Company facts
- Industry
- Real Estate Investment Trusts
- Headquarters
- Toledo, Ohio
- Most recent report
- 8-K, filed Oct 27, 2026
- Incorporated
- Delaware
- Filings on record
- 1,001+ filings
- On EDGAR
- CIK 766704
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 47
News 8 of 173
Prospectuses and Registrations 8 of 101
- 424B5 Prospectus supplement for an offering Oct 27, 2026
- 424B5 Prospectus supplement for an offering Oct 27, 2026
- 424B5 Prospectus supplement for an offering Oct 27, 2026
- 424B5 Prospectus supplement for an offering Jul 28, 2026
- 424B5 Prospectus supplement for an offering Jul 8, 2026
- FWP Free writing prospectus Jul 6, 2026
- 424B5 Prospectus supplement for an offering Jul 6, 2026
- 424B5 Prospectus supplement for an offering Apr 29, 2026
Proxies 8 of 31
- DEFA14A Extra proxy material Apr 10, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 10, 2026
- DEFA14A Extra proxy material May 13, 2025
- DEFA14A Extra proxy material Apr 11, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 11, 2025
- DEFA14A Extra proxy material Apr 30, 2024
- DEFA14A Extra proxy material Apr 12, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 12, 2024
Ownership 8 of 618
- 4 Insider reported a trade Sep 30, 2026
- 4 Insider reported a trade Aug 27, 2026
- 4 Insider reported a trade Aug 24, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Aug 7, 2026
- 4 Insider reported a trade Jun 29, 2026
- 4 Insider reported a trade May 27, 2026
- 4 Insider reported a trade May 26, 2026
- SCHEDULE 13G Large holder reported a passive stake May 15, 2026
Other 8 of 31
What to read: Sep 2026 10-Q
SECSift found 3 of 10 sections worth reading, with 0 positive, 13 notable, and 0 negative flags.
Part I
Financial statements, notes, and MD&A with massive acquisition-driven growth and a huge asset sale.Notable- Announced ~$7B of new seniors housing acquisitions to close by year-end, including a C$2.2B Canadian portfolio.
- Impairment charges of $64M on 25 properties in nine months, down from $75M a year ago.
- Sold 315 of 319 Outpatient Medical properties for ~$7.2B, recording $591M gain in nine months.
- Genesis Health notes ($129M) classified as deteriorated after Chapter 11; repayment received in Oct 2026.
- Formed two new funds (Seniors Housing Fund I and Debt Fund) with $489M invested, unconsolidated.
- C$2.75B term loans extended to April 2027; new C$1.15B notes issued in July 2026.
- $614.7M of 2028 Exchangeable Notes exchanged for cash in nine months, reducing potential dilution.
Management's Discussion (Item 2)
MD&A and market risk sections contain real financial results and quantified interest rate exposure.NotableMarket Risk (Item 3)
Quantified interest-rate and FX sensitivity with large debt balances; material to a REIT.
What changed: Sep 2026 vs. Jun 2026
About 5% of WELL's Sep 2026 10-Q is new information. 22 paragraphs were added, 217 changed, and 21 removed. Below are the most important lines SECSift identified.
Changed
- August: 2,069 shares at $234.52, down from May: 2,275 shares at $216.91.
- July: 107 shares at $233.29, up from April: 767 shares at $201.32.
- September: 363 shares at $239.61, up from June: 32 shares at $205.33.
- Cash and cash equivalents fell to $2,274,910k at Sep 30, 2026 from $5,033,678k at Dec 31, 2025.
- Total assets rose to $73,711,333k at Sep 30, 2026 from $67,303,047k at Dec 31, 2025.
- Unsecured credit facility and commercial paper rose to $1,041,054k at Sep 30, 2026 from $0 at Dec 31, 2025.
Everything here comes from Welltower Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 27, 2026, from the 10-Q for Sep 2026.