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Welltower Inc

WELL

165.070USD

-1.310-0.79%

Close 07/31, 16:00（ET）Quotes delayed by 15 min

109.79BMarket Cap

101.42P/E TTM

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Welltower Inc

165.070

-1.310-0.79%

Overview Company Financials

Welltower Inc. is a residential wellness and healthcare infrastructure company. It seeks to position its portfolio of 1,500 plus seniors and wellness housing communities at the intersection of housing, healthcare, and hospitality, creating communities for mature renters and older adults in the United States, United Kingdom, and Canada. Its segments include Seniors Housing Operating, Triple-net and Outpatient Medical. Its seniors housing operating properties include seniors apartments, assisted living communities, independent living/continuing care retirement communities, independent supportive living communities (Canada), care homes with and without nursing (United Kingdom) and combinations thereof. Its triple-net properties include the property types that are under seniors housing operating properties, as well as long-term/post-acute care facilities. Its outpatient medical portfolio is primarily self-managed and consists of multi-tenant properties leased to healthcare providers.

Company Info

Ticker SymbolWELL

Company nameWelltower Inc

IPO dateMay 13, 1998

Founded at2022

CEOMr. Shankh S. Mitra

Number of employees685

Security typeOrdinary Share

Fiscal year-endMay 13

Address- -

City- -

Stock exchangeNYSE Consolidated

Country- -

Postal code- -

Phone- -

Website- -

Ticker SymbolWELL

IPO dateMay 13, 1998

Founded at2022

Company Executives

Name

Name/Position

Position

Shareholding

Change

Mr. Matthew Grant (Matt) Mcqueen

Chief Legal Officer, General Counsel

27.27K

Mr. Sergio David (Serge) Rivera

Independent Director

24.12K

Dr. Karen B. DeSalvo, M.D.

Independent Director

13.88K

+40.49%

Ms. Johnese M. Spisso

Independent Director

13.57K

Mr. Kenneth J. Bacon

Independent Chairman of the Board

11.68K

Ms. Kathryn M. Sullivan, CPA

Independent Director

6.60K

Mr. John F. Burkart

Vice Chairman, Chief Operating Officer

1.46K

Mr. Nikhil Chaudhri

Co-President, Chief Investment Officer

268.00

+312.31%

Mr. Dennis G. Lopez

Independent Director

Mr. Ade J. Patton

Independent Director

Name

Name/Position

Position

Shareholding

Change

Mr. Matthew Grant (Matt) Mcqueen

Chief Legal Officer, General Counsel

27.27K

Mr. Sergio David (Serge) Rivera

Independent Director

24.12K

Dr. Karen B. DeSalvo, M.D.

Independent Director

13.88K

+40.49%

Ms. Johnese M. Spisso

Independent Director

13.57K

Mr. Kenneth J. Bacon

Independent Chairman of the Board

11.68K

Ms. Kathryn M. Sullivan, CPA

Independent Director

6.60K

Revenue Breakdown

Currency: USDUpdated: Sun, Jul 6

FY2025Q1

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

FY2023Q4

FY2023Q3

FY2023Q2

FY2023Q1

FY2022

FY2022Q4

FY2022Q3

FY2022Q2

FY2022Q1

FY2021

FY2020

FY2019

By BusinessUSD

Name

Revenue

Proportion

Resident Feesand Services

1.86B

76.95%

Rental Income

461.57M

19.05%

Interest Revenue

62.49M

2.58%

Other Revenue

34.50M

1.42%

By RegionUSD

Name

Revenue

Proportion

United States

1.89B

77.97%

United Kingdom

375.51M

15.50%

Canada

158.25M

6.53%

By Business

By Region

By BusinessUSD

Name

Revenue

Proportion

Resident Feesand Services

1.86B

76.95%

Rental Income

461.57M

19.05%

Interest Revenue

62.49M

2.58%

Other Revenue

34.50M

1.42%

Shareholding Stats

Updated: 9 hours ago

Shareholders

Shareholder Types

Shareholders

Proportion

The Vanguard Group, Inc.

12.83%

BlackRock Institutional Trust Company, N.A.

6.45%

Capital International Investors

6.37%

State Street Global Advisors (US)

5.66%

Cohen & Steers Capital Management, Inc.

5.36%

Other

63.34%

Shareholders

Proportion

The Vanguard Group, Inc.

12.83%

BlackRock Institutional Trust Company, N.A.

6.45%

Capital International Investors

6.37%

State Street Global Advisors (US)

5.66%

Cohen & Steers Capital Management, Inc.

5.36%

Other

63.34%

Shareholder Types

Shareholders

Proportion

Investment Advisor

56.29%

Investment Advisor/Hedge Fund

29.66%

Sovereign Wealth Fund

5.05%

Pension Fund

3.01%

Research Firm

2.36%

Hedge Fund

1.54%

Bank and Trust

1.54%

Insurance Company

0.19%

Individual Investor

0.04%

Other

0.32%

Institutional Shareholding

Updated: Tue, Jul 1

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q2

2109

676.73M

101.19%

+46.32M

2025Q1

2097

675.94M

103.57%

+38.85M

2024Q4

1957

659.60M

102.98%

+39.57M

2024Q3

1885

617.95M

99.97%

+11.75M

2024Q2

1809

598.18M

100.05%

+11.68M

2024Q1

1779

578.58M

100.34%

+18.87M

2023Q4

1761

550.82M

99.54%

+14.67M

2023Q3

1699

523.43M

98.37%

+3.74M

2023Q2

1704

503.79M

99.19%

-6.87M

2023Q1

1701

491.62M

99.09%

-6.30M

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

The Vanguard Group, Inc.

91.71M

14.02%

-5.91M

-6.06%

Mar 31, 2025

BlackRock Institutional Trust Company, N.A.

43.12M

6.59%

+370.94K

+0.87%

Mar 31, 2025

Capital International Investors

42.59M

6.51%

+5.50M

+14.82%

Mar 31, 2025

State Street Global Advisors (US)

37.88M

5.79%

+1.44M

+3.95%

Mar 31, 2025

Cohen & Steers Capital Management, Inc.

35.82M

5.48%

-2.09M

-5.52%

Mar 31, 2025

Norges Bank Investment Management (NBIM)

31.29M

4.79%

-201.93K

-0.64%

Dec 31, 2024

Wellington Management Company, LLP

21.29M

3.26%

+2.61M

+14.00%

Mar 31, 2025

Managed Account Advisors LLC

14.95M

2.29%

+1.53M

+11.41%

Mar 31, 2025

Geode Capital Management, L.L.C.

14.29M

2.19%

+729.73K

+5.38%

Mar 31, 2025

Related ETFs

Updated: Sun, Jul 6

Name

Proportion

iShares Residential and Multisector Real Estate

18.7%

Cohen & Steers Real Estate Active ETF

15.06%

SP Funds S&P Global REIT Sharia ETF

12.27%

SPDR Dow Jones REIT ETF

10.01%

ETFB Green SRI REITs ETF

9.03%

Real Estate Select Sector SPDR Fund

8.82%

Proshares Ultra Real Estate

8.76%

First Trust S&P Reit Index

8.21%

iShares Select US REIT ETF

8.18%

Invesco Active U.S. Real Estate ETF

7.91%

iShares Residential and Multisector Real Estate

Proportion18.7%

Cohen & Steers Real Estate Active ETF

Proportion15.06%

SP Funds S&P Global REIT Sharia ETF

Proportion12.27%

SPDR Dow Jones REIT ETF

Proportion10.01%

ETFB Green SRI REITs ETF

Proportion9.03%

Real Estate Select Sector SPDR Fund

Proportion8.82%

Proshares Ultra Real Estate

Proportion8.76%

First Trust S&P Reit Index

Proportion8.21%

iShares Select US REIT ETF

Proportion8.18%

Invesco Active U.S. Real Estate ETF

Proportion7.91%

Dividend

A total of 6.09B USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

Feb 11, 2025

WELL.NB Interim Cash Dividend of gross USD 0.67 paid on Mar 06, 2025 going ex on Feb 25, 2025

Feb 25, 2025

Mar 06, 2025

Feb 25, 2025

Oct 28, 2024

WELL.NB Final Cash Dividend of gross USD 0.67 paid on Nov 21, 2024 going ex on Nov 13, 2024

Nov 13, 2024

Nov 21, 2024

Nov 13, 2024

Jul 29, 2024

WELL.NB Interim Cash Dividend of gross USD 0.67 paid on Aug 21, 2024 going ex on Aug 12, 2024

Aug 12, 2024

Aug 21, 2024

Aug 12, 2024

Apr 29, 2024

WELL.NB Interim Cash Dividend of gross USD 0.61 paid on May 22, 2024 going ex on May 10, 2024

May 13, 2024

May 22, 2024

May 10, 2024

Feb 13, 2024

WELL.NB Interim Cash Dividend of gross USD 0.61 paid on Mar 07, 2024 going ex on Feb 22, 2024

Feb 23, 2024

Mar 07, 2024

Feb 22, 2024

Oct 30, 2023

WELL.NB Final Cash Dividend of gross USD 0.61 paid on Nov 22, 2023 going ex on Nov 13, 2023

Nov 14, 2023

Nov 22, 2023

Nov 13, 2023

Jul 31, 2023

WELL.NB Interim Cash Dividend of gross USD 0.61 paid on Aug 23, 2023 going ex on Aug 14, 2023

Aug 15, 2023

Aug 23, 2023

Aug 14, 2023

May 03, 2023

WELL.NB Interim Cash Dividend of gross USD 0.61 paid on May 23, 2023 going ex on May 15, 2023

May 16, 2023

May 23, 2023

May 15, 2023

Feb 16, 2023

WELL.NB Interim Cash Dividend of gross USD 0.61 paid on Mar 08, 2023 going ex on Feb 27, 2023

Feb 28, 2023

Mar 08, 2023

Feb 27, 2023

Nov 08, 2022

WELL.NB Final Cash Dividend of gross USD 0.61 paid on Nov 30, 2022 going ex on Nov 17, 2022

Nov 18, 2022

Nov 30, 2022

Nov 17, 2022

Stock Split

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

KeyAI

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