Highest-materiality recent filing
Welltower enters $7.5B ATM equity distribution agreement; also registers 261,753 resale shares
Entered new equity distribution agreement for up to $7.5B of common stock sales through multiple agents and forward sellers.
Welltower Q2 normalized FFO $1.60, up 25% YoY; raises dividend 15% to $0.85
Net income $0.61/diluted share; normalized FFO $1.60/diluted share, up 25% YoY.
Welltower raises quarterly dividend 15% to $0.85/share; strong cash flow and pipeline cited
New quarterly dividend of $0.85 per share, a ~15% increase, beginning Q2 2026 (subject to Board approval).
Welltower say-on-pay fails with 81% opposition; all directors elected despite notable against votes
Advisory say-on-pay vote failed: 120.4M for, 515.6M against (81% against).
Welltower registers up to 138,740 resale shares from acquisition and 176,172 OP shares
Filed two prospectus supplements on April 29, 2026 for registration of common stock.
Welltower Q1 normalized FFO $1.47 (+23% YoY), closes C$4.1B Amica acquisition, raises guidance
Net income of $1.02 per diluted share; normalized FFO of $1.47 per diluted share, up 23% YoY.
Welltower enters $6.25B amended credit facility, upsizing revolver by $1.25B
New $6.25B unsecured revolving facility replaces $5B revolver, $1B term loan and CAD 250M term loan.
Welltower Q4 normalized FFO $1.45 (+28.3% YoY); guides 2026 FFO $6.09-$6.25
Q4 normalized FFO $1.45/diluted share (+28.3% YoY); net income $0.14/diluted share.
Welltower enters new $7.5B ATM equity distribution agreement; registers resale and OP shares
New ATM agreement allows sale of up to $7.5B in common stock through 27 sales agents and forward sellers; prior March 2025 agreement terminated.
Welltower Q3 normalized FFO $1.34 (+20.7%); $23B deals including £5.2B Barchester
Q3 normalized FFO $1.34 per diluted share (+20.7% YoY); net income $0.41; SSNOI +14.5% with SHO +20.3%.
Welltower registers 949,412 shares for resale by selling stockholder linked to property acquisition
Up to 949,412 shares of common stock registered for resale by a selling stockholder.
Welltower Q2 normalized FFO $1.28/share, up 21.9% YoY; raises full-year guidance
Reported net income $0.45 diluted EPS; normalized FFO $1.28/share (+21.9% YoY).
Elected nine director nominees with support ranging from 96% to 99.9% of votes cast; Mitra received 576.2M for votes.
Welltower Q1 normalized FFO $1.20/share, +18.8% YoY; raises FY 2025 guidance
Net income $0.40/diluted share; normalized FFO $1.20/diluted share, up 18.8% YoY.
Welltower establishes new $7.5B ATM equity program, terminates prior facility
New ATM program allows sale of up to $7.5B in common stock through multiple agents and forward sellers.
Welltower Q4 normalized FFO $1.13 (+17.7%); raises dividend 10%; 2025 FFO guide $4.79-$4.95
Q4 normalized FFO $1.13/sh vs $0.96 prior year (+17.7%); net income $0.19/sh.
Welltower promotes Chaudhri and McHugh to Co-Presidents; Burkart named Vice Chairman
Nikhil Chaudhri promoted to Co-President & CIO; Tim McHugh promoted to Co-President & CFO, effective Jan 2, 2025.
Welltower director Diana Reid resigns after becoming Freddie Mac CEO; board reduced to 9
Diana W. Reid resigned from Welltower Board effective December 3, 2024.
Welltower enters $5B ATM equity distribution agreement, terminates prior program
New equity distribution agreement allows sales of up to $5B in common stock through sales agents or forward sellers.
Welltower Q3 net income $0.73/sh, normalized FFO $1.11/sh (+20.7% YoY), raises 2024 guidance
Net income $0.73 diluted EPS; normalized FFO $1.11 diluted EPS (up 20.7% YoY).
Welltower registers up to 23.5M shares issuable upon exchange of notes
Filed prospectus supplement for 23,471,419 shares of common stock.
Welltower Q2 normalized FFO $1.05, up 16.7% YoY; dividend raised 10% to $0.67
Net income $0.42 diluted EPS; normalized FFO $1.05, up 16.7% YoY (19.3% excl. subsidies).
Welltower issues business update presentation; no detailed data disclosed
Presentation dated June 3, 2024, made available but detailed content not provided in filing excerpt.
Welltower shareholders approve doubling authorized shares to 1.4B and officer liability limit
Authorized common stock increased from 700M to 1.4B shares; effective May 23, 2024.
Welltower enters $3.5B equity distribution agreement for common stock ATM program
New equity distribution agreement with multiple sales agents and forward purchasers for up to $3.5B of common stock.
Welltower Q1 normalized FFO $1.01, up 18.8% YoY; raises 2024 guidance
Net income $0.22/diluted share; normalized FFO $1.01/diluted share, up 18.8% YoY.
Director Philip Hawkins to retire from Welltower board, not standing for re-election
Philip Hawkins informed the Board he is retiring and will not stand for election at the 2024 Annual Meeting.
Welltower establishes $3.5B at-the-market equity program, replacing prior facility
Up to $3.5B of common stock may be sold through 27 sales agents under new Equity Distribution Agreement.
Welltower Q4 normalized FFO $0.96 (+15.7% YoY); 2024 guidance $3.94-$4.10
Q4 net income $0.15/diluted share; normalized FFO $0.96, up 15.7% YoY.
Welltower issues business update presentation on January 22, 2024
Business update presentation released on Jan 22, 2024; details not provided in filing.
Welltower EVP Ayesha Menon resigns; transition agreement includes salary, vesting, covenants
Resigned as EVP Wellness Housing & Development effective Dec 28, 2023; employee until Feb 29, 2024.
Welltower amends bylaws to update stockholder proposal mechanics and universal proxy rules
Amendments require additional background info on proposing stockholders and nominees.
Welltower closes public offering of 17.5M shares of common stock
Issued 17,500,000 shares of common stock under automatic shelf registration.
Welltower Q3 normalized FFO $0.92; total same-store NOI +14.1%; lifts FY23 guidance
Q3 net income $0.24/diluted share; normalized FFO $0.92/diluted share.
Welltower issues business update; no specific financial details in filing text
Business update presentation issued September 11, 2023, but filing excerpt contains no quantitative data.
Welltower registers up to 13.6M shares for resale upon exchange of 2.75% notes due 2028
Filed prospectus supplement to register 13,559,535 common shares issuable on exchange of Welltower OP LLC 2.750% Exchangeable Senior Notes due 2028.
Welltower enters new $4B ATM equity distribution program, terminates prior facility
New equity distribution agreement allows up to $4B in common stock sales through multiple agents and forward sellers.
Welltower Q2 normalized FFO $0.90/diluted; raises full-year guidance
Net income $0.20/diluted share; normalized FFO $0.90/diluted share.
Welltower issues business update presentation; no material new details disclosed in filing excerpt
Filed a business update presentation (Exhibit 99.1) dated June 6, 2023, updating previous presentation from Oct 4, 2022.
Welltower shareholders elect 10 directors; say-on-pay passes narrowly with 51.8% for
All 10 director nominees elected; Kenneth J. Bacon received 30.2M against (highest opposition).
Welltower establishes $2.53B ATM equity program with forward sale option
Up to $2,532,139,425 of common stock may be sold through 29 sales agents and forward sellers.
Welltower Q1 normalized FFO $0.85; SHO SSNOI +23.4%; guides FY normalized FFO $3.39-$3.54
Net income $0.05 diluted EPS; normalized FFO $0.85 diluted.
Welltower Q4 normalized FFO $0.83 vs net loss $0.01; guides 2023 FFO $3.35-$3.53
Net loss attributable to common stockholders of $0.01 per diluted share; normalized FFO of $0.83 per diluted share in Q4 2022.
Welltower reports Q3 normalized FFO $0.84, up 5%; authorizes $3B buyback
Net loss of $0.01 per diluted share; normalized FFO of $0.84 per share, up 5.0% YoY.
Welltower issues business update on Oct 4, 2022; no specific figures in filing
Welltower released a business update presentation on October 4, 2022, updating the prior version from July 13, 2022.
Welltower Q2 normalized FFO $0.86 (+8.9% YoY); same-store NOI +8.7%
Net income $0.20/diluted share; normalized FFO $0.86, +8.9% YoY.
Welltower registers 300,026 shares for possible issuance upon unit redemptions
Registered up to 300,026 shares of common stock for issuance to holders of Class A OP units upon redemption.
Welltower files $3B ATM equity program and registers 1.1M shares for DownREIT units
Entered Equity Distribution Agreement for up to $3B of common stock via ATM offering through multiple agents.
Welltower completes UPREIT reorganization, New Welltower becomes successor issuer
Merger effective April 1, 2022; Old Welltower becomes wholly owned subsidiary, renamed Welltower OP Inc.
Welltower issues $550M of 3.850% Notes due 2032 for general corporate purposes
$550M aggregate principal of 3.850% Notes due June 15, 2032 issued.
Mr. McHugh, age 40, was appointed Co-President & Chief Financial Officer after previously serving as Executive Vice President – Chief Financial Officer.
Mr. Chaudhri, age 37, was appointed Co-President & Chief Investment Officer after previously serving as Executive Vice President – Chief Investment Officer ("CIO").
On July 29, 2024 , the Board of Directors (the “Board”) of Welltower Inc. elected Andrew Gundlach to the Board to fill the vacancy created by the departure of Philip Hawkins, as disclosed on March 25, 2024.
On March 21, 2024, Philip Hawkins informed the Board of Directors (the “Board”) of Welltower Inc. (the “Company”) that he has decided to retire from the Board and will not stand for election at the 2024 Annual Meeting of Shareholders of the Company.
Effective December 28, 2023, Ayesha Menon, Executive Vice President, Wellness Housing and Development of Welltower Inc. (the “Company”), resigned her position as an officer of the Company.
Max materiality 1.00 · Median 0.62 · Most common event other_material