul 2028) pay a single 26.00% digital return if FDX鈥檚 closing price on the Valuation Date is at least equal to the Initial Level of $227.31. Should the Final Level fall below the Initial Level, investors receive only principal, resulting in a 0% return. There is no participation above 26% and the notes bear no periodic interest.

Key economic terms include: Digital Barrier = 100% of Initial Level; minimum denomination = $1,000; CUSIP 06376EHA3. The notes are unsecured, unsubordinated obligations of Bank of Montreal and are subject to issuer credit risk. They will not be listed, and any liquidity will rely on BMO Capital Markets Corp. acting as a market-maker. Issue price equals 100%, with a 0.75% selling commission; the estimated initial value is $986.68 per $1,000, reflecting embedded dealer compensation and hedging costs.

The filing highlights material risks: upside capped at 26%, potential under-performance versus conventional bonds, lack of dividends, secondary-market uncertainty, conflicts of interest in the calculation agent role, and complex U.S. tax treatment as contingent payment debt instruments. The product may appeal to investors seeking principal preservation plus a defined payoff contingent on non-negative FDX performance, but it sacrifices income and exposes holders to both FedEx share volatility and Bank of Montreal鈥檚 credit profile.

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Welltower OP LLC, a subsidiary of Welltower Inc. (NYSE: WELL), has launched a two-tranche senior unsecured debt offering totaling $1.25 billion, fully and unconditionally guaranteed by the parent REIT.

The issuance comprises (i) $600 million 4.500% notes due July 1, 2030, priced at 99.942% of face value, and (ii) $650 million 5.125% notes due July 1, 2035, priced at 99.736%. Interest on both series accrues from June 27 2025 and is payable semi-annually on January 1 and July 1, beginning January 1 2026.

  • Gross proceeds: $1,247,936,000
  • Underwriting discount: $7,825,000 (0.600% on 2030 notes; 0.650% on 2035 notes)
  • Net proceeds (before expenses): $1,240,111,000
  • Ranking: senior unsecured obligations of the issuer; effectively subordinated to secured debt and to liabilities of subsidiaries
  • Optional redemption: redeemable, in whole or in part, at the make-whole prices described in 鈥淒escription of the Notes鈥擮ptional Redemption鈥�
  • Listing: the notes will not be listed on any securities exchange

The notes will settle through DTC, Clearstream and Euroclear on or about June 27 2025. Wells Fargo Securities, J.P. Morgan and PNC Capital Markets are joint book-running managers, leading a syndicate of 25 underwriting firms. Investors are directed to the Risk Factors section (page S-6) and the Use of Proceeds section (page S-10) for additional context.

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Welltower OP LLC, guaranteed by Welltower Inc., has priced a two-tranche investment-grade bond offering totaling $1.25 billion.

  • $600 million 4.500% notes due July 1, 2030, priced at 99.942% to yield 4.513% (T+67 bps).
  • $650 million 5.125% notes due July 1, 2035, priced at 99.736% to yield 5.159% (T+87 bps).

Both series settle on June 27, 2025 (T+2) and carry anticipated ratings of A3/A-. Interest is paid semi-annually on January 1 and July 1, beginning January 1, 2026. Investors benefit from a make-whole call at T+15 bps and a par-call window starting one month (2030 tranche) or three months (2035 tranche) before maturity. The offering was led by a broad syndicate of banks, including Wells Fargo, J.P. Morgan and PNC Capital Markets.

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Nuveen Funds definitive proxy (Schedule 14A) dated June 30, 2025 covers 14 closed-end municipal funds, including Nuveen Taxable Municipal Income Fund (NBB) and its sister portfolios. The document notifies shareholders of virtual annual meetings on August 14, 2025 at 2:00 p.m. CT, accessible via live webcast at www.meetnow.global/MNRRJJC. Shareholders of record as of June 20, 2025 may vote electronically during the webcast or in advance by mail, telephone or internet using the control number on their proxy card.

Key agenda item: election of Board Members. Elections vary by fund:

  • Municipal Income (NMI) 鈥� four Class III directors.
  • AMT-Free Value (NUW), Municipal Value (NUV), New York Value (NNY), Select Maturities (NIM) and Taxable Income (NBB) 鈥� four Class I directors.
  • Eight leveraged funds (e.g., NVG, NEA, NDMO, NZF) 鈥� three Class I directors (Common & Preferred voting together) plus two directors elected solely by Preferred shareholders.
The vote standard is a simple plurality; abstentions and broker non-votes do not affect outcomes once quorum is reached (majority of shares, or 33鈪� % of Preferred shares for Preferred-only matters).

Outstanding shares on the record date illustrate the relative size of each fund (e.g., NVG 213.5 m common shares; NEA 299.0 m; NBB 29.4 m). Multiple series of VRDP, MFP and AMTP preferred shares remain outstanding across eight funds, and NYSE Rule 452 proportionate voting may apply to certain series in remarketing mode.

All nominees are independent under the 1940 Act and none are affiliated with Nuveen or TIAA. Governance remains on a unitary-board model covering 217 portfolios, supported by seven standing committees (Audit, Investment, Compliance, Closed-End Fund, etc.).

Director compensation is increasing effective January 1 2025: base retainer stays at US $350,000 but committee retainers rise to US $35,000 (Audit/Compliance) and US $30,000鈥�$25,000 elsewhere; the Board Chair retainer rises to US $150,000. Meeting fees of US $1,000鈥�2,500 continue, and directors may defer compensation into Nuveen funds.

Management recommends shareholders vote 鈥淔OR鈥� each nominee. No other substantive business or financial performance data is presented.

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FAQ

What is the current stock price of Welltower (WELL)?

The current stock price of Welltower (WELL) is $166.38 as of July 30, 2025.

What is the market cap of Welltower (WELL)?

The market cap of Welltower (WELL) is approximately 103.5B.

What is Welltower Inc.?

Welltower Inc. is a healthcare real estate investment trust (REIT) that funds and manages a diversified portfolio of seniors housing, medical office, and post-acute care properties.

What are the core business areas of Welltower?

The company focuses on investing in and managing healthcare infrastructure, including seniors housing, outpatient medical properties, and skilled nursing/post-acute care facilities across major markets.

How does Welltower generate revenue?

Welltower generates revenue by deploying capital to acquire, develop, and manage income-producing healthcare properties while partnering with leading healthcare operators for sustainable cash flow.

Which markets does Welltower operate in?

Welltower has a significant presence in the United States and also operates in mature healthcare markets such as Canada and the United Kingdom.

What differentiates Welltower from other REITs?

Welltower is distinguished by its focused investment in healthcare real estate, strategic partnerships with top healthcare providers, and a disciplined, transparent approach to capital deployment and property management.

How does Welltower support innovative healthcare delivery?

By funding state-of-the-art healthcare infrastructure, Welltower enables care providers to scale innovative care delivery models that offer effective, lower-cost treatment alternatives.

What role do strategic partnerships play for Welltower?

Strategic partnerships are central to Welltower's business model, ensuring alignment with experienced healthcare operators and enhancing the performance and operational efficiency of its property portfolio.

How does Welltower manage its capital structure?

Welltower manages its capital through disciplined deployment strategies, carefully balancing acquisitions, development projects, and property dispositions to maintain robust liquidity and transparency.
Welltower Inc

NYSE:WELL

WELL Rankings

WELL Stock Data

103.51B
653.66M
0.04%
98.79%
1.68%
REIT - Healthcare Facilities
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United States
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