Welltower Ownership
| WELL Stock | USD 210.75 0.03 0.01% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 685.4 M | Current Value 710.2 M | Avarage Shares Outstanding 169.7 M | Quarterly Volatility 194.4 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
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Welltower Stock Ownership Analysis
About 100.0% of the company outstanding shares are owned by institutional investors. The book value of Welltower was at this time reported as 60.49. The company has Price/Earnings (P/E) ratio of 142.06. Welltower last dividend was issued on the 25th of February 2026. The entity had 3:2 split on the 4th of September 1985. , an SP 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower, a real estate investment trust , owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties. Welltower operates under REITHealthcare Facilities classification in the United States and is traded on New York Stock Exchange. It employs 464 people. For more information please call SHANKH MITRA at 419 247 2800 or visit https://www.welltower.com.Besides selling stocks to institutional investors, Welltower also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Welltower's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Welltower's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Welltower Quarterly Liabilities And Stockholders Equity |
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Welltower Insider Trades History
Less than 1% of Welltower are currently held by insiders. Unlike Welltower's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Welltower's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Welltower's insider trades
Welltower Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Welltower is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Welltower backward and forwards among themselves. Welltower's institutional investor refers to the entity that pools money to purchase Welltower's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Principal Financial Group Inc | 2025-06-30 | 10.4 M | Ubs Asset Mgmt Americas Inc | 2025-06-30 | 9.7 M | Northern Trust Corp | 2025-06-30 | 8.8 M | Morgan Stanley - Brokerage Accounts | 2025-06-30 | 8.8 M | Jpmorgan Chase & Co | 2025-06-30 | 7.9 M | Charles Schwab Investment Management Inc | 2025-06-30 | 7.3 M | Legal & General Group Plc | 2025-06-30 | 7.3 M | Amvescap Plc. | 2025-06-30 | 7.3 M | Dimensional Fund Advisors, Inc. | 2025-06-30 | 7.2 M | Vanguard Group Inc | 2025-06-30 | 85.8 M | Blackrock Inc | 2025-06-30 | 66.6 M |
Welltower Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Welltower insiders, such as employees or executives, is commonly permitted as long as it does not rely on Welltower's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Welltower insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Welltower Outstanding Bonds
Welltower issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Welltower uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Welltower bonds can be classified according to their maturity, which is the date when Welltower has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| WELL 385 15 JUN 32 Corp BondUS95040QAR56 | View | |
| WELL 205 15 JAN 29 Corp BondUS95040QAN43 | View | |
| US95040QAL86 Corp BondUS95040QAL86 | View | |
| WELLTOWER INC Corp BondUS95040QAM69 | View | |
| WELLTOWER INC Corp BondUS95040QAJ31 | View | |
| US95040QAK04 Corp BondUS95040QAK04 | View | |
| US95040QAH74 Corp BondUS95040QAH74 | View | |
| WELLTOWER INC 495 Corp BondUS95040QAF19 | View |
Welltower Corporate Filings
13A | 13th of February 2026 An amended filing to the original Schedule 13G | ViewVerify |
10K | 12th of February 2026 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 10th of February 2026 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 20th of January 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
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Is Diversified REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Welltower. Anticipated expansion of Welltower directly elevates investor willingness to pay premium valuations. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Welltower assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth (0.26) | Dividend Share 2.89 | Earnings Share 1.41 | Revenue Per Share | Quarterly Revenue Growth 0.413 |
The market value of Welltower is measured differently than its book value, which is the value of Welltower that is recorded on the company's balance sheet. Investors also form their own opinion of Welltower's value that differs from its market value or its book value, called intrinsic value, which is Welltower's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Welltower's market value can be influenced by many factors that don't directly affect Welltower's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Welltower's value and its price as these two are different measures arrived at by different means. Investors typically determine if Welltower is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Welltower's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.