TapewireFind a company

person · Reporting owner

Mcqueen Matthew Grant

Disclosed activity across 1 company

Tapewire entity
14951
SEC CIK
0001698645

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
WELLTOWER INC.WELL · Entity 2853Chief Legal OfficerFebruary 13, 2026February 18, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

WELLTOWER INC.

Report date February 13, 2026 · Filed February 18, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect26,881 Reported balance After 2026-02-13 transaction · row 1
1 source row

Row 1 · 2026-02-13 · Gift · Disposed 541 · Balance 26,881

LTIP UnitsSEC Table II · derivative / convertible securityDirect36,556 Reported balance After 2026-02-13 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-02-13 · Grant · Acquired 36,556 · Balance 36,556

F1: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which 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.

F2: The reported transaction was a vesting of 36,556 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

LTIP UnitsSEC Table II · derivative / convertible securityDirect37,523 Reported balance After 2026-02-13 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-02-13 · Grant · Acquired 37,523 · Balance 37,523

F3: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units.

F4: The reported transaction was a vesting of 37,523 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

Other Stock UnitsSEC Table II · derivative / convertible securityDirect74,079 Reported balance After 2026-02-13 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2026-02-13 · Grant · Acquired 74,079 · Balance 74,079

F5: 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide 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.

Filing footnotes · ownership attribution and instrument terms

F1: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which 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.

F2: The reported transaction was a vesting of 36,556 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

F3: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units.

F4: The reported transaction was a vesting of 37,523 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

F5: 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide 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.

Transaction history

JSON API
Reset

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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 13, 2026 Filed Feb 18, 2026 21:42 UTC WELLTOWER INC. WELL · Entity 2853 GrantOther Stock Units · Derivative 74,079 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057239 · ownership.xml · derivative · entry 4

Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,079

Underlying: Common · 74,079 shares

Expires not disclosed

F5 · 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide 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.

F5 · 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide 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.

F5 · 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide 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.

F5 · 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide 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.

F5 · derivative.underlying_shares: 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide 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 13, 2026 Filed Feb 18, 2026 21:42 UTC WELLTOWER INC. WELL · Entity 2853 GrantLTIP Units · Derivative 37,523 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057239 · ownership.xml · derivative · entry 3

Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,523

Underlying: Common · 37,523 shares

Expires not disclosed

F3 · derivative.exercise_price: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units.

F4 · price: The reported transaction was a vesting of 37,523 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

F3 · derivative.exercise_date: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units.

F3 · derivative.expiration_date: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units.

F4 · derivative.underlying_shares: The reported transaction was a vesting of 37,523 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 21:42 UTC WELLTOWER INC. WELL · Entity 2853 GrantLTIP Units · Derivative 36,556 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-057239 · ownership.xml · derivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,556

Underlying: Common · 36,556 shares

Expires not disclosed

F1 · derivative.exercise_price: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which 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.

F2 · price: The reported transaction was a vesting of 36,556 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

F1 · derivative.exercise_date: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which 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: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which 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.

F2 · derivative.underlying_shares: The reported transaction was a vesting of 36,556 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 21:42 UTC WELLTOWER INC. WELL · Entity 2853 GiftCommon Stock 541 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-057239 · ownership.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,881

Read SEC document
November 28, 2025 Filed Dec 2, 2025 22:10 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 71 $131.94 $9,367.74
Disclosure

SEC 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
October 30, 2025 Filed Oct 31, 2025 20:12 UTC WELLTOWER INC. WELL · Entity 2853 GrantOther Stock Units · Derivative 271,367 Not disclosed Not disclosed
Disclosure

SEC 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 WELLTOWER INC. WELL · Entity 2853 GrantLTIP Units · Derivative 271,367 Not disclosed Not disclosed
Disclosure

SEC 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
June 06, 2025 Filed Jun 10, 2025 20:42 UTC WELLTOWER INC. WELL · Entity 2853 SaleWelltower OP Class A Common Units · Derivative 8,853.6201 Not disclosed Strike: $152.48 Not disclosed
Disclosure

SEC 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
May 30, 2025 Filed Oct 31, 2025 20:12 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 81 $113.93 $9,228.33
Disclosure

SEC 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
February 18, 2025 Filed Feb 24, 2025 21:36 UTC WELLTOWER INC. WELL · Entity 2853 GrantOther Stock Units · Derivative 32,362 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-025690 · ownership.xml · derivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,362

Underlying: Common · 32,362 shares

Expires not disclosed

F3 · 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") that were deemed vested upon the vesting of the LTIP Units described above. 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.

F3 · 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") that were deemed vested upon the vesting of the LTIP Units described above. 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.

F3 · 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") that were deemed vested upon the vesting of the LTIP Units described above. 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.

F3 · 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") that were deemed vested upon the vesting of the LTIP Units described above. 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 18, 2025 Filed Feb 24, 2025 21:36 UTC WELLTOWER INC. WELL · Entity 2853 GrantLTIP Units · Derivative 32,362 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-025690 · ownership.xml · derivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,362

Underlying: Common · 32,362 shares

Expires not disclosed

F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on January 12, 2022 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which 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.

F2 · price: The reported transaction was a vesting of 32,362 LTIP Units on February 18, 2025, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on January 12, 2022 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which 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: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on January 12, 2022 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which 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.

F2 · derivative.underlying_shares: The reported transaction was a vesting of 32,362 LTIP Units on February 18, 2025, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

Read SEC document
November 29, 2024 Filed Dec 10, 2024 21:59 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 72 $104.06 $7,492.32
Disclosure

SEC source: 0000950170-24-135030 · ownership.xml · nonDerivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,270

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).

F3 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 1, 2024, the first trading day of the offering period.

Read SEC document
May 31, 2024 Filed Dec 10, 2024 21:59 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 195 $89.46 $17,444.70
Disclosure

SEC source: 0000950170-24-135030 · ownership.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,198

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 1, 2023, the first trading day of the offering period.

Read SEC document
May 01, 2024 Filed May 1, 2024 20:54 UTC WELLTOWER INC. WELL · Entity 2853 GiftCommon Stock 500 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-051366 · ownership.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,003

Read SEC document
March 19, 2024 Filed Mar 20, 2024 21:15 UTC WELLTOWER INC. WELL · Entity 2853 GiftCommon Stock 150 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-034274 · ownership.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,503

Read SEC document
February 15, 2024 Filed Feb 15, 2024 22:19 UTC WELLTOWER INC. WELL · Entity 2853 GiftCommon Stock 304 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-016015 · ownership.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,653

Read SEC document
February 13, 2024 Filed Feb 15, 2024 22:19 UTC WELLTOWER INC. WELL · Entity 2853 GrantOther Stock Units · Derivative 16,419 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-016015 · ownership.xml · derivative · entry 3

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,419

Underlying: Common · 16,419 shares

Expires not disclosed

F3 · 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.

F3 · 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.

F3 · 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.

F3 · 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 13, 2024 Filed Feb 15, 2024 22:19 UTC WELLTOWER INC. WELL · Entity 2853 GrantLTIP Units · Derivative 16,419 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-016015 · ownership.xml · derivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,419

Underlying: Common · 16,419 shares

Expires not disclosed

F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which 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.

F2 · price: The reported transaction was (i) vesting of 16,419 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which 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: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which 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.

F2 · derivative.underlying_shares: The reported transaction was (i) vesting of 16,419 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

Read SEC document
January 24, 2024 Filed Jan 25, 2024 21:50 UTC WELLTOWER INC. WELL · Entity 2853 GrantOther Stock Units · Derivative 5,704 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-007460 · ownership.xml · derivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,704

Underlying: Common · 5,704 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
January 24, 2024 Filed Jan 25, 2024 21:50 UTC WELLTOWER INC. WELL · Entity 2853 GrantLTIP Units · Derivative 5,704 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-007460 · ownership.xml · derivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,704

Underlying: Common · 5,704 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 in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable 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 in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable 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 in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable 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 in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable 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
November 30, 2023 Filed Dec 6, 2023 21:08 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 101 $63.42 $6,405.32
Disclosure

SEC source: 0001209191-23-057594 · doc4.xml · nonDerivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,957

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 both exempt under Rule 16b-3(c) and Rule 16b-3(d).

F3 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 1, 2023, the first trading day of the offering period.

Read SEC document
May 31, 2023 Filed Dec 6, 2023 21:08 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 245 $60.34 $14,783.79
Disclosure

SEC source: 0001209191-23-057594 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,856

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 both exempt under 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 1, 2022, the first trading day of the offering period.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 22:05 UTC WELLTOWER INC. WELL · Entity 2853 GrantOther Stock Units · Derivative 15,018 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-013260 · doc4.xml · derivative · entry 3

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,018

Underlying: Common · 15,018 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · 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.

F4 · 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 23, 2023 Filed Feb 27, 2023 22:05 UTC WELLTOWER INC. WELL · Entity 2853 GrantLTIP Units · Derivative 6,697 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-013260 · doc4.xml · derivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,697

Underlying: Common · 6,697 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable 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 OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer

F3 · price: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable 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 OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer

F3 · derivative.exercise_date: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable 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 OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer

F3 · derivative.expiration_date: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable 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 OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer

Read SEC document
February 23, 2023 Filed Feb 27, 2023 22:05 UTC WELLTOWER INC. WELL · Entity 2853 GrantLTIP Units · Derivative 8,321 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-013260 · doc4.xml · derivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,321

Underlying: Common · 8,321 shares

Expires not disclosed

F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 23, 2023 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which 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.

F2 · price: The reported transaction was (i) vesting of 8,321 LTIP Units on February 23, 2023, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 23, 2023 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which 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: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 23, 2023 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which 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.

F2 · derivative.underlying_shares: The reported transaction was (i) vesting of 8,321 LTIP Units on February 23, 2023, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.

Read SEC document
January 15, 2023 Filed Jan 18, 2023 22:17 UTC WELLTOWER INC. WELL · Entity 2853 Tax withholdingCommon Stock 236 $71.15 $16,791.40
Disclosure

SEC source: 0001209191-23-003797 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,611

F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:56 UTC WELLTOWER INC. WELL · Entity 2853 GrantOther Stock Units · Derivative 15,562 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 5

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,562

Underlying: Common · 15,562 shares

Expires not disclosed

F5 · derivative.exercise_price: Soley 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 the 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.

F5 · price: Soley 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 the 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.

F5 · derivative.exercise_date: Soley 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 the 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.

F5 · derivative.expiration_date: Soley 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 the 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
January 03, 2023 Filed Jan 5, 2023 21:56 UTC WELLTOWER INC. WELL · Entity 2853 GrantOption Units · Derivative 7,685 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 4

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,685

Underlying: Common · 7,685 shares

Expires 2031-02-15

F4 · derivative.exercise_price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer.

F4 · price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer.

F4 · derivative.exercise_date: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:56 UTC WELLTOWER INC. WELL · Entity 2853 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 7,685 Not disclosed Strike: $67.17 Not disclosed
Disclosure

SEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 3

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 7,685 shares

Expires 2031-02-15

F4 · price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer.

F3 · derivative.exercise_date: This option to purchase 7,685 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person (the "Canceled Option").

Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:56 UTC WELLTOWER INC. WELL · Entity 2853 GrantLTIP Units · Derivative 7,877 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,877

Underlying: Common · 7,877 shares

Expires not disclosed

F2 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer.

F2 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer.

F2 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer.

F2 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:56 UTC WELLTOWER INC. WELL · Entity 2853 Disposition to issuerCommon Stock 7,877 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-001919 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,847

F1 · shares: These restricted stock units (the "RSUs") in respect of shares of common stock, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") were previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested RSUs upon surrender to the Issuer by the reporting person (the "Canceled RSUs").

Read SEC document
November 30, 2022 Filed Dec 21, 2022 23:23 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 93 $60.38 $5,614.97
Disclosure

SEC source: 0001209191-22-062365 · doc4.xml · nonDerivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,724

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 both exempt under Rule 16b-3(c) and Rule 16b-3(d).

F3 · price: In accordance with the ESPP these were purchased based on 85% of the closing stock price on November 30, 2022, the last trading day of the offering period.

Read SEC document
May 31, 2022 Filed Dec 21, 2022 23:23 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 211 $67.46 $14,233.22
Disclosure

SEC source: 0001209191-22-062365 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,631

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 both exempt under 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 1, 2021, the first trading day of the offering period.

Read SEC document
February 15, 2022 Filed Feb 17, 2022 23:07 UTC WELLTOWER INC. WELL · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 6,786 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-22-010947 · doc4.xml · derivative · entry 3

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 6,786 shares

Expires 2022-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 14, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022.

F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 14, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022.

F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 14, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022.

F3 · derivative.underlying_shares: The reported transaction was a vesting of 6,786 deferred stock units on February 15, 2022, resulting in the issuance of 6,786 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F2 · balance_after: These deferred stock units were granted without cash consideration on February 14, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022.

Read SEC document
February 15, 2022 Filed Feb 17, 2022 23:07 UTC WELLTOWER INC. WELL · Entity 2853 Tax withholdingCommon Stock 3,129 $81.16 $253,949.64
Disclosure

SEC source: 0001209191-22-010947 · doc4.xml · nonDerivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,420

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
February 15, 2022 Filed Feb 17, 2022 23:07 UTC WELLTOWER INC. WELL · Entity 2853 Exercise / conversionCommon Stock 6,786 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-010947 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,549

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 15, 2022 Filed Jan 18, 2022 22:45 UTC WELLTOWER INC. WELL · Entity 2853 Tax withholdingCommon Stock 1,138 $87.51 $99,586.38
Disclosure

SEC source: 0001209191-22-003543 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,763

F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations.

Read SEC document
January 12, 2022 Filed Jan 14, 2022 22:11 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 4,953 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-003366 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,901

F1 · shares: These shares represent restricted stock units that were granted without cash consideration on January 12, 2022 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2022-2024 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2023, January 15, 2024, January 15, 2025 and January 15, 2026.

F1 · price: These shares represent restricted stock units that were granted without cash consideration on January 12, 2022 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2022-2024 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2023, January 15, 2024, January 15, 2025 and January 15, 2026.

Read SEC document
November 30, 2021 Filed Dec 2, 2021 22:02 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 202 $65.19 $13,168.38
Disclosure

SEC source: 0001209191-21-067637 · doc4.xml · nonDerivative · entry 3

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,948

F1 · kind: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was both exempt under Rule 16b-3(c) and Rule 16b-3(d).

Read SEC document
August 05, 2021 Filed Dec 2, 2021 22:02 UTC WELLTOWER INC. WELL · Entity 2853 GiftCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-067637 · doc4.xml · nonDerivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,746

Read SEC document
May 28, 2021 Filed Dec 2, 2021 22:02 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 149 $53.97 $8,041.53
Disclosure

SEC source: 0001209191-21-067637 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,746

F1 · kind: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was both exempt under 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 1, 2020, the first trading day of the offering period.

Read SEC document
February 16, 2021 Filed Feb 17, 2021 22:27 UTC WELLTOWER INC. WELL · Entity 2853 GrantEmployee Stock Option (right to buy) · Derivative 10,246 $0.00 Strike: $67.17 $0.00
Disclosure

SEC source: 0001209191-21-011389 · doc4.xml · derivative · entry 5

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,246

Underlying: Common Stock · 10,246 shares

Expires 2031-02-15

F5 · derivative.exercise_date: The options vests in four equal installments beginning on January 15, 2022.

Read SEC document
February 12, 2021 Filed Feb 17, 2021 22:27 UTC WELLTOWER INC. WELL · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 7,908 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-21-011389 · doc4.xml · derivative · entry 4

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,908 shares

Expires 2021-02-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 15, 2018, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 12, 2021.

F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 15, 2018, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 12, 2021.

F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 15, 2018, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 12, 2021.

F4 · derivative.underlying_shares: The reported transaction was a vesting of 7,908 deferred stock units on February 12, 2021, resulting in the issuance of 7,908 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F3 · balance_after: These deferred stock units were granted without cash consideration on February 15, 2018, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 12, 2021.

Read SEC document
February 12, 2021 Filed Feb 17, 2021 22:27 UTC WELLTOWER INC. WELL · Entity 2853 GrantCommon Stock 2,234 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-011389 · doc4.xml · nonDerivative · entry 3

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,597

F2 · shares: These shares represent restricted stock units that were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2021-2023 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025.

F2 · price: These shares represent restricted stock units that were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2021-2023 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025.

Read SEC document
February 12, 2021 Filed Feb 17, 2021 22:27 UTC WELLTOWER INC. WELL · Entity 2853 Tax withholdingCommon Stock 2,519 $67.51 $170,057.69
Disclosure

SEC source: 0001209191-21-011389 · doc4.xml · nonDerivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,363

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
February 12, 2021 Filed Feb 17, 2021 22:27 UTC WELLTOWER INC. WELL · Entity 2853 Exercise / conversionCommon Stock 7,908 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-011389 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,882

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 15, 2021 Filed Jan 21, 2021 00:14 UTC WELLTOWER INC. WELL · Entity 2853 Tax withholdingCommon Stock 1,132 $64.25 $72,731.00
Disclosure

SEC source: 0001209191-21-004540 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,974

F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations.

Read SEC document
December 31, 2020 Filed Jan 5, 2021 22:00 UTC WELLTOWER INC. WELL · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 1,889 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-21-001235 · doc4.xml · derivative · entry 3

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,889 shares

Expires 2020-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units having vested on December 31, 2020.

F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units having vested on December 31, 2020.

F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units having vested on December 31, 2020.

F3 · derivative.underlying_shares: The reported transaction was a vesting of 1,889 deferred stock units on December 31, 2020, resulting in the issuance of 1,889 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F2 · balance_after: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units having vested on December 31, 2020.

F3 · balance_after: The reported transaction was a vesting of 1,889 deferred stock units on December 31, 2020, resulting in the issuance of 1,889 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
December 31, 2020 Filed Jan 5, 2021 22:00 UTC WELLTOWER INC. WELL · Entity 2853 Tax withholdingCommon Stock 684 $64.62 $44,200.08
Disclosure

SEC source: 0001209191-21-001235 · doc4.xml · nonDerivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,106

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
December 31, 2020 Filed Jan 5, 2021 22:00 UTC WELLTOWER INC. WELL · Entity 2853 Exercise / conversionCommon Stock 1,889 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-001235 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,790

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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.