WELL · Welltower Inc.
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-06-26 | Mitra Shankh |
Director |
Gift↓
|
Common Stock
|
3,852 |
| 2026-05-31 | Mitra Shankh |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
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). In accordance with the ESPP these Common Shares were purchased at a price equal to 85% of the closing price of Common Shares on December 1, 2025, the first trading day of the offering period. |
Common Stock
|
17 |
| 2026-05-27 | Mitra Shankh |
Director |
Gift↓
|
Common Stock
|
162 |
| 2026-05-21 | LOPEZ DENNIS G |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
These shares represent dividend equivalent rights accrued on outstanding deferred stock units held by the reporting person, which may only be settled in common stock. |
Common Stock
|
63 |
| 2026-05-01 | BACON KENNETH J |
Director |
Other↑
|
Common Stock
|
2,627 |
| 2026-05-01 | BACON KENNETH J |
Director |
Other↓
Filing footnotes — OP Units (Direct)
(1) On February 23, 2023, the reporting person received an award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which were subsequently converted, upon both vesting and 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") that are exchangeable 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. On May 1, 2026, these OP Units were exchanged for Common Shares. |
OP Units
|
2,627 |
| 2026-02-26 | Patton Ade J. |
Director |
Award↑
Filing footnotes — Other Stock Unit (Direct)
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 Amended and Restated 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. |
Other Stock Unit
|
1,056 |
| 2026-02-26 | Rivera Sergio |
Director, Chief Executive Officer |
Award↑
Filing footnotes — Common Stock (Direct)
These shares represent deferred stock units that were granted without cash consideration on February 26, 2026 under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027. |
Common Stock
|
1,056 |
| 2026-02-26 | Gundlach Andrew |
Director |
Award↑
Filing footnotes — Other Stock Unit (Direct)
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 Amended and Restated 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. |
Other Stock Unit
|
1,787 |
| 2026-02-26 | SULLIVAN KATHRYN M |
Director |
Award↑
Filing footnotes — Other Stock Unit (Direct)
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 Amended and Restated 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. |
Other Stock Unit
|
1,056 |
| 2026-02-26 | DeSalvo Karen B |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
These shares represent deferred stock units that were granted without cash consideration on February 26, 2026 under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027. |
Common Stock
|
1,056 |
| 2026-02-26 | BACON KENNETH J |
Director |
Award↑
Filing footnotes — LTIP Units (Direct)
Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 26, 2027, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. |
LTIP Units
|
1,056 |
| 2026-02-26 | BACON KENNETH J |
Director |
Award↑
Filing footnotes — Other Stock Unit (Direct)
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 Amended and Restated 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. |
Other Stock Unit
|
1,056 |
| 2026-02-26 | LOPEZ DENNIS G |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
These shares represent deferred stock units that were granted without cash consideration on February 26, 2026 under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027. |
Common Stock
|
1,787 |
| 2026-02-26 | Spisso Johnese |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
These shares represent deferred stock units that were granted without cash consideration on February 26, 2026 under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027. |
Common Stock
|
1,056 |
| 2026-02-26 | Gundlach Andrew |
Director |
Award↑
Filing footnotes — LTIP Units (Direct)
Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 26, 2027, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. |
LTIP Units
|
1,787 |
| 2026-02-26 | SULLIVAN KATHRYN M |
Director |
Award↑
Filing footnotes — LTIP Units (Direct)
Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 26, 2027, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. |
LTIP Units
|
1,056 |
| 2026-02-26 | Patton Ade J. |
Director |
Award↑
Filing footnotes — LTIP Units (Direct)
Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 26, 2027, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. |
LTIP Units
|
1,056 |
| 2026-02-13 | Burkart John F. |
Sr. EVP & COO |
Award↑
Filing footnotes — Other Stock Units (Direct)
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. |
Other Stock Units
|
195,846 |
| 2026-02-13 | Chaudhri Nikhil |
Co-President and CIO |
Award↑
Filing footnotes — LTIP Units (Direct)
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. The reported transaction was a vesting of 65,666 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 Units
|
65,666 |
| 2026-02-13 | Mcqueen Matthew Grant |
Chief Legal Officer |
Award↑
Filing footnotes — LTIP Units (Direct)
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. 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 Units
|
36,556 |
| 2026-02-13 | Mcqueen Matthew Grant |
Chief Legal Officer |
Award↑
Filing footnotes — LTIP Units (Direct)
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. 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. |
LTIP Units
|
37,523 |
| 2026-02-13 | Burkart John F. |
Sr. EVP & COO |
Award↑
Filing footnotes — LTIP Units (Direct)
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. The reported transaction was a vesting of 131,332 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 Units
|
131,332 |
| 2026-02-13 | Burkart John F. |
Sr. EVP & COO |
Award↑
Filing footnotes — LTIP Units (Direct)
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. The reported transaction was a vesting of 64,514 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 Units
|
64,514 |
| 2026-02-13 | Fieweger Joshua |
SVP, Chief Accounting Officer |
Award↑
Filing footnotes — Other Stock Units (Direct)
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. |
Other Stock Units
|
19,928 |
| 2026-02-13 | McHugh Timothy |
Co-President and CFO |
Award↑
Filing footnotes — LTIP Units (Direct)
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. The reported transaction was a vesting of 75,264 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 Units
|
75,264 |
| 2026-02-13 | Chaudhri Nikhil |
Co-President and CIO |
Award↑
Filing footnotes — LTIP Units (Direct)
These LTIP Units were originally granted without cash consideration to the reporting person on April 8, 2024. The reported transaction was a vesting of 20,614 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 Units
|
20,614 |
| 2026-02-13 | Fieweger Joshua |
SVP, Chief Accounting Officer |
Award↑
Filing footnotes — LTIP Units (Direct)
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. The reported transaction was a vesting of 8,605 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 Units
|
8,605 |
| 2026-02-13 | McHugh Timothy |
Co-President and CFO |
Award↑
Filing footnotes — LTIP Units (Direct)
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. The reported transaction was a vesting of 131,332 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 Units
|
131,332 |
| 2026-02-13 | McHugh Timothy |
Co-President and CFO |
Award↑
Filing footnotes — Other Stock Units (Direct)
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. |
Other Stock Units
|
206,596 |
| 2026-02-13 | Mitra Shankh |
Director |
Award↑
Filing footnotes — Other Stock Units (Direct)
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. |
Other Stock Units
|
470,270 |
| 2026-02-13 | Chaudhri Nikhil |
Co-President and CIO |
Award↑
Filing footnotes — LTIP Units (Direct)
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. The reported transaction was a vesting of 21,508 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 Units
|
21,508 |
| 2026-02-13 | Mcqueen Matthew Grant |
Chief Legal Officer |
Gift↓
|
Common Stock
|
541 |
| 2026-02-13 | Mitra Shankh |
Director |
Award↑
Filing footnotes — LTIP Units (Direct)
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. The reported transaction was a vesting of 276,735 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 Units
|
276,735 |
| 2026-02-13 | Fieweger Joshua |
SVP, Chief Accounting Officer |
Award↑
Filing footnotes — LTIP Units (Direct)
These LTIP Units were originally granted without cash consideration to the reporting person on June 24, 2024. The reported transaction was a vesting of 1,942 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 Units
|
1,942 |
| 2026-02-13 | Mcqueen Matthew Grant |
Chief Legal Officer |
Award↑
Filing footnotes — Other Stock Units (Direct)
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. |
Other Stock Units
|
74,079 |
| 2026-02-13 | Fieweger Joshua |
SVP, Chief Accounting Officer |
Award↑
Filing footnotes — LTIP Units (Direct)
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. The reported transaction was a vesting of 9,381 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 Units
|
9,381 |
| 2026-02-13 | Mitra Shankh |
Director |
Award↑
Filing footnotes — LTIP Units (Direct)
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. The reported transaction was a vesting of 193,535 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 Units
|
193,535 |
| 2026-02-13 | Chaudhri Nikhil |
Co-President and CIO |
Award↑
Filing footnotes — Other Stock Units (Direct)
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. |
Other Stock Units
|
107,788 |
| 2026-01-15 | Fieweger Joshua |
SVP, Chief Accounting Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. |
Common Stock
|
124 |
| 2025-12-31 | Gundlach Andrew |
Director |
Award↑
Filing footnotes — LTIP Units (Direct)
Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on February 28, 2026, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. |
LTIP Units
|
49 |
| 2025-12-31 | Gundlach Andrew |
Director |
Award↑
Filing footnotes — Other Stock Unit (Direct)
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. Amended and Restated 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. |
Other Stock Unit
|
49 |
| 2025-12-31 | LOPEZ DENNIS G |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Represents deferred stock units that were granted without cash consideration under the Welltower Inc. Amended and Restated 2022 Long-Term Incentive Plan and are scheduled to vest on February 28, 2026, subject to the reporting person's continued service through the vesting date. Each deferred stock unit will be settled in shares of Welltower Inc. common stock upon vesting. |
Common Stock
|
57 |
| 2025-12-16 | McHugh Timothy |
Co-President and CFO |
Gift↓
|
Common Stock
|
500 |
| 2025-11-28 | Fieweger Joshua |
SVP, Chief Accounting Officer |
Award↓
Filing footnotes — Common Stock (Direct)
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). 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. |
Common Stock
|
53 |
| 2025-11-28 | Chaudhri Nikhil |
Co-President and CIO |
Award↑
Filing footnotes — Common Stock (Direct)
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). 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. |
Common Stock
|
31 |
| 2025-11-28 | Mcqueen Matthew Grant |
Chief Legal Officer |
Award↑
Filing footnotes — Common Stock (Direct)
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). 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. |
Common Stock
|
71 |
| 2025-11-28 | McHugh Timothy |
Co-President and CFO |
Award↑
Filing footnotes — Common (Direct)
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). 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. |
Common
|
53 |
| 2025-11-28 | Mitra Shankh |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
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). 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. The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household. This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 for any other purpose. |
Common Stock
|
64 |
| 2025-11-28 | Burkart John F. |
Sr. EVP & COO |
Award↑
Filing footnotes — Common Stock (Direct)
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). 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. |
Common Stock
|
39 |