WELL
WELLTOWER INC.Evidence as of 2026-09-03Overview · WELLTOWER INC.
Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, a real estate inv…
Management team
- Mr. Shankh S. Mitra · CEO & DirectorFind on LinkedIn
- Mr. Matthew Grant McQueen J.D. · Chief Legal Officer, General Counsel & Corporate SecretaryFind on LinkedIn
- Mr. John Olympitis · Executive VP & Head of Corporate DevelopmentFind on LinkedIn
- Mr. Nikhil Chaudhri · Co-President & Chief Investment OfficerFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.3 on a −2 to +2 scale — was +0.4 before the debate changed the read.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
Revenue grew across the reported fiscal quarters, rising from $ 2,423,087,000 in fiscal Q1 2025 (fiscal quarter ended 2025-04-25) to $ 2,685,692,000 in fiscal Q3 2025 (fiscal quarter ended 2025-10-24) and then to $ 3,351,926,000 in fiscal Q1 2026 (fiscal quarter ended 2026-04-24). Diluted EPS was variable over the same span, at $ 0.40 in fiscal Q1 2025, $ 0.45 in fiscal Q2 2025 (fiscal quarter ended 2025-07-25), $ 0.41 in fiscal Q3 2025 and $ 1.02 in fiscal Q1 2026.
Common shares outstanding increased steadily (from 641,308,062 as of 2025-02-07 to 705,914,450 as of 2026-04-24), long-term debt fell then rose (from $ 19,197,302,000 at 2024-12-31 to $ 17,933,568,000 as of 2026-03-31) and cash peaked then declined (high of $ 6,806,507,000 as of 2025-09-30, down to $ 4,703,775,000 as of 2026-03-31). Net cash provided by operating activities for comparable quarter observations rose from $ 598,958,000 in fiscal Q1 2025 to $ 670,011,000 in fiscal Q1 2026. Market indicators show constructive trend-state signals (golden_cross true; price +1.2% vs 50-day SMA and +14.1% vs 200-day SMA), strong momentum (3‑month +20.0%, 12‑1 +41.4%), elevated volatility (30‑day annualized +21.9%) and low correlation to the S&P (beta -0.02).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reported quarterly Revenues rose across the sample: $2,423,087,000 for fiscal Q1 2025 (2025-01-01 to 2025-03-31, 3mo), $2,548,244,000 for fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo), $2,685,692,000 for fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo) and $3,351,926,000 for fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo).
XBRL companyfacts · 0000766704-25-000020Diluted earnings per share showed variability with $0.40 in fiscal Q1 2025 (2025-01-01 to 2025-03-31, 3mo), $0.45 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo), $0.41 in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo) and $1.02 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo).
XBRL companyfacts · 0000766704-26-000021Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 4 reporting an insider change in beneficial ownership for WELLTOWER INC. was filed on 24 August 2026 and carries the 4 filed 24 August 2026.
4 filed 2026-08-24A Form 4 reporting an insider change in beneficial ownership for WELLTOWER INC. was filed on 27 August 2026 and carries the 4 filed 27 August 2026.
4 filed 2026-08-27Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Momentum signals show strong relative performance: 3-month momentum +20.0%, 6-month momentum +16.2% (73th percentile of 547), and 12-1 momentum +41.4% (77th percentile of 547).
Moneyta signal set · 2026-09-02weakened in debateTrend-state indicators are constructive: the golden_cross flag is true, price is +1.2% vs its 50-day SMA and +14.1% vs its 200-day SMA (cross_age_days 875).
Moneyta signal set · 2026-09-02Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
WELL appears in the iShares Core S&P 500 ETF (IVV) with a reported weight of 0.25% of the fund as of 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataThere are two Form 4 insider filings for WELL with accession numbers the 4 filed 24 August 2026 and the 4 filed 27 August 2026, filed on 2026-08-24 and 2026-08-27, respectively.
Form 4 × 2 (90d window not enforced here)Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Zacks published multi-company analyst-blog pieces on 1 September 2026 and 2 September 2026 that included Welltower alongside other companies, indicating coverage as part of broader research roundups rather than a standalone company feature.
News · zacks.com · 2026-09-01Zacks again highlighted Welltower in a 2 September 2026 analyst-blog item that grouped it with several other companies, reflecting syndicated or roundup coverage rather than exclusive reporting on Welltower.
News · zacks.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Andrew Gundlach (Director) bought 2,500 shares on 2026-08-26 for a reported value of "$605k" with no trading-plan flag shown on the filing.
Form 4 · Gundlach Andrew (Director) · $605k bought · 2026-08-26Andrew Gundlach (Director) bought 2,500 shares on 2026-08-25 for a reported value of "$599k" with no trading-plan flag shown on the filing.
Form 4 · Gundlach Andrew (Director) · $605k bought · 2026-08-26Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The trailing P/E ratio is 104.64 based on the filings and price used in this evidence.
Valuation inputs · SEC XBRL + stored EOD closeEnterprise value is reported as 181,653,921,626.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The provided evidence collectively supports a favorable read: sequential quarterly revenues rose each period across the sample and diluted EPS showed a marked increase into fiscal Q1 2026, while operating cash for comparable quarters also rose, which together indicate improving operating performance in the reported windows. Market signals corroborate constructive investor positioning — multi-horizon momentum ranks above peers, a golden-cross/trend-state is flagged, recent drawdown is limited, and sensitivity to the S&P is negligible — and multiple Form 4s and institutional filing summaries show insider and institutional accumulation activity during late August 2026. While valuation metrics and rising share count are valid concerns, the data points on cash generation, revenue growth, insider buys, and strong relative momentum are well-sourced and internally consistent across filings and market signal feeds, giving these supportive claims moderate-to-strong evidentiary weight. The bear points about high trailing P/E, elevated volatility, missing FCF/EBITDA metrics, and share dilution are contestable in that they rely on single-ratio snapshots or absence of certain calculations rather than contradicting the documented operating and cash-flow improvements in the filing evidence.
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.29
31 surviving claims rest on 17 distinct sources; the heaviest analyst carries 19% of them, and 97% of what the desk raised survived the debate.
The read rests on a moderate number of distinct sources but a relatively large set of surviving claims, and nearly all desk-raised points persisted through debate — together this implies the synthesis has internal coherence but limited breadth of independent corroboration. Because one analyst accounts for a noticeable share of claims and many assertions come from a concentrated set of filings and computed signals, treat the overall read as informative yet somewhat brittle to new or contradicting primary documents or large-market moves.
Peer context · computed, not argued
12-1 momentum ranks 1st of 2 in REIT—Healthcare Facilities (as of 2026-09-02).
90-day volatility ranks 2nd of 2 in REIT—Healthcare Facilities (as of 2026-09-02).
dividend yield ranks 2nd of 2 in REIT—Healthcare Facilities (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
15 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.3 to the score
2 documents
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.4 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.3 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
2 filings· 1 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot+0.7 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on WELL Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.