Welltower Inc

More Details of Welltower Inc Company

Welltower Inc. is a real estate investment trust, which is focused on health care infrastructure. The Company invests with seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale care delivery models and improve people's wellness and overall health care experience. The Company owns interests in properties concentrated in high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties. Its seniors housing operating properties include seniors apartments, assisted living, independent living/continuing care retirement communities, independent supportive living communities (Canada), care homes with and without nursing (United Kingdom) and combinations thereof. The Company's triple-net properties include the property types that are under seniors housing operating properties, as well as long-term/post-acute care facilities.

Company Info

Company codeWELL

Company nameWelltower Inc

IPO dateMay 13, 1998

Founded at2022

CEOMr. Shankh S. Mitra

Number of employees685

Security typeOrdinary Share

Fiscal year-endMay 13

Address- -

City- -

Stock exchangeNYSE Consolidated

Country- -

Postal code- -

Phone- -

Website- -

Company codeWELL

IPO dateMay 13, 1998

Founded at2022

Company Executives

Name

Name/Position

Position

Shareholding

Change

Mr. Matthew Grant (Matt) Mcqueen

Chief Legal Officer, General Counsel

27.27K

+0.26%

Mr. Sergio David (Serge) Rivera

Independent Director

25.55K

+5.95%

Dr. Karen B. DeSalvo, M.D.

Independent Director

15.31K

+10.33%

Ms. Johnese M. Spisso

Independent Director

15.00K

+10.57%

Mr. Kenneth J. Bacon

Independent Chairman of the Board

11.68K

-19.89%

Ms. Kathryn M. Sullivan, CPA

Independent Director

6.60K

-0.02%

Mr. John F. Burkart

Vice Chairman, Chief Operating Officer

1.46K

+8.85%

Mr. Nikhil Chaudhri

Co-President, Chief Investment Officer

65.00

--

Mr. Dennis G. Lopez

Independent Director

--

Mr. Shankh S. Mitra

Chief Executive Officer, Director

--

Name

Name/Position

Position

Shareholding

Change

Mr. Matthew Grant (Matt) Mcqueen

Chief Legal Officer, General Counsel

27.27K

+0.26%

Mr. Sergio David (Serge) Rivera

Independent Director

25.55K

+5.95%

Dr. Karen B. DeSalvo, M.D.

Independent Director

15.31K

+10.33%

Ms. Johnese M. Spisso

Independent Director

15.00K

+10.57%

Mr. Kenneth J. Bacon

Independent Chairman of the Board

11.68K

-19.89%

Ms. Kathryn M. Sullivan, CPA

Independent Director

6.60K

-0.02%

Revenue Breakdown

Currency: USDUpdate time: Wed, Apr 2

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

FY2023Q4

FY2023Q3

FY2023Q2

FY2023Q1

FY2022

FY2022Q4

FY2022Q3

FY2022Q2

FY2022Q1

FY2021

FY2020

FY2019

By BusinessUSD

Name

Revenue

Proportion

Resident Feesand Services

6.03B

75.42%

Rental Income

1.57B

19.65%

Interest Revenue

256.19M

3.21%

Other Revenue

137.50M

1.72%

By RegionUSD

Name

Revenue

Proportion

United States

6.56B

82.14%

United Kingdom

872.48M

10.92%

Canada

554.56M

6.94%

By Business

By Region

By BusinessUSD

Name

Revenue

Proportion

Resident Feesand Services

6.03B

75.42%

Rental Income

1.57B

19.65%

Interest Revenue

256.19M

3.21%

Other Revenue

137.50M

1.72%

Shareholder

Update time: Fri, Feb 21

Shareholder Statistics

Type

Shareholder Statistics

Shareholder

Proportion

The Vanguard Group, Inc.

15.06%

BlackRock Institutional Trust Company, N.A.

6.59%

Cohen & Steers Capital Management, Inc.

5.85%

Capital International Investors

5.72%

State Street Global Advisors (US)

5.62%

Other

61.16%

Shareholder Statistics

Shareholder

Proportion

The Vanguard Group, Inc.

15.06%

BlackRock Institutional Trust Company, N.A.

6.59%

Cohen & Steers Capital Management, Inc.

5.85%

Capital International Investors

5.72%

State Street Global Advisors (US)

5.62%

Other

61.16%

Type

Shareholder

Proportion

Investment Advisor/Hedge Fund

43.72%

Investment Advisor

40.35%

Sovereign Wealth Fund

4.92%

Pension Fund

3.15%

Research Firm

2.18%

Hedge Fund

1.74%

Bank and Trust

1.52%

Insurance Company

0.08%

Individual Investor

0.04%

Other

2.32%

Institutional Shareholding

Update time: Sun, Jan 19

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q1

1940

660.08M

101.96%

+41.46M

2024Q4

1957

659.60M

102.98%

+39.57M

2024Q3

1885

617.95M

99.97%

+11.75M

2024Q2

1809

598.18M

100.05%

+11.68M

2024Q1

1779

578.58M

100.34%

+18.87M

2023Q4

1761

550.82M

99.54%

+14.67M

2023Q3

1699

523.43M

98.37%

+3.74M

2023Q2

1704

503.79M

99.19%

-6.87M

2023Q1

1701

491.62M

99.09%

-6.30M

2022Q4

1707

482.37M

98.02%

-15.49M

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

The Vanguard Group, Inc.

97.62M

15.06%

+2.68M

+2.82%

Dec 31, 2024

BlackRock Institutional Trust Company, N.A.

42.75M

6.59%

+3.19M

+8.08%

Dec 31, 2024

Cohen & Steers Capital Management, Inc.

37.91M

5.85%

-115.09K

-0.30%

Dec 31, 2024

Capital International Investors

37.10M

5.72%

+318.50K

+0.87%

Dec 31, 2024

State Street Global Advisors (US)

36.44M

5.62%

+806.61K

+2.26%

Dec 31, 2024

Norges Bank Investment Management (NBIM)

31.29M

4.83%

-201.93K

-0.64%

Dec 31, 2024

Wellington Management Company, LLP

18.68M

2.88%

-10.72K

-0.06%

Dec 31, 2024

Geode Capital Management, L.L.C.

13.56M

2.09%

+644.49K

+4.99%

Dec 31, 2024

Managed Account Advisors LLC

13.42M

2.07%

+1.14M

+9.24%

Dec 31, 2024

Principal Global Investors (Equity)

11.91M

1.84%

-266.15K

-2.19%

Dec 31, 2024

Related ETFs

Update time: 3 hours ago

Name

Proportion

iShares Residential and Multisector Real Estate

17.9%

Proshares Ultra Real Estate

8.88%

iShares Cohen & Steers REIT ETF

8.32%

Real Estate Select Sector SPDR Fund

8.21%

iShares Core US REIT ETF

7.92%

ETFB Green SRI REITs ETF

7.82%

Invesco Active U.S. Real Estate ETF

7.42%

First Trust S&P Reit Index

7.36%

Fidelity Real Estate Investment ETF

6.92%

JPMorgan BetaBuilders MSCI US REIT ETF

6.65%

iShares Residential and Multisector Real Estate

Proportion17.9%

Proshares Ultra Real Estate

Proportion8.88%

iShares Cohen & Steers REIT ETF

Proportion8.32%

Real Estate Select Sector SPDR Fund

Proportion8.21%

iShares Core US REIT ETF

Proportion7.92%

ETFB Green SRI REITs ETF

Proportion7.82%

Invesco Active U.S. Real Estate ETF

Proportion7.42%

First Trust S&P Reit Index

Proportion7.36%

Fidelity Real Estate Investment ETF

Proportion6.92%

JPMorgan BetaBuilders MSCI US REIT ETF

Proportion6.65%

Dividend

A total of 6.09B USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

Feb 11, 2025

WELL.NB Interim Cash Dividend of gross USD 0.67 paid on Mar 06, 2025 going ex on Feb 25, 2025

Feb 25, 2025

Mar 06, 2025

Feb 25, 2025

Oct 28, 2024

WELL.NB Final Cash Dividend of gross USD 0.67 paid on Nov 21, 2024 going ex on Nov 13, 2024

Nov 13, 2024

Nov 21, 2024

Nov 13, 2024

Jul 29, 2024

WELL.NB Interim Cash Dividend of gross USD 0.67 paid on Aug 21, 2024 going ex on Aug 12, 2024

Aug 12, 2024

Aug 21, 2024

Aug 12, 2024

Apr 29, 2024

WELL.NB Interim Cash Dividend of gross USD 0.61 paid on May 22, 2024 going ex on May 10, 2024

May 13, 2024

May 22, 2024

May 10, 2024

Feb 13, 2024

WELL.NB Interim Cash Dividend of gross USD 0.61 paid on Mar 07, 2024 going ex on Feb 22, 2024

Feb 23, 2024

Mar 07, 2024

Feb 22, 2024

Oct 30, 2023

WELL.NB Final Cash Dividend of gross USD 0.61 paid on Nov 22, 2023 going ex on Nov 13, 2023

Nov 14, 2023

Nov 22, 2023

Nov 13, 2023

Jul 31, 2023

WELL.NB Interim Cash Dividend of gross USD 0.61 paid on Aug 23, 2023 going ex on Aug 14, 2023

Aug 15, 2023

Aug 23, 2023

Aug 14, 2023

May 03, 2023

WELL.NB Interim Cash Dividend of gross USD 0.61 paid on May 23, 2023 going ex on May 15, 2023

May 16, 2023

May 23, 2023

May 15, 2023

Feb 16, 2023

WELL.NB Interim Cash Dividend of gross USD 0.61 paid on Mar 08, 2023 going ex on Feb 27, 2023

Feb 28, 2023

Mar 08, 2023

Feb 27, 2023

Nov 08, 2022

WELL.NB Final Cash Dividend of gross USD 0.61 paid on Nov 30, 2022 going ex on Nov 17, 2022

Nov 18, 2022

Nov 30, 2022

Nov 17, 2022

Stock Split

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

143.290USD

Welltower Inc

143.290

Overview

Company