tickdelta
Sign in

Tickdelta is free for now. Sign up and get Pro free

← Screener

WELLWelltower

Real estate · REIT · NYSE

Welltower Inc. (NYSE:WELL), a real estate investment trust (“REIT”) and S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom and Canada. 10-K, Item 1

Headquarters
Toledo, OH
CEO
Shankh Mitra
Next results
around Feb 9, 2027
Compare with peers → Embed

Key numbers

Latest fiscal year, with ten years behind each

What changed

10-K filed Feb 12, 2026 against Feb 12, 2025
AreaWhat changedSource
Risk factors15 new paragraphs, nothing like them in the previous 10-K10-K Item 1A
Critical audit matters changedNew this year: Valuation and accounting for stock-based compensation (“As discussed in Note 15 to the consolidated financial statements, during the year ended December 31, 2025, the Company awarded long-term incentive plan (“LTIP”) units of Welltower OP to the Company’s named executive officers and certain key employees (together, the “Awards”) that are vested immediat”). Same as last year: Impairment of real property and investments in unconsolidated entities10-K · XBRL
Accounting checks9 other checks clear, 1 worth a look10-K · XBRL
Insiders4 open-market buys in the last 90 daysForm 4
Filings3 in the last 30 daysEDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

10-K filed Feb 12, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-12. Quoted as filed.

  1. The largest component of the transactions we announced in 2025 is the acquisition of a real estate portfolio of seniors housing communities in the U.K. for £5.2 billion. Other properties we acquire may be located in new markets, either within or outside the U.S., where we may face risks associated with a lack of market knowledge or…
    10-K, Item 1A
All 15 new paragraphs →

Accounting checks

latest 10-K

9 of 10 clear 1 worth a look. Checks, not verdicts.

  • !
    Critical audit matters changedNew this year: Valuation and accounting for stock-based compensation (“As discussed in Note 15 to the consolidated financial statements, during the year ended December 31, 2025, the Company awarded long-term incentive plan (“LTIP”) units of Welltower OP to the Company’s named executive officers and certain key employees (together, the “Awards”) that are vested immediat”). Same as last year: Impairment of real property and investments in unconsolidated entities
  • ✓
    Receivables +12.8% vs revenue +35.6% (-22.8 pts)
  • ✓
    Cash from operations $2.9B vs net income $961.8M (FY ending 2025-12-31)
  • ✓
    Same auditor in both 10-Ks: Ernst & Young LLP
  • ✓
    No statement of substantial doubt about going concern
  • ✓
    No 8-K item 4.02 in the last 2 years
  • ✓
    No NT 10-K or NT 10-Q in the last 2 years
  • ✓
    No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • ✓
    No 8-K item 2.06 in the last 2 years
  • ✓
    No 8-K item 1.03 in the last 2 years
How each check works, with sources →

In the last 30 days

All filings →

About Welltower

10-K, Feb 12, 2026

Welltower Inc. (NYSE:WELL), a real estate investment trust (“REIT”) and S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom and Canada. Our portfolio predominantly consists of 2,500+ seniors and wellness housing communities that are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. More information is available on the Internet at www.welltower.com. The information on our website is not incorporated by reference in this Annual Report on Form 10-K, and our web address is included as an inactive textual reference only.

Headquarters
Toledo, OH
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
December 31
Last results
Oct 26, 2026
Incorporated in
DE

Permanent link, kept if the ticker changes: /c/sec:0000766704 (SEC's CIK).

Work on WELL in a spreadsheet: Excel workbook (a sheet per section, ten years by column, charts, links to the filings) · CSV. For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/WELL/export.csv") into a cell.