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, a 32-signal 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?

WELL is tracked on 13F Pro with SEC EDGAR data, but is not currently included in our 32-signal AI quality ranking. The full company profile with financials and AI insights is at https://13fpro.ai/company/WELL.

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)— Stock Profile, AI Score & Financials

Real Estate · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-03-31.

WELLTOWER INC. (WELL) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro tracks WELL using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q1 2026), WELLTOWER INC. reports quarterly revenue of $3.4B, net income of $752.3M. Top institutional holders of WELL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. WELL trades on the NYSE exchange and files with the SEC under CIK 766704. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WELL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WELLTOWER INC. directly from SEC EDGAR.

AI Rank

Revenue

$3.4B

Net Income

$752.3M

WELL key financials by period

WELLTOWER INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating 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	—	-0.7%

Institutions holding WELL

Institutional investors reporting a position in WELLTOWER INC. on SEC Form 13F.
Institution	Shares	Value	Reported
BlackRock	78,049,214	$17.7B	2026-06-30
VANGUARD CAPITAL MANAGEMENT	46,118,974	$10.5B	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT	43,449,568	$9.9B	2026-06-30
STATE STREET	42,138,810	$9.6B	2026-06-30
Capital International Investors	39,500,055	$9.0B	2026-06-30
COHEN & STEERS	36,821,274	$8.4B	2026-06-30
Capital World Investors	20,028,842	$4.5B	2026-06-30
BANK OF AMERICA	19,496,361	$4.4B	2026-06-30
FMR	19,451,466	$4.4B	2026-06-30
PRICE T ROWE ASSOCIATES	18,490,213	$4.2B	2026-06-30

SEC EDGAR: CIK 766704 →

WELLTOWER INC.

WELL

NYSELarge CapReal Estate

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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 →