Andrew Gundlach - 30 Jun 2025 Form 4 Insider Report for WELLTOWER INC. (WELL)

Reporting relationship: Director
Issuer ticker: WELL
Reported as of: 30 Jun 2025
Net transaction value: +$3,029,200
SEC form: 4
Accepted by SEC: 02 Jul 2025, 16:38:47 UTC
Prior SEC filing: 03 Mar 2025
Next SEC filing: 05 Jan 2026
Source filing: View source filing
Reporting owner signature: By: Matthew McQueen, Attorney-in-Fact For: Andrew Gundlach

Key filing fact

Andrew Gundlach filed Form 4 for WELLTOWER INC. (WELL) on 02 Jul 2025.

Key facts

This page summarizes Andrew Gundlach's Form 4 filing for WELLTOWER INC. (WELL).
2 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 02 Jul 2025, 16:38.

Change

Previous filing in this sequence was filed on 03 Mar 2025.
Current net transaction value: +$3,029,200.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0002031329 Primary reporting owner

Gundlach Andrew

Relationship: Director
Address: 4500 DORR STREET, TOLEDO
Signature: By: Matthew McQueen, Attorney-in-Fact For: Andrew Gundlach
Signature date: 02 Jul 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WELL transaction

Common Stock

Purchase

Transaction value: $1,514,600
Shares: +10,000
Change %
Price: $151.46
Shares after: 10,000
Date: 30 Jun 2025
Ownership: ELLEN-MARIA GORRISSEN TRUST I U/A DATED JUNE 3, 1993
Footnotes: F1, F2

WELL transaction

Common Stock

Purchase

Transaction value: $1,514,600
Shares: +10,000
Change %: +100%
Price: $151.46
Shares after: 20,000
Date: 30 Jun 2025
Ownership: ELLEN-MARIA GORRISSEN TRUST II U/A DATED JUNE 3, 1993
Footnotes: F1, F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

This transaction was executed in multiple trades at prices ranging from $151.23 to $151.77. The price reported above reflects the weighted average purchase price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Footnote F2

The reporting person is the Chairman and Chief Executive Officer of Bleichroeder LP, which serves as registered investment adviser to the trust, and is a beneficiary of the trust. The reporting person, on his own behalf and on behalf of Bleichroeder LP, disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that either the reporting person or Bleichroeder LP is the beneficial owner of the securities for purposes of Section 16 or for any other purposes.

Footnote F3

The reporting person is the Chairman and Chief Executive Officer of Bleichroeder LP, which serves as registered investment adviser to the trust. The reporting person, on his own behalf and on behalf of Bleichroeder LP, disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that either the reporting person or Bleichroeder LP is the beneficial owner of the securities for purposes of Section 16 or for any other purposes.