Last 12 months
Inside the activity.
4 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 4 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 16, 2025 Filed Dec 16, 2025 21:30 UTC |
McHugh TimothyCo-President and CFO
|
GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-320953 · ownership.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · Co-President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,398 Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:55 UTC |
Mitra ShankhDirector · CEO
|
GrantCommon Stock | 64 | $131.94 | $8,444.16 |
DisclosureSEC source: 0001193125-25-305402 · ownership.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,339 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on June 2, 2025, the first trading day of the offering period. F3 · ownership.direct: The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household. This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 for any other purpose. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:59 UTC |
Chaudhri NikhilCo-President and CIO
|
GrantCommon Stock | 31 | $131.94 | $4,090.14 |
DisclosureSEC source: 0001193125-25-305409 · ownership.xml · nonDerivative · entry 1 Chaudhri Nikhil · CIK 0002034364 · Co-President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 449 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on June 2, 2025, the first trading day of the offering period. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 22:02 UTC |
Burkart John F.Vice Chairman and COO
|
GrantCommon Stock | 39 | $131.94 | $5,145.66 |
DisclosureSEC source: 0001193125-25-305421 · ownership.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,644 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on June 2, 2025, the first trading day of the offering period. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 22:04 UTC |
McHugh TimothyCo-President and CFO
|
GrantCommon | 53 | $131.94 | $6,992.82 |
DisclosureSEC source: 0001193125-25-305428 · ownership.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · Co-President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,898 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on June 2, 2025, the first trading day of the offering period. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 22:08 UTC |
Fieweger JoshuaSVP, Chief Accounting Officer
|
GrantCommon Stock | 53 | $131.94 | $6,992.82 |
DisclosureSEC source: 0001193125-25-305438 · ownership.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,393 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F3 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on June 2, 2025, the first trading day of the offering period. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 22:10 UTC |
Mcqueen Matthew GrantChief Legal Officer
|
GrantCommon Stock | 71 | $131.94 | $9,367.74 |
DisclosureSEC source: 0001193125-25-305441 · ownership.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,422 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on June 2, 2025, the first trading day of the offering period. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:10 UTC |
LOPEZ DENNIS GDirector
|
GrantCommon Stock | 62 | $197.58 | $12,249.96 |
DisclosureSEC source: 0001193125-25-291604 · ownership.xml · nonDerivative · entry 1 LOPEZ DENNIS G · CIK 0001607083 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,617.57 F1 · shares: These shares represent dividend equivalent rights accrued on outstanding deferred stock units held by the reporting person, which may only be settled in common stock. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:06 UTC |
Chaudhri NikhilCo-President and CIO
|
GrantOther Stock Units · Derivative | 549,874 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260784 · ownership.xml · derivative · entry 3 Chaudhri Nikhil · CIK 0002034364 · Co-President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 549,874 Underlying: Common · 549,874 shares Expires not disclosed F4 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:06 UTC |
Chaudhri NikhilCo-President and CIO
|
GrantLTIP Units · Derivative | 549,874 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260784 · ownership.xml · derivative · entry 2 Chaudhri Nikhil · CIK 0002034364 · Co-President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 549,874 Underlying: Common · 549,874 shares Expires not disclosed F3 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:03 UTC |
Mitra ShankhDirector · CEO
|
GrantOther Stock Units · Derivative | 2,485,146 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260761 · ownership.xml · derivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,485,146 Underlying: Common · 2,485,146 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:03 UTC |
Mitra ShankhDirector · CEO
|
GrantLTIP Units · Derivative | 2,485,146 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260761 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,485,146 Underlying: Common · 2,485,146 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer, in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer, in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer, in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer, in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:09 UTC |
McHugh TimothyCo-President and CFO
|
GrantOther Stock Units · Derivative | 492,745 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260794 · ownership.xml · derivative · entry 4 McHugh Timothy · CIK 0001786887 · Co-President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 492,745 Underlying: Common · 492,745 shares Expires not disclosed F5 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F5 · price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F5 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F5 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:09 UTC |
McHugh TimothyCo-President and CFO
|
GrantLTIP Units · Derivative | 492,745 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260794 · ownership.xml · derivative · entry 3 McHugh Timothy · CIK 0001786887 · Co-President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 492,745 Underlying: Common · 492,745 shares Expires not disclosed F4 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F4 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F4 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F4 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:11 UTC |
Burkart John F.Vice Chairman and COO
|
GrantOther Stock Units · Derivative | 285,649 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260797 · ownership.xml · derivative · entry 3 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,649 Underlying: Common · 285,649 shares Expires not disclosed F4 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:11 UTC |
Burkart John F.Vice Chairman and COO
|
GrantLTIP Units · Derivative | 285,649 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260797 · ownership.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,649 Underlying: Common · 285,649 shares Expires not disclosed F3 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:12 UTC |
Mcqueen Matthew GrantChief Legal Officer
|
GrantOther Stock Units · Derivative | 271,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260804 · ownership.xml · derivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,367 Underlying: Common · 271,367 shares Expires not disclosed F4 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redeption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redeption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redeption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redeption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:12 UTC |
Mcqueen Matthew GrantChief Legal Officer
|
GrantLTIP Units · Derivative | 271,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260804 · ownership.xml · derivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,367 Underlying: Common · 271,367 shares Expires not disclosed F3 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Coomon Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Coomon Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Coomon Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Coomon Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 20:41 UTC |
LOPEZ DENNIS GDirector
|
GrantCommon Stock | 73 | $166.94 | $12,186.62 |
DisclosureSEC source: 0000950170-25-111226 · ownership.xml · nonDerivative · entry 1 LOPEZ DENNIS G · CIK 0001607083 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,555.57 F1 · shares: These shares represent dividend equivalent rights accrued on outstanding deferred stock units held by the reporting person, which may only be settled in common stock. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:38 UTC |
Gundlach AndrewDirector
|
PurchaseCommon Stock | 10,000 | $151.46 | $1,514,600.00 |
DisclosureSEC source: 0000950170-25-093086 · ownership.xml · nonDerivative · entry 2 Gundlach Andrew · CIK 0002031329 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · ELLEN-MARIA GORRISSEN TRUST II U/A DATED JUNE 3, 1993 Disclosed balance after: 20,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $151.23 to $151.77. The price reported above reflects the weighted average purchase price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F3 · ownership.nature: The reporting person is the Chairman and Chief Executive Officer of Bleichroeder LP, which serves as registered investment adviser to the trust. The reporting person, on his own behalf and on behalf of Bleichroeder LP, disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that either the reporting person or Bleichroeder LP is the beneficial owner of the securities for purposes of Section 16 or for any other purposes. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:38 UTC |
Gundlach AndrewDirector
|
PurchaseCommon Stock | 10,000 | $151.46 | $1,514,600.00 |
DisclosureSEC source: 0000950170-25-093086 · ownership.xml · nonDerivative · entry 1 Gundlach Andrew · CIK 0002031329 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · ELLEN-MARIA GORRISSEN TRUST I U/A DATED JUNE 3, 1993 Disclosed balance after: 10,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $151.23 to $151.77. The price reported above reflects the weighted average purchase price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the Chairman and Chief Executive Officer of Bleichroeder LP, which serves as registered investment adviser to the trust, and is a beneficiary of the trust. The reporting person, on his own behalf and on behalf of Bleichroeder LP, disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that either the reporting person or Bleichroeder LP is the beneficial owner of the securities for purposes of Section 16 or for any other purposes. Read SEC document |
| June 17, 2025 Filed Jun 17, 2025 20:47 UTC |
Mitra ShankhDirector · CEO
|
GiftCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-087455 · ownership.xml · nonDerivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,275 Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:31 UTC |
Mitra ShankhDirector · CEO
|
SaleWelltower OP Class A Common Units · Derivative | 24,013.8793 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084378 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,449.1207 Underlying: Common · 79,463 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:34 UTC |
McHugh TimothyCo-President and CFO
|
SaleWelltower OP Class A Common Units · Derivative | 13,116.4743 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084384 · ownership.xml · derivative · entry 1 McHugh Timothy · CIK 0001786887 · Co-President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,883.5257 Underlying: Common · 26,000 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:38 UTC |
Burkart John F.Vice Chairman and COO
|
SaleWelltower OP Class A Common Units · Derivative | 8,853.6201 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084389 · ownership.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,318.3799 Underlying: Common · 10,172 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:45 UTC |
Chaudhri NikhilCo-President and CIO
|
SaleWelltower OP Class A Common Units · Derivative | 9,227 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084408 · ownership.xml · derivative · entry 4 Chaudhri Nikhil · CIK 0002034364 · Co-President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 9,227 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:45 UTC |
Chaudhri NikhilCo-President and CIO
|
SaleWelltower OP Class A Common Units · Derivative | 1,300.4743 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084408 · ownership.xml · derivative · entry 3 Chaudhri Nikhil · CIK 0002034364 · Co-President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 777.5257 Underlying: Common · 2,078 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:45 UTC |
Chaudhri NikhilCo-President and CIO
|
SaleWelltower OP Class A Common Units · Derivative | 1,341 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084408 · ownership.xml · derivative · entry 2 Chaudhri Nikhil · CIK 0002034364 · Co-President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,341 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:45 UTC |
Chaudhri NikhilCo-President and CIO
|
SaleWelltower OP Class A Common Units · Derivative | 1,248 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084408 · ownership.xml · derivative · entry 1 Chaudhri Nikhil · CIK 0002034364 · Co-President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,248 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:42 UTC |
Mcqueen Matthew GrantChief Legal Officer
|
SaleWelltower OP Class A Common Units · Derivative | 8,853.6201 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084396 · ownership.xml · derivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,565.3799 Underlying: Common · 16,419 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| June 06, 2025 Filed Jun 11, 2025 21:06 UTC Amendment |
Mitra ShankhDirector · CEO
|
SaleWelltower OP Class A Common Units · Derivative | 62,204.8793 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084922 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,258.1207 Underlying: Common · 79,463 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| May 30, 2025 Filed Jun 17, 2025 20:47 UTC |
Mitra ShankhDirector · CEO
|
GrantCommon Stock | 112 | $113.93 | $12,760.16 |
DisclosureSEC source: 0000950170-25-087455 · ownership.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,770 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on December 2, 2024, the first trading day of the offering period. Read SEC document |
| May 30, 2025 Filed Oct 31, 2025 20:06 UTC |
Chaudhri NikhilCo-President and CIO
|
GrantCommon Stock | 150 | $113.93 | $17,089.50 |
DisclosureSEC source: 0001193125-25-260784 · ownership.xml · nonDerivative · entry 1 Chaudhri Nikhil · CIK 0002034364 · Co-President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 418 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on December 2, 2024, the first trading day of the offering period. Read SEC document |
| May 30, 2025 Filed Oct 31, 2025 20:09 UTC |
McHugh TimothyCo-President and CFO
|
GrantCommon | 61 | $113.93 | $6,949.73 |
DisclosureSEC source: 0001193125-25-260794 · ownership.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · Co-President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,845 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on December 2, 2024, the first trading day of the offering period. Read SEC document |
| May 30, 2025 Filed Oct 31, 2025 20:11 UTC |
Burkart John F.Vice Chairman and COO
|
GrantCommon Stock | 141 | $113.93 | $16,064.13 |
DisclosureSEC source: 0001193125-25-260797 · ownership.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,605 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on December 2, 2024, the first trading day of the offering period. Read SEC document |
| May 30, 2025 Filed Oct 31, 2025 20:12 UTC |
Mcqueen Matthew GrantChief Legal Officer
|
GrantCommon Stock | 81 | $113.93 | $9,228.33 |
DisclosureSEC source: 0001193125-25-260804 · ownership.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,351 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on December 2, 2024, the first trading day of the offering period. Read SEC document |
| May 30, 2025 Filed Dec 2, 2025 22:08 UTC |
Fieweger JoshuaSVP, Chief Accounting Officer
|
GrantCommon Stock | 124 | $113.93 | $14,127.32 |
DisclosureSEC source: 0001193125-25-305438 · ownership.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,340 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on December 2, 2024, the first trading day of the offering period. Read SEC document |
| May 22, 2025 Filed May 23, 2025 20:56 UTC |
LOPEZ DENNIS GDirector
|
GrantCommon Stock | 108 | $146.90 | $15,865.20 |
DisclosureSEC source: 0000950170-25-077055 · ownership.xml · nonDerivative · entry 1 LOPEZ DENNIS G · CIK 0001607083 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,482.57 F1 · shares: These shares represent dividend equivalent rights accrued on outstanding deferred stock units held by the reporting person, which may only be settled in common stock. Read SEC document |
| April 30, 2025 Filed May 1, 2026 21:38 UTC |
Mitra ShankhDirector · CEO
|
GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-201785 · ownership.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,639 Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:59 UTC |
LOPEZ DENNIS GDirector
|
GrantCommon Stock | 91 | $148.97 | $13,556.27 |
DisclosureSEC source: 0000950170-25-036480 · ownership.xml · nonDerivative · entry 1 LOPEZ DENNIS G · CIK 0001607083 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,374.57 F1 · shares: These shares represent dividend equivalent rights accrued on outstanding deferred stock units held by the reporting person, which may only be settled in common stock. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:01 UTC |
BACON KENNETH JDirector
|
GrantOther Stock Unit · Derivative | 1,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-030995 · ownership.xml · derivative · entry 2 BACON KENNETH J · CIK 0001204117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,434 Underlying: Common · 1,434 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:01 UTC |
BACON KENNETH JDirector
|
GrantLTIP Units · Derivative | 1,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-030995 · ownership.xml · derivative · entry 1 BACON KENNETH J · CIK 0001204117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,434 Underlying: Common · 1,434 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:03 UTC |
DeSalvo Karen BDirector
|
GrantCommon Stock | 1,434 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-031008 · ownership.xml · nonDerivative · entry 1 DeSalvo Karen B · CIK 0001722342 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,313.59 F1 · date: These shares represent deferred stock units that were granted without cash consideration on February 28, 2025 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 28, 2026. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 28, 2025 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 28, 2026. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:05 UTC |
Gundlach AndrewDirector
|
GrantOther Stock Unit · Derivative | 2,427 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-031013 · ownership.xml · derivative · entry 2 Gundlach Andrew · CIK 0002031329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,427 Underlying: Common · 2,427 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:05 UTC |
Gundlach AndrewDirector
|
GrantLTIP Units · Derivative | 2,427 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-031013 · ownership.xml · derivative · entry 1 Gundlach Andrew · CIK 0002031329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,427 Underlying: Common · 2,427 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:07 UTC |
LOPEZ DENNIS GDirector
|
GrantCommon Stock | 2,427 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-031019 · ownership.xml · nonDerivative · entry 1 LOPEZ DENNIS G · CIK 0001607083 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,283.57 F1 · date: These shares represent deferred stock units that were granted without cash consideration on February 28, 2025 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 28, 2026. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 28, 2025 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 28, 2026. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:10 UTC |
Patton Ade J.Director
|
GrantOther Stock Unit · Derivative | 1,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-031026 · ownership.xml · derivative · entry 2 Patton Ade J. · CIK 0001864119 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,434 Underlying: Common · 1,434 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:10 UTC |
Patton Ade J.Director
|
GrantLTIP Units · Derivative | 1,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-031026 · ownership.xml · derivative · entry 1 Patton Ade J. · CIK 0001864119 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,434 Underlying: Common · 1,434 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:12 UTC |
Rivera SergioDirector
|
GrantCommon Stock | 1,434 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-031032 · ownership.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,555 F1 · date: These shares represent deferred stock units that were granted without cash consideration on February 28, 2025 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 28, 2026. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 28, 2025 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 28, 2026. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:16 UTC |
Spisso JohneseDirector
|
GrantCommon Stock | 1,434 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-031046 · ownership.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,001 F1 · date: These shares represent deferred stock units that were granted without cash consideration on February 28, 2025 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 28, 2026. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 28, 2025 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 28, 2026. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.