Company Dossier · Real Estate
Welltower
- S&P 500
- Russell 1000
What Welltower is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $9.37 billion, up 43% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $4.36 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 28, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.85 of 1.Palanor Discourse
- Guidance in the last 90 days: 3 outlook figures raised, 1 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 12, 2026): 2 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q3 2026: $2.4 million on the open market.SEC Form 4
- 1,605 institutional managers reported a position at June 30, 2026 (+109 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 7 (2 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Welltower is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings65th pct
- Deals and private raises47th pct
- Patent publications50th pct
Confident ↔ Hedging
Mixed
- Call sentiment30th pct
- Call confidence45th pct
- Guidance changes43rd pct
- Risk factors added56th pct
- Insider open-market trades91st pct
- + Insider open-market trades
- − Call sentiment
- − Guidance changes
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver91st pct
- Stress filings50th pct
Credit
How these are built →Welltower's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$18.5B
- Due within a year $1.1B
- Longer term $17.4B
- Default point $9.8B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jul 6, 2026 | C$750M | 3.850% | 2031 (5y) | +80bp | 3.854% |
| Jul 6, 2026 | C$400M | 4.150% | 2033 (7y) | +95bp | 4.154% |
| Jul 31, 2025 | $400M | 4.500% | 2030 (5y) | +62bp | 4.577% |
| Jul 31, 2025 | $600M | 5.125% | 2035 (10y) | +82bp | 5.180% |
| Jun 25, 2025 | $600M | 4.500% | 2030 (5y) | +67bp | 4.513% |
| Jun 25, 2025 | $650M | 5.125% | 2035 (10y) | +87bp | 5.159% |
From the pricing term sheets Welltower filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Welltower, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralBrookdale Senior Living To Buy 30 Communities It Operates From Welltower For $290M
Bisnow · Oct 14, 2026
- NeutralETFs Bought $503.5 Million of Welltower (WELL) on Sept. 28
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralWelltower Reports Revenue and Income Growth From Senior Housing Investments
Commercial Observer · Jul 28, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 16, 2026LobbyingLobbying report (CORNERSTONE GOVERNMENT AFFAIRS, INC.)third_quarter 2026 · $0.1 million
- Aug 5, 2026Trademark
- May 22, 20268-KShareholder vote resultsItem 5.07
- Mar 10, 20268-KMaterial agreement signedItem 1.01
- Feb 12, 202610-KAnnual report (10-K)2 risk factors added, 0 removed
- Oct 27, 20258-KDirector or officer changeItem 5.02
- Jun 16, 2025Trademark
- May 23, 20258-KShareholder vote resultsItem 5.07
- Mar 25, 2025Patent
- Feb 12, 202510-KAnnual report (10-K)2 risk factors added, 3 removed
- Jan 2, 20258-KDirector or officer changeItem 5.02
- Dec 6, 20248-KDirector or officer changeItem 5.02
- Feb 15, 202410-KAnnual report (10-K)3 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Ventas VTR | $6.4B | — | Jun 30, 2026 |
| American Healthcare REIT AHR | $2.3B | — | Jun 30, 2026 |
| Medical Properties Trust MPT | $1.0B | — | Mar 31, 2026 |
| Healthpeak Properties DOC | $0.7B | — | Jun 30, 2026 |
| Prologis Inc. PLD | $8.9B | — | Mar 31, 2026 |
| Equinix EQIX | $9.8B | −$1.0B | Jun 30, 2026 |
| Iron Mountain IRM | $7.6B | −$0.5B | Jun 30, 2026 |
| Simon Property Group SPG | $6.9B | $3.2B | Jun 30, 2026 |