Stocklore

Welltower Inc. (WELL)

REITs · US stock

What changed in recent filings

  • Revenue +39% YoYQuarter ended Jun 30, 2026
  • Institutions — 1 new · 2 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Welltower Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 27, 2026
    Revenue +39.1% YoY · EPS $0.61
    Released after the close: Jul 27 close → Jul 28 close, the stock moved -1.9% · over the same window, market +0.2% · sector +0.4%
  • 26Q1Released Apr 28, 2026
    Revenue +38.3% YoY · EPS $1.02
    Released after the close: Apr 28 close → Apr 29 close, the stock moved -1.0% · over the same window, market +0.0% · sector -0.4%
  • 25Q4Released Feb 10, 2026
    Revenue +41.3% YoY · EPS $0.13
    Released after the close: Feb 10 close → Feb 11 close, the stock moved +3.5% · over the same window, market +0.0% · sector +0.9%
  • 25Q3Released Oct 27, 2025
    Revenue +30.6% YoY · EPS $0.41
    Released after the close: Oct 27 close → Oct 28 close, the stock moved -1.6% · over the same window, market +0.3% · sector -1.7%

The next earnings release is estimated around Oct 26, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Welltower Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 6
2019 Q1 · 32019 Q2 · 32019 Q3 · 32019 Q4 · 42020 Q1 · 22020 Q2 · 32020 Q3 · 42020 Q4 · 32021 Q1 · 22021 Q2 · 22021 Q3 · 22021 Q4 · 32022 Q1 · 32022 Q2 · 32022 Q3 · 42022 Q4 · 32023 Q1 · 22023 Q2 · 22023 Q3 · 32023 Q4 · 22024 Q1 · 42024 Q2 · 32024 Q3 · 42024 Q4 · 32025 Q1 · 42025 Q2 · 62025 Q3 · 52025 Q4 · 52026 Q1 · 42026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 3 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Welltower Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • National Pension Service (Korea)0.29% of portfolio · held as of 2019 Q1 or earlier
  • PRIMECAP Management0.05% of portfolio · since 2025 Q1
  • Capital World Investors0.54% of portfolio · since 2025 Q2
  • Caisse de depot (Quebec)under 0.01% of portfolio · since 2026 Q1
  • Moore Capital ManagementNew this quarter0.30% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Welltower Inc. is a real estate investment trust focused on health care infrastructure. Welltower provides real estate capital and property ownership for seniors housing operators, post-acute care providers, and health systems, supporting facilities that serve older adults and patients needing ongoing or rehabilitative care. Its portfolio centers on seniors housing operating communities, triple-net leased properties, and outpatient medical buildings, spanning residential, clinical, and wellness-oriented spaces. The company’s assets are concentrated in the United States, Canada, and the United Kingdom, where it serves markets with aging populations and established care networks. Welltower plays a significant role in the financial market by connecting real estate ownership with health care delivery, offering property-level infrastructure across seniors housing, medical offices, and related care settings.

What is the REITs sector?

Real estate investment trusts. Rate-sensitive, with high dividend yields.

Welltower Inc. is classified under the REITs sector. See peers below.

Welltower Inc. key financials

Based on SEC filings · as of Jun 30, 2026

0.38x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Welltower Inc. vs REITs sector benchmark

Median of 10 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
37.6%vs benchmark 9.6%↑ above
Net margin
12.5%vs benchmark 27.8%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

WELL revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $3.5B, +39.1% YoY.

The largest segment is Senior Housing - Operating, 86.7% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Senior Housing - Operating segment (about 100% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Welltower Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLREState Street(R) Real Estate Select Sector SPDR(R) ETF
11.01%
JEPIJPMorgan Equity Premium Income ETF
0.61%
VUGVANGUARD GROWTH INDEX FUND
0.46%
SPY
0.25%
VOOVANGUARD 500 INDEX FUND
0.25%
IVViShares Core S&P 500 ETF
0.25%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.22%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.22%
RSPInvesco S&P 500 Equal Weight ETF
0.21%

WELL on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the REITs average
See full WELL analysis →

Peers · REITs

WELL FAQ

What is Welltower Inc. (WELL)?

Welltower Inc. is a real estate investment trust focused on health care infrastructure. Welltower provides real estate capital and property ownership for seniors housing operators, post-acute care providers, and health systems, supporting facilities that serve older adults and patients needing ongoing or rehabilitative care. Its portfolio centers on seniors housing operating communities, triple-net leased properties, and outpatient medical buildings, spanning residential, clinical, and wellness-oriented spaces. The company’s assets are concentrated in the United States, Canada, and the United Kingdom, where it serves markets with aging populations and established care networks. Welltower plays a significant role in the financial market by connecting real estate ownership with health care delivery, offering property-level infrastructure across seniors housing, medical offices, and related care settings.

What sector is Welltower Inc. in?

Welltower Inc. is classified under REITs. Real estate investment trusts. Rate-sensitive, with high dividend yields.

What are Welltower Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 37.6%, Net margin 12.5%, Debt-to-equity 0.38x. Definitions and interpretation are available on Stocklore.

What are Welltower Inc.'s main revenue segments?

The largest segment is Senior Housing - Operating, about 86.7% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Welltower Inc. (WELL) stock?

On Stocklore you can see WELL's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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