Welltower WELL Insider Ownership

NYSE WELL
$234.18 -3.90 (-1.64%)
As of: Oct 21, 2026 · 3:59 PM EDT

Insider Holdings by Owner

442.61K Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
0.043%
▲+0.0038% pp QoQ
Shares Held by Insiders
306.56K
filed for Sep 2026
▲+9.88% QoQ
Shares Outstanding
720.74Mn
720,744,951 shares
Direct Holdings
249.06K
Indirect: 57.50K
Net Shares Traded (QoQ)
+27.57K
net buying in Sep 2026
Insiders Holding Shares
18
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

In the last 12 months, insiders at Welltower made open-market purchases of $2.41 million (10K shares) and sold no shares on the open market.

Form 4 Holdings

Insiders Holding WELL

Insiders 18
Shares held 442.61K
Of outstanding 0.061%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Shankh Mitra Ceo 89,900 0 89,900 20.3% 29 Jun, 2026
2 Timothy Mchugh Co President And Cfo 60,180 0 60,180 13.6% 16 Dec, 2025
3 Andrew Gundlach Director 0 57,500 57,500 13.0% 27 Aug, 2026
4 Jeffrey H Donahue Director 49,123 0 49,123 11.1% 07 Mar, 2022
5 Matthew Grant Mcqueen Chief Legal Officer 34,446 0 34,446 7.8% 18 Feb, 2026
6 Sergio Rivera Director 26,611 0 26,611 6.0% 27 Feb, 2026
7 Joshua Fieweger Svp, Chief Accounting Officer 21,269 0 21,269 4.8% 20 Jan, 2026
8 Dennis G Lopez Director 18,598 0 18,598 4.2% 24 Aug, 2026
9 Johnese Spisso Director 16,057 0 16,057 3.6% 27 Feb, 2026
10 Kenneth J Bacon Director 14,306 0 14,306 3.2% 05 May, 2026
11 Karen B Desalvo Director 12,370 0 12,370 2.8% 27 Feb, 2026
12 Diana Reid Director 10,773 0 10,773 2.4% 04 Mar, 2024
13 Ayesha Menon Evp Wellness Housing Deve 8,763 0 8,763 2.0% 18 Jan, 2023
14 Ade J. Patton Director 8,241 0 8,241 1.9% 04 Mar, 2024
15 Kathryn M Sullivan Director 6,599 0 6,599 1.5% 10 Mar, 2023
16 Philip L Hawkins Director 4,462 0 4,462 1.0% 03 Jan, 2023
17 John F. Burkart Vice Chairman And Coo 2,962 0 2,962 0.7% 02 Dec, 2025
18 Nikhil Chaudhri Co President And Cio 449 0 449 0.1% 02 Dec, 2025

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

2,569 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
25 Aug, 2026 Andrew Gundlach Director Acquired P 2,500 $239.47 $598.68K 22,500 Indirect
25 Aug, 2026 Andrew Gundlach Director Acquired P 2,500 $239.47 $598.68K 25,000 Indirect
26 Aug, 2026 Andrew Gundlach Director Acquired P 2,500 $242.06 $605.15K 27,500 Indirect
26 Aug, 2026 Andrew Gundlach Director Acquired P 2,500 $242.06 $605.15K 30,000 Indirect
20 Aug, 2026 Dennis G Lopez Director Acquired A 73 $237.40 $17.33K 18,598 Direct
31 May, 2026 Shankh Mitra Ceo Acquired A 17 $173.32 $2.95K 76,494 Direct
26 Jun, 2026 Shankh Mitra Ceo Disposed G 3,852 $0.00 $0 72,642 Direct
27 May, 2026 Shankh Mitra Ceo Disposed G 162 $0.00 $0 76,477 Direct
21 May, 2026 Dennis G Lopez Director Acquired A 63 $216.01 $13.61K 18,525 Direct
01 May, 2026 Kenneth J Bacon Director Acquired C 2,627 $0.00 $0 14,306 Direct
01 May, 2026 Kenneth J Bacon Director Disposed C 2,627 — — 3,591 Direct
30 Apr, 2025 Shankh Mitra Ceo Disposed G 700 $0.00 $0 76,639 Direct
26 Feb, 2026 Kathryn M Sullivan Director Acquired A 1,056 — — 1,056 Direct
26 Feb, 2026 Kenneth J Bacon Director Acquired A 1,056 — — 1,056 Direct
26 Feb, 2026 Johnese Spisso Director Acquired A 1,056 $0.00 $0 16,057 Direct
26 Feb, 2026 Karen B Desalvo Director Acquired A 1,056 $0.00 $0 12,370 Direct
26 Feb, 2026 Dennis G Lopez Director Acquired A 1,787 $0.00 $0 18,462 Direct
26 Feb, 2026 Sergio Rivera Director Acquired A 1,056 $0.00 $0 26,611 Direct
26 Feb, 2026 Ade J. Patton Director Acquired A 1,056 — — 1,056 Direct
26 Feb, 2026 Andrew Gundlach Director Acquired A 1,787 — — 1,787 Direct