WELL is the ticker symbol for WELLTOWER INC., a publicly traded Real Estate sector company listed on NYSE. 13F Pro tracks WELL with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is WELL a good stock to buy?

13F Pro's AI ranking engine scores WELL at 72.0/100, ranked #6 of 148 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for WELL is available at https://13fpro.ai/company/WELL. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source WELL data?

All WELLTOWER INC. fundamentals and ownership data come directly from SEC EDGAR. WELLTOWER INC. files with the SEC under CIK 766704. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

WELLTOWER INC. WELL

NYSELarge CapReal Estate

REIT boardRanked among REITs, not on the main board. A REIT's earnings are dominated by depreciation on assets that typically appreciate, so net margin and return on assets understate it against an operating company.

13F Pro quality score

Rank #6 of 148TOP 5%

Why it scores 72 Real Estate peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$3.54B

Quarter to Jun 30

Net income

$462.98M

Quarter to Jun 30

Free cash flow

$684.33M

Quarter to Jun 30

Operating margin

9.0%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$160.29B total

BlackRock, Inc.

$17.71B+5.5%

VANGUARD CAPITAL MANAGEMENT LLC

$10.47B+1.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

$9.86B+3.8%

STATE STREET CORP

$9.56B+1.4%

Capital International Investors

$8.97B+10.3%

COHEN & STEERS, INC.

$8.36B+2.7%

Capital World Investors

$4.55B+57.4%

BANK OF AMERICA CORP /DE/

$4.43B-10.4%

FMR LLC

$4.41B-12.3%

PRICE T ROWE ASSOCIATES INC /MD/

$4.20B+7.4%

NORGES BANK

$4.12B--

GEODE CAPITAL MANAGEMENT, LLC

$4.00B-0.5%

WELLINGTON MANAGEMENT GROUP LLP

$3.45B-10.4%

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt

$2.41B+21.2%

PRINCIPAL FINANCIAL GROUP INC

$2.23B+2.2%

MORGAN STANLEY

$2.22B+7.9%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$2.13B+6.4%

NORTHERN TRUST CORP

$2.11B+3.3%

JPMORGAN CHASE & CO

$1.96B-0.9%

DIMENSIONAL FUND ADVISORS LP

$1.92B+1.6%

GOLDMAN SACHS GROUP INC

$1.85B+20.8%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$1.80B-2.7%

Legal & General Group Plc

$1.60B-2.7%

Capital Research Global Investors

$1.56B+5.4%

Invesco Ltd.

$1.49B-1.0%

See all 1,604 institutional holders →

What's Driving WELL's Business? Latest 10-Q Breakdown

33/33 datapoints verified

AI-extracted from the 10-Q filed 2026-07-28 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Total revenue rose to $3.54B from $2.55B as Seniors Housing Operating revenue jumped 52% to $3.0B on the Amica, Barchester and HC-One acquisitions.

Biggest Revenue Drivers

Seniors Housing Operating$2,995M+52% YoY

Acquisitions including Amica, Barchester and HC-One, plus continued occupancy and rate growth

Triple-net$415M+52% YoY

Acquisitions completed during the trailing twelve months and annual rent increases

Biggest Revenue Drivers

Total revenue: $3.54B

Seniors Housing Operating$2,995M+52% YoY

Acquisitions including Amica, Barchester and HC-One, plus continued occupancy and rate growth

Within Seniors Housing Operating

United Kingdom$1,127M31.8% of total revenue vs 16.4% prior ye

Triple-net$415M+52% YoY

Acquisitions completed during the trailing twelve months and annual rent increases

Non-segment/Corporate$88.6M+2% YoY

Interest income up 25% on increased advances on loans receivable

Outpatient Medical$45.8M-78% YoY

Properties sold during fourth quarter 2025 and throughout 2026 under the $7.2 billion portfolio disposition

Largest Expense Items

Property operating expenses$2.15B

Seniors Housing Operating property expenses rose 48% primarily due to acquisitions; compensation was $1.34B

Depreciation and amortization$738M

Fluctuates as a result of acquisitions, dispositions and segment transitions

Interest expense$182M

Senior unsecured notes interest of $129M, up 24%, on net issuances, extinguishments and foreign exchange movement

General and administrative expenses$67.5M+5% YoY

1.96% of consolidated revenues year-to-date versus 2.57% a year ago

Margins: Consolidated NOI rose 35% to $1.39B and same store NOI rose 17%, led by Seniors Housing Operating SSNOI +21% on average occupancy of 87.6% versus 85.6%.

Watch Items from the Filing

Relationship concentration: Barchester 11% of NOI, Cogir 8%, Care UK 6%, Avir Health 6%, Oakmont 4%; top five were 26% of NOI in 2025.
Outpatient Medical is being sold: 311 of 319 properties disposed through June 30, 2026 under a $7.2B agreement; segment NOI now 3% of total.
Geographic shift: U.K. is 31.8% of revenue versus 16.4% a year ago; U.K. assets are $18.1B of $69.9B total.
Company announced it has closed or expects to close more than $5 billion of seniors housing acquisitions in the second half of 2026.
Genesis notes receivable of $124.7M remain in the deteriorated loan category following Chapter 11 proceedings; total credit allowance $28.8M.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/WELL

Earnings Per Share

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Loading ratio trend…

Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$10.8B	$936.8M	—
FY 2024	10-K	$8.0B	$951.7M	6.6%
FY 2023	10-K	$6.6B	$340.1M	5.3%
FY 2022	10-K	$5.9B	$141.2M	2.9%
FY 2021	10-K	$4.7B	$336.1M	3.6%
FY 2020	10-K	$4.6B	$1.0B	-0.7%

WELLTOWER INC. WELL

Top Institutional Holders

What's Driving WELL's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

WELL key financials by period

WELL insiders

Congress trading in WELL

About WELLTOWER INC. (WELL): stock profile, AI score and financials