Citable filing context
WELL's research view summarizes recent SEC filing context, starting with other from Jul 28, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 28, 2026 | other | Welltower entered into an equity distribution agreement for the potential sale of up to $7.5 billion in common stock. |
| Jul 27, 2026 | earnings | Welltower reported second quarter 2026 net income of $0.61 per diluted share and increased its quarterly dividend by 15%. |
| Jul 13, 2026 | debt_offering | Welltower OP LLC issued C$750 million in 2031 notes and C$400 million in 2033 notes. |
| Jul 28, 2026 | Guidance: revenue | 14200.00 to 14500.00 |
| Jul 27, 2026 | Guidance: net_income_per_diluted_share | 3.11 to 3.19 |
| Jul 27, 2026 | Guidance: normalized_ffo_per_diluted_share | 6.36 to 6.44 |
| Jul 28, 2026 | mda_quarterly | Welltower (WELL) operates as a REIT focused on the "silver economy," with a portfolio of over 2,500 seniors housing and wellness communities across the U.S., U.K., and Canada. The company’s primary revenue drivers are resident fees and services, which accounted for 84% of total revenue for the six months ended June 30, 2026, followed by rental income. The company is currently executing a significant portfolio transformation. Key recent activity includes the April 2026 acquisition of a 34-property Canadian portfolio operated by Amica Senior Lifestyles and the 2025 acquisitions of Barchester Healthcare and HC-One Group in the U.K. Simultaneously, Welltower is divesting its Outpatient Medical segment, having entered an agreement to sell 319 properties for approximately $7.2 billion, with tranches closing through 2026. Financially, Welltower maintains a strong liquidity position, supported by a $7.5 billion total credit facility and an active "at-the-market" (ATM) equity program, which generated $4.48 billion in gross proceeds during the first half of 2026. Management focuses on mitigating credit risk through master leases, cross-default provisions, and rigorous monitoring of operator performance. The company’s strategy remains centered on portfolio growth and consistent dividend payments, funded by internally generated cash and disciplined access to capital markets. |
| Apr 29, 2026 | mda_quarterly | Welltower reported robust financial performance for the first quarter of 2026, with net income attributable to common stockholders increasing 182% to $728.7 million, and FFO per diluted share rising 15% to $1.35. Consolidated Net Operating Income (NOI) grew 35% to $1.30 billion, driven by significant acquisitions and strong Same Store NOI (SSNOI) growth of 17% to $723.7 million. Growth was primarily fueled by the Seniors Housing Operating segment, where revenues surged 49% and NOI increased 60%, largely due to the Barchester and HC-One acquisitions in the UK, alongside a 21.6% SSNOI increase and improved average occupancy of 87.3%. The Triple-net segment also saw substantial NOI growth of 56%. Conversely, the Outpatient Medical segment experienced a 64% decline in NOI due to strategic dispositions, including 60 properties sold as part of a larger $7.2 billion portfolio divestiture, which generated $446.5 million in gains. Welltower maintained a strong liquidity position with $4.7 billion in cash and $6.25 billion available under its amended unsecured revolving credit facility. Capital raising included $1.56 billion from its ATM Program. Subsequent to quarter-end, Welltower acquired a C$4.0 billion Canadian seniors housing portfolio from Amica Senior Lifestyles, further diversifying its geographic footprint, with UK revenue contribution increasing to 32.3%. Credit metrics improved, with interest coverage at 8.27x and fixed charge coverage at 7.59x. |
Source: SEC EDGAR filing text and events; period Jul 28, 2026; filed Jul 28, 2026.
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