Quick Takeaways
- WELL - WELLTOWER INC. has 18 insiders with reported activity on this page.
- Net insider value flow over the last year: +$3,029,200.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 18 Insiders of WELLTOWER INC.
- Symbol
- WELL on NYSE
- Location
- Toledo, OH
What Changed
- Buy value: $3,029,200; sell value: $0.
- Net share flow: +20,000.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Official SEC Source
Insider trading overview
Last 12 monthsNet insider flow leans to buying over the last 12 months. Net value: +$3,029,200.
Buys
$3,029,200
Shares: 20,000
Insiders: 1
Sells
$0
Shares: 0
Insiders: 0
Net
+$3,029,200
Shares: +20,000
Insiders: 1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 20,000 | 0 | $3,029,200 | $0 | +$3,029,200 |
WELLTOWER INC. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Shankh Mitra | CEO, Director | $10,215,988 | Mixed | 13 Feb 2026 | ||
| Matthew Grant Mcqueen | Chief Legal Officer | $4,991,532 | Mixed | 13 Feb 2026 | ||
| Sergio D. Rivera | Director | $4,941,396 | Mixed | 26 Feb 2026 | ||
| Timothy G. McHugh | Co-President and CFO | $4,628,113 | Mixed | 13 Feb 2026 | ||
| Andrew Gundlach | Director | $4,543,800 | +$3,029,200 | +200% | Filing P/S | 26 Feb 2026 |
| Jeffrey H. Donahue | Director | $4,525,070 | Mixed | 03 Mar 2022 | ||
| Joshua Fieweger | SVP, Chief Accounting Officer | $4,002,400 | Mixed | 13 Feb 2026 | ||
| Dennis G. Lopez | Director | $3,428,128 | Mixed | 26 Feb 2026 | ||
| Johnese Spisso | Director | $2,981,624 | Mixed | 26 Feb 2026 | ||
| Karen B. DeSalvo | Director | $2,296,909 | Mixed | 26 Feb 2026 | ||
| Diana W. Reid | Director | $940,160 | Mixed | 01 Mar 2024 | ||
| John F. Burkart | Vice Chairman and COO | $216,909 | Mixed | 13 Feb 2026 | ||
| Nikhil Chaudhri | Co-President and CIO | $59,241 | Mixed | 13 Feb 2026 | ||
| Kenneth J. Bacon | Director | Mixed | 26 Feb 2026 | |||
| Philip L. Hawkins | Director | Mixed | 01 Mar 2024 | |||
| Ade J. Patton | Director | Mixed | 26 Feb 2026 | |||
| Kathryn M. Sullivan | Director | Mixed | 26 Feb 2026 | |||
| Ayesha Menon | EVP - Wellness Housing & Deve | Mixed | 23 Feb 2023 |
Top shareholders of WELLTOWER INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
13%
|
92,421,471
|
$17,154,349,233 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
13D/G
|
Company |
9.5%
from 13D/G
|
72,780,654
|
$13,508,817,202 | — | 31 Dec 2025 | |
| Capital International Investors |
13F
|
Company |
6.9%
|
47,431,769
|
$8,805,411,427 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
6.1%
|
41,760,328
|
$7,751,134,480 | — | 31 Dec 2025 | |
| COHEN & STEERS, INC. |
13D/G
13F
|
Company |
4.9%
|
33,804,723
|
$6,319,454,918 | -$48,167,147 | 31 Dec 2025 | |
| NORGES BANK |
13F
13D/G
|
Company |
4.9%
from 13D/G
|
29,450,268
|
$5,466,264,243 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
3%
|
20,823,073
|
$3,864,970,445 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
3%
|
20,403,258
|
$3,787,048,708 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.7%
|
18,654,487
|
$3,462,459,331 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
17,007,371
|
$3,155,047,441 | — | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
2.5%
|
16,826,035
|
$3,123,082,000 | — | 31 Dec 2025 | |
| Capital World Investors |
13F
|
Company |
1.6%
|
10,744,520
|
$1,994,290,357 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.5%
|
10,094,083
|
$1,873,566,082 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.5%
|
10,067,111
|
$1,868,557,130 | — | 31 Dec 2025 | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13F
|
Company |
1.3%
|
9,223,095
|
$1,711,898,662 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
8,986,312
|
$1,667,949,371 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.2%
|
8,440,994
|
$1,566,733,083 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
8,405,589
|
$1,560,161,374 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.2%
|
8,287,084
|
$1,538,220,546 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
1.1%
|
7,307,319
|
$1,356,311,476 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
1%
|
6,916,027
|
$1,283,683,682 | — | 31 Dec 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.84%
|
5,736,928
|
$1,064,831,206 | — | 31 Dec 2025 | |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.81%
|
5,542,002
|
$1,028,650,991 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.74%
|
5,065,776
|
$940,258,683 | — | 31 Dec 2025 | |
| Daiwa Securities Group Inc. |
13F
|
Company |
0.65%
|
4,477,906
|
$831,144,000 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.65%
|
4,474,117
|
$830,440,918 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.59%
|
4,028,436
|
$747,718,072 | — | 31 Dec 2025 | |
| Resolution Capital Ltd |
13F
|
Company |
0.52%
|
3,571,378
|
$662,883,471 | — | 31 Dec 2025 | |
| Amundi |
13F
|
Individual |
0.51%
|
3,500,893
|
$649,800,751 | — | 31 Dec 2025 | |
| WCM INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.48%
|
3,281,537
|
$616,928,956 | — | 31 Dec 2025 | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
13F
|
Company |
0.47%
|
3,229,678
|
$599,460,534 | — | 31 Dec 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.46%
|
3,185,340
|
$591,230,957 | — | 31 Dec 2025 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.43%
|
2,929,178
|
$543,684,729 | — | 31 Dec 2025 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.42%
|
2,890,794
|
$536,751,861 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.4%
|
2,713,841
|
$503,990,248 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.4%
|
2,715,378
|
$495,761,270 | — | 31 Dec 2025 | |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
13F
|
Company |
0.38%
|
2,609,690
|
$484,384,561 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.35%
|
2,410,842
|
$447,473,491 | — | 31 Dec 2025 | |
| PGGM Investments |
13F
|
Individual |
0.3%
|
2,038,211
|
$378,312,000 | — | 31 Dec 2025 | |
| Mitsubishi UFJ Asset Management Co., Ltd. |
13F
|
Company |
0.29%
|
1,966,128
|
$367,547,968 | — | 31 Dec 2025 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.28%
|
1,930,894
|
$358,914,576 | — | 31 Dec 2025 | |
| National Pension Service |
13F
|
Company |
0.28%
|
1,918,528
|
$356,097,982 | — | 31 Dec 2025 | |
| Swiss National Bank |
13F
|
Company |
0.27%
|
1,832,800
|
$340,186,008 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.26%
|
1,762,436
|
$327,125,744 | — | 31 Dec 2025 | |
| Aberdeen Group plc |
13F
|
Company |
0.25%
|
1,720,000
|
$319,249,199 | — | 31 Dec 2025 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.24%
|
1,662,173
|
$308,515,931 | — | 31 Dec 2025 | |
| APG Asset Management US Inc. |
13F
|
Company |
0.24%
|
1,657,317
|
$307,614,608 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.24%
|
1,650,938
|
$306,430,603 | — | 31 Dec 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.24%
|
1,632,233
|
$302,958,767 | — | 31 Dec 2025 | |
| CANADA LIFE ASSURANCE Co |
13F
|
Company |
0.22%
|
1,498,905
|
$278,139,000 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for WELLTOWER INC.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Kathryn M. Sullivan | WELL | Other Stock Unit | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Kathryn M. Sullivan | WELL | LTIP Units | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Andrew Gundlach | WELL | Other Stock Unit | Award | 1,787 | 1,787 | 26 Feb 2026 | Direct | |||
| Andrew Gundlach | WELL | LTIP Units | Award | 1,787 | 1,787 | 26 Feb 2026 | Direct | |||
| Johnese Spisso | WELL | Common Stock | Award | 7.04% | 1,056 | 16,057 | 26 Feb 2026 | Direct | ||
| Sergio D. Rivera | WELL | Common Stock | Award | 4.13% | 1,056 | 26,611 | 26 Feb 2026 | Direct | ||
| Ade J. Patton | WELL | Other Stock Unit | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Ade J. Patton | WELL | LTIP Units | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Dennis G. Lopez | WELL | Common Stock | Award | 10.7% | 1,787 | 18,462 | 26 Feb 2026 | Direct | ||
| Karen B. DeSalvo | WELL | Common Stock | Award | 9.33% | 1,056 | 12,370 | 26 Feb 2026 | Direct | ||
| Kenneth J. Bacon | WELL | Other Stock Unit | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Kenneth J. Bacon | WELL | LTIP Units | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Shankh Mitra | WELL | Other Stock Units | Award | 470,270 | 470,270 | 13 Feb 2026 | Direct | |||
| Shankh Mitra | WELL | LTIP Units | Award | 470,270 | 276,735 | 13 Feb 2026 | Direct | |||
| Timothy G. McHugh | WELL | Other Stock Units | Award | 206,596 | 206,596 | 13 Feb 2026 | Direct | |||
| Timothy G. McHugh | WELL | LTIP Units | Award | 206,596 | 131,332 | 13 Feb 2026 | Direct | |||
| Nikhil Chaudhri | WELL | Other Stock Units | Award | 107,788 | 107,788 | 13 Feb 2026 | Direct | |||
| Nikhil Chaudhri | WELL | LTIP Units | Award | 107,788 | 65,666 | 13 Feb 2026 | Direct | |||
| John F. Burkart | WELL | Other Stock Units | Award | 195,846 | 195,846 | 13 Feb 2026 | Direct | |||
| John F. Burkart | WELL | LTIP Units | Award | 195,846 | 131,332 | 13 Feb 2026 | Direct | |||
| Matthew Grant Mcqueen | WELL | Common Stock | Gift | -1.97% | -541 | 26,881 | 13 Feb 2026 | Direct | ||
| Matthew Grant Mcqueen | WELL | Other Stock Units | Award | 74,079 | 74,079 | 13 Feb 2026 | Direct | |||
| Matthew Grant Mcqueen | WELL | LTIP Units | Award | 74,079 | 37,523 | 13 Feb 2026 | Direct | |||
| Joshua Fieweger | WELL | Other Stock Units | Award | 19,928 | 19,928 | 13 Feb 2026 | Direct | |||
| Joshua Fieweger | WELL | LTIP Units | Award | 19,928 | 9,381 | 13 Feb 2026 | Direct | |||
| Joshua Fieweger | WELL | Common Stock | Tax liability | -0.58% | -124 | 21,269 | 15 Jan 2026 | Direct | ||
| Dennis G. Lopez | WELL | Common Stock | Award | 0.34% | 57 | 16,675 | 31 Dec 2025 | Direct | ||
| Andrew Gundlach | WELL | Other Stock Unit | Award | 49 | 49 | 31 Dec 2025 | Direct | |||
| Andrew Gundlach | WELL | LTIP Units | Award | 49 | 49 | 31 Dec 2025 | Direct | |||
| Timothy McHugh | WELL | Common Stock | Gift | -2.09% | -500 | 23,398 | 16 Dec 2025 | Direct | ||
| Matthew Grant Mcqueen | WELL | Common Stock | Award | 0.26% | 71 | 27,422 | 28 Nov 2025 | Direct | ||
| Joshua Fieweger | WELL | Common Stock | Award | -0.25% | -53 | 21,393 | 28 Nov 2025 | Direct | ||
| Timothy McHugh | WELL | Common | Award | 0.22% | 53 | 23,898 | 28 Nov 2025 | Direct | ||
| John F. Burkart | WELL | Common Stock | Award | 2.43% | 39 | 1,644 | 28 Nov 2025 | Direct | ||
| Nikhil Chaudhri | WELL | Common Stock | Award | 7.42% | 31 | 449 | 28 Nov 2025 | Direct | ||
| Shankh Mitra | WELL | Common Stock | Award | 0.08% | 64 | 77,339 | 28 Nov 2025 | Direct | ||
| Dennis G. Lopez | WELL | Common Stock | Award | 0.37% | 62 | 16,618 | 20 Nov 2025 | Direct | ||
| Matthew Grant Mcqueen | WELL | Other Stock Units | Award | 271,367 | 271,367 | 30 Oct 2025 | Direct | |||
| Matthew Grant Mcqueen | WELL | LTIP Units | Award | 271,367 | 271,367 | 30 Oct 2025 | Direct | |||
| John F. Burkart | WELL | Other Stock Units | Award | 285,649 | 285,649 | 30 Oct 2025 | Direct | |||
| John F. Burkart | WELL | LTIP Units | Award | 285,649 | 285,649 | 30 Oct 2025 | Direct | |||
| Timothy McHugh | WELL | Other Stock Units | Award | 492,745 | 492,745 | 30 Oct 2025 | Direct | |||
| Timothy McHugh | WELL | LTIP Units | Award | 492,745 | 492,745 | 30 Oct 2025 | Direct | |||
| Nikhil Chaudhri | WELL | Other Stock Units | Award | 549,874 | 549,874 | 30 Oct 2025 | Direct | |||
| Nikhil Chaudhri | WELL | LTIP Units | Award | 549,874 | 549,874 | 30 Oct 2025 | Direct | |||
| Shankh Mitra | WELL | Other Stock Units | Award | 2,485,146 | 2,485,146 | 30 Oct 2025 | Direct | |||
| Shankh Mitra | WELL | LTIP Units | Award | 2,485,146 | 2,485,146 | 30 Oct 2025 | Direct | |||
| Dennis G. Lopez | WELL | Common Stock | Award | 0.44% | 73 | 16,556 | 21 Aug 2025 | Direct | ||
| Andrew Gundlach | WELL | Common Stock | Purchase | 100% | $1,514,600 | $151.46 | 10,000 | 20,000 | 30 Jun 2025 | ELLEN-MARIA GORRISSEN TRUST II U/A DATED JUNE 3, 1993 |
| Andrew Gundlach | WELL | Common Stock | Purchase | $1,514,600 | $151.46 | 10,000 | 10,000 | 30 Jun 2025 | ELLEN-MARIA GORRISSEN TRUST I U/A DATED JUNE 3, 1993 |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.