— Know what they know.
Not Investment Advice
Also trades as: 0LUS.L (LSE) · $vol 0M

WELL Smart Money

Welltower Inc.
1W: +3.1% 1M: +4.0% 3M: -0.8% YTD: +29.2% 1Y: +37.2% 3Y: +200.8% 5Y: +221.9%
$226.72
-13.89 (-5.77%)
After Hours: $227.00 (+0.28, +0.12%)
Weekly Expected Move ±2.7%
$224 $231 $237 $244 $250
NYSE · Real Estate · REIT - Healthcare Facilities · Tech Score Neutral · Power 65 · $173.4B mcap · 720M float · 0.407% daily turnover · Short 68% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $909.4M held by 326 funds, 51 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
1,696
Institutions Holding
+88 vs prior
86.2%
Ownership
+15.87%
206 New
672 Increased
567 Reduced
81 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-08-26 Gundlach Andrew director P-Purchase 2,500 $242.06 $605K Filing
2026-08-25 Gundlach Andrew director P-Purchase 2,500 $239.47 $599K Filing
2026-08-20 LOPEZ DENNIS G director A-Grant/Award 73 $237.40 $17K Filing
2026-06-26 Mitra Shankh officer: ceo G-Gift 3,852 $— $0 Filing
2026-05-31 Mitra Shankh officer: ceo A-Grant/Award 17 $173.32 $3K Filing
2026-05-29 McHugh Timothy officer: co-president and cfo A-Grant/Award 11 $173.32 $2K Filing
2026-05-27 Mitra Shankh officer: ceo G-Gift 162 $— $0 Filing
2026-05-21 LOPEZ DENNIS G director A-Grant/Award 63 $216.01 $14K Filing
2026-02-26 Spisso Johnese director A-Grant/Award 1,056 $— $0 Filing
2026-02-26 Rivera Sergio director A-Grant/Award 1,056 $— $0 Filing
2026-02-26 DeSalvo Karen B director A-Grant/Award 1,056 $— $0 Filing
2026-02-26 LOPEZ DENNIS G director A-Grant/Award 1,787 $— $0 Filing
2026-02-13 Mcqueen Matthew Grant officer: chief legal officer G-Gift 541 $— $0 Filing
2026-01-15 Fieweger Joshua officer: svp, chief accounting officer F-Tax Withholding 124 $188.18 $23K Filing
2025-12-31 LOPEZ DENNIS G director A-Grant/Award 57 $— $0 Filing
2025-12-16 McHugh Timothy officer: co-president and cfo G-Gift 500 $— $0 Filing
2025-11-28 Burkart John F. officer: vice chairman and coo A-Grant/Award 39 $131.94 $5K Filing
2025-11-28 Mitra Shankh officer: ceo A-Grant/Award 64 $131.94 $8K Filing
2025-11-28 Mcqueen Matthew Grant officer: chief legal officer A-Grant/Award 71 $131.94 $9K Filing
2025-11-28 McHugh Timothy officer: co-president and cfo A-Grant/Award 53 $131.94 $7K Filing
2025-11-28 Fieweger Joshua officer: svp, chief accounting officer A-Grant/Award 53 $131.94 $7K Filing
2025-11-28 Chaudhri Nikhil officer: co-president and cio A-Grant/Award 31 $131.94 $4K Filing
2025-11-20 LOPEZ DENNIS G director A-Grant/Award 62 $197.58 $12K Filing
2025-08-21 LOPEZ DENNIS G director A-Grant/Award 73 $166.94 $12K Filing
2025-06-30 Gundlach Andrew director P-Purchase 10,000 $151.46 $1.5M Filing

🏛️ Congressional Trades

25 records
Date Politician Chamber Type Amount Filing
2026-09-04 Ro Khanna House Sell $1,001 - $15,000 Filing
2026-03-30 Alan Armstrong Senate Buy $1,001 - $15,000 Filing
2026-03-27 Alan Armstrong Senate Buy $1,001 - $15,000 Filing
2026-02-11 Jonathan Jackson House Buy $1,001 - $15,000 Filing
2026-02-11 Jonathan Jackson House Buy $1,001 - $15,000 Filing
2026-02-10 Jonathan Jackson House Buy $1,001 - $15,000 Filing
2024-10-14 Ro Khanna House Buy $1,001 - $15,000 Filing
2024-02-13 Ro Khanna House Sell $1,001 - $15,000 Filing
2024-01-10 Ro Khanna House Sell $15,001 - $50,000 Filing
2024-01-10 Ro Khanna House Buy $1,001 - $15,000 Filing
2023-07-12 Daniel Goldman House Sell $15,001 - $50,000 Filing
2023-05-23 Ro Khanna House Buy $1,001 - $15,000 Filing
2023-04-17 Ro Khanna House Sell $1,001 - $15,000 Filing
2023-03-24 Ro Khanna House Sell $1,001 - $15,000 Filing
2023-02-10 Ro Khanna House Buy $1,001 - $15,000 Filing
2023-01-11 Ro Khanna House Buy $1,001 - $15,000 Filing
2022-12-06 Ro Khanna House Buy $1,001 - $15,000 Filing
2022-11-03 Ro Khanna House Sell $1,001 - $15,000 Filing
2022-11-02 Ro Khanna House Sell $1,001 - $15,000 Filing
2022-10-12 Kathy Manning House Buy $1,001 - $15,000 Filing
2022-08-23 Ro Khanna House Sell $1,001 - $15,000 Filing
2022-06-27 Ro Khanna House Buy $1,001 - $15,000 Filing
2022-06-16 Ro Khanna House Buy $15,001 - $50,000 Filing
2022-05-10 Ro Khanna House Sell $1,001 - $15,000 Filing
2022-04-21 Ro Khanna House Buy $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 78,049,214 $17.7B +4,045,458 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 46,118,974 $10.5B +766,540 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 43,449,568 $9.9B +1,586,519 2026-06-30 Filing
STATE STREET CORP 42,138,810 $9.6B +578,033 2026-06-30 Filing
Capital International Investors 39,500,055 $9.0B +3,682,689 2026-06-30 Filing
Capital World Investors 20,028,842 $4.5B +7,306,513 2026-06-30 Filing
BANK OF AMERICA CORP /DE 19,496,361 $4.4B -2,254,140 2026-06-30 Filing
FMR LLC 19,451,466 $4.4B -2,724,517 2026-06-30 Filing
NORGES BANK 18,146,984 $4.1B +18,146,984 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 17,685,516 $4.0B -82,373 2026-06-30 Filing
WELLINGTON MANAGEMENT GROUP LLP 15,179,324 $3.4B -1,770,752 2026-06-30 Filing
DZ BANK AG Deutsche Zentral Genossenscha 10,624,243 $2.4B +1,855,321 2026-06-30 Filing
PRINCIPAL FINANCIAL GROUP INC 9,814,621 $2.2B +207,966 2026-06-30 Filing
MORGAN STANLEY 9,762,078 $2.2B +715,471 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 9,394,281 $2.1B +564,842 2026-06-30 Filing
Sixth Street Partners Management Company 9,394,281 $2.1B +9,394,281 2026-06-30 Filing
NORTHERN TRUST CORP 9,292,543 $2.1B +292,726 2026-06-30 Filing
JPMORGAN CHASE & CO 8,588,951 $2.0B -77,729 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 8,479,319 $1.9B +134,297 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 8,135,502 $1.8B +1,401,371 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms