Welltower Inc. (WELL)
Toledo, OH, US
Welltower Inc. (NYSE:WELL), an S&P 500 company based in Toledo, Ohio, is a leader in reshaping healthcare infrastructure. This Real Estate Investment Trust (REIT) strategically collaborates with premier operators in seniors housing, post-acute care, and health systems. Their core mission is to finance the vital property assets required to expand innovative care delivery models, thereby enhancing overall public wellness and healthcare experiences. Welltower's portfolio encompasses a variety of properties, including seniors housing, post-acute communities, and outpatient medical facilities, all situated primarily within key, rapidly growing markets across the United States, Canada, and the United Kingdom.
3 articles
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Heat | HCN | 2006-10-13 | View |
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2009-01-29 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.36% | -5.63% | -5.53% | -0.86% | -1.39% | +10.62% | +32.28% | +175.20% | +167.71% | +197.97% | +2,978.41% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | 0 |
| Buy | 12 | 0 |
| Hold | 3 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 6 |
244.50
+3.9%
|
| Last Quarter | 6 |
244.50
+3.9%
|
| Last Year | 28 |
218.71
-7.1%
|
| All Time | 53 |
161.81
-31.3%
|
-
Revenue growth+35.8% Q1'26: +38.4% (vs Q1'25)
-
EPS growth-11.5% Q1'26: +155.0% (vs Q1'25)
-
FCF margin— Q1'26: +8.5% (vs Q1'25)
-
EBIT margin— Q1'26: +16.3% (vs Q1'25)
-
ROIC— Q1'26: +3.5% (vs Q1'25)
-
Share dilution+11.6% Q1'26: +11.1% (vs Q1'25)
-
Debt / EBITDA9.25× Q1'26: 4.27× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 6 Rev. Ana. 5 EPS Ana. |
Dec 2027 6 Rev. Ana. 6 EPS Ana. |
Dec 2028 5 Rev. Ana. 6 EPS Ana. |
Dec 2029 2 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
226.10M
est: 248.60M (-9.1%)
|
281.85M
est: 221.14M (+27.5%)
|
288.24M
est: 333.42M (-13.5%)
|
429.49M
est: 378.68M (+13.4%)
|
526.41M
est: 635.74M (-17.2%)
|
523.29M
est: 626.44M (-16.5%)
|
571.33M
est: 7.26B (-92.1%)
|
1.30B
est: 1.54B (-15.4%)
|
1.80B
est: 2.43B (-26.0%)
|
2.88B
est: 10.72B (-73.2%)
|
3.34B
est: 2.52B (+32.4%)
|
3.84B
est: 3.83B (+0.3%)
|
4.25B
est: 4.21B (+1.1%)
|
4.30B
est: 4.27B (+0.7%)
|
4.67B
est: 4.62B (+1.0%)
|
5.10B
est: 5.04B (+1.2%)
|
4.59B
est: 4.55B (+0.7%)
|
4.71B
est: 4.60B (+2.4%)
|
5.78B
est: 5.71B (+1.2%)
|
6.48B
est: 7.16B (-9.5%)
|
7.85B
est: 7.69B (+2.2%)
|
10.67B
est: 10.32B (+3.3%)
|
13.70B
13.35B – 14.01B
+32.8% YoY
|
15.41B
14.59B – 16.32B
+12.4% YoY
|
17.95B
17.91B – 17.99B
+16.5% YoY
|
16.71B
15.99B – 17.66B
-6.9% YoY
|
| EBITDA |
288.09M
est: 88.28M (+226.3%)
|
270.49M
est: 78.53M (+244.5%)
|
279.11M
est: 205.82M (+35.6%)
|
394.15M
est: 263.11M (+49.8%)
|
448.71M
est: 517.54M (-13.3%)
|
422.37M
est: 477.53M (-11.6%)
|
387.33M
est: 625.49M (-38.1%)
|
841.13M
est: 1.02B (-17.5%)
|
1.10B
est: 1.38B (-20.4%)
|
1.44B
est: 2.33B (-38.0%)
|
1.72B
est: 1.23B (+40.0%)
|
1.96B
est: 1.85B (+6.0%)
|
2.14B
est: 2.37B (-9.5%)
|
1.72B
est: 2.40B (-28.1%)
|
1.92B
est: 3.01B (-36.2%)
|
2.14B
est: 2.91B (-26.4%)
|
1.53B
est: 3.26B (-52.9%)
|
1.71B
est: 1.98B (-13.6%)
|
2.04B
est: 2.04B (-0.2%)
|
2.40B
est: 2.37B (+1.1%)
|
2.78B
est: 2.55B (+9.0%)
|
2.31B
est: 3.42B (-32.5%)
|
4.54B
4.43B – 4.65B
+32.8% YoY
|
5.11B
4.84B – 5.41B
+12.4% YoY
|
5.95B
5.94B – 5.97B
+16.5% YoY
|
5.54B
5.30B – 5.85B
-6.9% YoY
|
| EBIT |
131.57M
est: 147.18M (-10.6%)
|
180.69M
est: 28.97M (+523.8%)
|
178.45M
est: 206.55M (-13.6%)
|
235.46M
est: 240.83M (-2.2%)
|
270.83M
est: 303.65M (-10.8%)
|
242.04M
est: 301.71M (-19.8%)
|
170.48M
est: 380.39M (-55.2%)
|
403.18M
est: 489.87M (-17.7%)
|
547.48M
est: 697.88M (-21.6%)
|
560.61M
est: 1.10B (-48.8%)
|
865.25M
est: 625.60M (+38.3%)
|
1.13B
est: 1.08B (+4.5%)
|
1.23B
est: 1.25B (-1.4%)
|
784.24M
est: 1.46B (-46.5%)
|
950.08M
est: 1.52B (-37.5%)
|
1.10B
est: 1.29B (-14.8%)
|
482.84M
est: 759.34M (-36.4%)
|
660.60M
est: 792.92M (-16.7%)
|
702.58M
est: 726.00M (-3.2%)
|
957.89M
est: 810.42M (+18.2%)
|
1.10B
est: 869.83M (+26.3%)
|
171.93M
est: 1.17B (-85.3%)
|
1.55B
1.51B – 1.59B
+32.8% YoY
|
1.74B
1.65B – 1.85B
+12.4% YoY
|
2.03B
2.03B – 2.04B
+16.5% YoY
|
1.89B
1.81B – 2.00B
-6.9% YoY
|
| Net Income |
85.37M
est: 96.04M (-11.1%)
|
84.29M
est: 90.87M (-7.2%)
|
102.75M
est: 105.33M (-2.4%)
|
138.36M
est: 124.15M (+11.4%)
|
283.30M
est: 253.52M (+11.7%)
|
193.27M
est: 179.89M (+7.4%)
|
128.53M
est: 145.53M (-11.7%)
|
217.61M
est: 217.55M (+0.0%)
|
297.26M
est: 320.94M (-7.4%)
|
145.05M
est: 204.81M (-29.2%)
|
512.15M
est: 322.76M (+58.7%)
|
883.75M
est: 696.49M (+26.9%)
|
1.08B
est: 1.01B (+6.2%)
|
522.77M
est: 346.66M (+50.8%)
|
804.95M
est: 1.04B (-22.8%)
|
1.23B
est: 1.25B (-1.7%)
|
978.84M
est: 1.33B (-26.5%)
|
336.14M
est: 352.67M (-4.7%)
|
141.21M
est: 350.63M (-59.7%)
|
340.09M
est: 724.50M (-53.1%)
|
951.68M
est: 1.22B (-22.0%)
|
936.85M
est: 1.24B (-24.5%)
|
1.94B
1.91B – 1.98B
+56.7% YoY
|
2.28B
2.21B – 2.36B
+17.4% YoY
|
2.95B
2.34B – 3.07B
+29.2% YoY
|
3.53B
3.34B – 3.80B
+19.7% YoY
|
| SGA |
16.59M
est: 18.83M (-11.9%)
|
17.25M
est: 31.58M (-45.4%)
|
25.92M
est: 27.69M (-6.4%)
|
37.47M
est: 35.30M (+6.1%)
|
47.19M
est: 47.44M (-0.5%)
|
49.69M
est: 49.47M (+0.4%)
|
54.63M
est: 87.34M (-37.5%)
|
77.20M
est: 165.03M (-53.2%)
|
97.34M
est: 113.21M (-14.0%)
|
108.32M
est: 168.90M (-35.9%)
|
142.94M
est: 102.89M (+38.9%)
|
147.42M
est: 126.04M (+17.0%)
|
155.24M
est: 149.37M (+3.9%)
|
122.01M
est: 165.11M (-26.1%)
|
126.38M
est: 164.01M (-22.9%)
|
126.55M
est: 130.98M (-3.4%)
|
128.39M
est: 155.91M (-17.6%)
|
126.73M
est: 132.90M (-4.6%)
|
150.39M
est: 142.39M (+5.6%)
|
179.09M
est: 393.17M (-54.4%)
|
235.49M
est: 421.99M (-44.2%)
|
1.75B
est: 566.61M (+208.6%)
|
752.31M
732.83M – 769.00M
+32.8% YoY
|
845.73M
800.92M – 895.72M
+12.4% YoY
|
985.43M
983.35M – 987.52M
+16.5% YoY
|
917.10M
877.79M – 969.30M
-6.9% YoY
|
| EPS |
1.41
est: 1.80 (-21.7%)
|
1.16
est: 1.08 (+7.9%)
|
1.32
est: 1.42 (-7.0%)
|
1.44
est: 1.29 (+11.6%)
|
2.83
est: 1.94 (+45.9%)
|
1.50
est: 1.72 (-12.8%)
|
0.84
est: 2.01 (-58.2%)
|
0.90
est: 1.19 (-24.1%)
|
0.48
est: 1.44 (-66.6%)
|
0.10
est: 1.30 (-92.5%)
|
1.44
est: 0.65 (+123.3%)
|
2.35
est: 2.49 (-5.8%)
|
2.83
est: 2.57 (+10.2%)
|
1.26
est: 2.04 (-38.2%)
|
2.03
est: 2.24 (-9.3%)
|
3.07
est: 2.94 (+4.3%)
|
2.36
est: 2.08 (+13.5%)
|
0.79
est: 0.79 (-0.1%)
|
0.31
est: 0.43 (-27.6%)
|
0.66
est: 1.06 (-37.5%)
|
1.58
est: 1.79 (-11.9%)
|
1.41
est: 1.83 (-22.8%)
|
2.88
2.82 – 2.91
+57.5% YoY
|
3.34
3.25 – 3.47
+16.2% YoY
|
4.02
3.44 – 4.52
+20.4% YoY
|
5.20
4.91 – 5.58
+29.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-01 | B- | 2/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-30 | B- | 2/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-29 | B- | 2/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-28 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-27 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-24 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-23 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-21 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-16 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-15 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 68.82M | 15.81% | — | 1.11M | 66.65M | 2.18M | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 49.87M | 10.60% | 45.87M | — | 49.87M | — | HC | Delaware | 2023-01-24 | ↗ |
| 3 | Cohen & Steers, Inc. 14-1904657 | 34.74M | 7.98% | 23.69M | — | 34.74M | — | HC, CO | Hong Kong | 2022-02-14 | ↗ |
| 4 | Cohen & Steers Capital Management, Inc. 13-3353336 | 34.12M | 7.84% | 23.57M | — | 34.12M | — | IA, CO | Hong Kong | 2022-02-14 | ↗ |
| 5 | NORGES BANK (THE CENTRAL BANK OF NORWAY) | 31.50M | 5.17% | — | — | 31.50M | — | FI, OO | NORWAY | 2024-11-07 | ↗ |
| 6 | STATE STREET CORPORATION | 31.13M | 6.59% | — | 23.14M | — | 31.09M | HC | — | 2023-02-07 | ↗ |
| 7 | Wellington Group Holdings LLP | 24.07M | 5.09% | — | 23.24M | — | — | HC | Delaware | 2023-02-06 | ↗ |
| 8 | Wellington Investment Advisors Holdings LLP | 24.07M | 5.09% | — | 23.24M | — | — | HC | Delaware | 2023-02-06 | ↗ |
| 9 | Wellington Management Group LLP | 24.07M | 5.09% | — | 23.24M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 10 | 13-3353336 | 23.14M | 5.70% | 15.08M | — | 23.14M | — | IA, CO | Delaware | 2020-02-14 | ↗ |
| 11 | WELLTOWER INC. | 9.56M | 9.80% | 9.56M | — | 9.56M | — | CO | Delaware | 2018-02-14 | ↗ |
| 12 | Courage Special Situations Master Fund, L.P. | 1.08M | 4.32% | 1.18M | 299.5K | 50.76M | 985.7K | PN | Pennsylvania | 2016-02-11 | ↗ |
| 13 | Cohen & Steers UK Limited | 573.4K | 0.13% | 74.7K | — | 573.4K | — | IA, CO | Hong Kong | 2022-02-14 | ↗ |
| 14 | Cohen & Steers Asia Limited | 33.1K | 0.01% | 33.1K | — | 33.1K | — | IA, CO | Hong Kong | 2022-02-14 | ↗ |
| 15 | Cohen & Steers Ireland Limited | 15.9K | 0.00% | 15.9K | — | 15.9K | — | FI, CO | Hong Kong | 2022-02-14 | ↗ |
| 16 | 95-1411037 | 13.00 | 6.10% | 36.98M | — | 37.32M | — | IA | Delaware | 2024-11-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 1.22M +1.2M (+100.0%) | 225.57B +225.6B (+100.0%) | 0.18% +0.176 pp | 0.34% +0.340 pp | USD185.61 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 92.42M +2.6M (+2.9%) | 17.15B +1.2B (+7.3%) | 13.40% -0.271 pp | 0.25% +0.009 pp | USD83.50 +122.3% | 42 qtrs — |
| 3 | BLACKROCK, INC. | 72.78M +3.4M (+4.8%) | 13.51B +1.1B (+9.2%) | 10.55% -0.018 pp | 0.23% +0.012 pp | USD133.15 +39.4% | 6 qtrs — |
| 4 | CAPITAL INTERNATIONAL INVESTORS | 47.43M +915.5K (+2.0%) | 8.81B +520.1M (+6.3%) | 7.13% +0.041 pp | 1.38% +0.043 pp | USD101.09 +83.6% | 13 qtrs — |
| 5 | STATE STREET CORP | 41.76M +506.4K (+1.2%) | 7.75B +402.2M (+5.5%) | 6.06% -0.227 pp | 0.26% +0.005 pp | USD89.98 +106.3% | 41 qtrs — |
| 6 | COHEN & STEERS, INC. | 33.51M -55.7K (-0.2%) | 6.22B +241.3M (+4.0%) | 4.86% -0.253 pp | 11.25% +0.460 pp | USD74.71 +148.4% | 34 qtrs — |
| 7 | NORGES BANK | 29.45M +29.5M (+100.0%) | 5.47B +5.5B (+100.0%) | 4.42% +4.424 pp | 0.58% +0.585 pp | USD185.61 +0.0% | 1 qtrs NEW |
| 8 | FMR LLC | 20.82M +929.2K (+4.7%) | 3.86B +321.1M (+9.1%) | 3.02% -0.010 pp | 0.20% +0.013 pp | USD112.44 +65.1% | 42 qtrs — |
| 9 | BANK OF AMERICA CORP /DE/ | 20.40M +1.0M (+5.3%) | 3.79B +334.9M (+9.7%) | 2.96% +0.007 pp | 0.28% +0.041 pp | USD103.61 +79.1% | 42 qtrs — |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 18.65M -1.4M (-6.8%) | 3.46B -103.5M (-2.9%) | 2.71% -0.344 pp | 0.61% -0.017 pp | USD94.79 +95.8% | 20 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 17.01M +774.7K (+4.8%) | 3.16B +265.5M (+9.2%) | 2.47% -0.006 pp | 0.19% +0.010 pp | USD96.32 +92.7% | 42 qtrs — |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | 16.83M +1.7M (+11.5%) | 3.12B +434.7M (+16.2%) | 2.44% +0.142 pp | 0.34% +0.049 pp | USD129.38 +43.5% | 42 qtrs — |
| 13 | CAPITAL WORLD INVESTORS | 10.74M +6.5M (+153.0%) | 1.99B +1.2B (+163.6%) | 1.61% +0.967 pp | 0.27% +0.168 pp | USD179.05 +3.7% | 3 qtrs — |
| 14 | PRINCIPAL FINANCIAL GROUP INC | 10.09M -90.0K (-0.9%) | 1.87B +59.4M (+3.3%) | 1.50% -0.050 pp | 0.96% +0.042 pp | USD67.51 +174.9% | 42 qtrs — |
| 15 | MORGAN STANLEY | 10.07M +472.3K (+4.9%) | 1.87B +159.3M (+9.3%) | 1.46% -0.001 pp | 0.11% +0.008 pp | USD105.83 +75.4% | 42 qtrs — |
| 16 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 9.22M +2.0M (+28.5%) | 1.71B +432.9M (+33.8%) | 1.34% +0.244 pp | 1.48% +0.358 pp | USD139.28 +33.3% | 8 qtrs — |
| 17 | NORTHERN TRUST CORP | 8.99M -119.8K (-1.3%) | 1.67B +45.8M (+2.8%) | 1.30% -0.084 pp | 0.21% +0.005 pp | USD95.87 +93.6% | 42 qtrs — |
| 18 | JPMORGAN CHASE & CO | 8.44M +626.3K (+8.0%) | 1.57B +174.6M (+12.5%) | 1.26% +0.065 pp | 0.10% +0.015 pp | USD98.88 +87.7% | 42 qtrs — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8.41M +422.0K (+5.3%) | 1.56B +138.0M (+9.7%) | 1.22% +0.003 pp | 0.24% +0.015 pp | USD100.04 +85.5% | 42 qtrs — |
| 20 | DIMENSIONAL FUND ADVISORS LP | 8.29M +878.9K (+11.9%) | 1.54B +218.6M (+16.6%) | 1.20% +0.074 pp | 0.32% +0.040 pp | USD86.35 +115.0% | 42 qtrs — |
| 21 | LEGAL & GENERAL GROUP PLC | 7.31M +586.3K (+8.7%) | 1.36B +159.0M (+13.3%) | 1.10% +0.074 pp | 0.30% +0.032 pp | USD87.67 +111.7% | 42 qtrs — |
| 22 | INVESCO LTD. | 6.92M -90.0K (-1.3%) | 1.28B +35.6M (+2.9%) | 1.00% -0.064 pp | 0.20% +0.000 pp | USD79.29 +134.1% | 42 qtrs — |
| 23 | DEUTSCHE BANK AG\ | 5.74M +990.2K (+20.9%) | 1.06B +219.2M (+25.9%) | 0.85% +0.130 pp | 0.35% +0.063 pp | USD99.24 +87.0% | 42 qtrs — |
| 24 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 5.54M +284.8K (+5.4%) | 1.03B +92.1M (+9.8%) | 0.83% +0.032 pp | 10.15% +0.744 pp | USD83.24 +123.0% | 32 qtrs — |
| 25 | NUVEEN, LLC | 5.07M -7.5K (-0.1%) | 940.26M +36.5M (+4.0%) | 0.73% -0.038 pp | 0.25% +0.008 pp | USD153.22 +21.1% | 4 qtrs — |
| 26 | DAIWA SECURITIES GROUP INC. | 4.48M -429.5K (-8.8%) | 831.14M -43.1M (-4.9%) | 0.67% -0.075 pp | 2.66% -0.295 pp | USD68.10 +172.6% | 42 qtrs — |
| 27 | GOLDMAN SACHS GROUP INC | 4.47M -1.6M (-26.3%) | 830.44M -250.6M (-23.2%) | 0.67% -0.259 pp | 0.10% -0.030 pp | USD111.91 +65.9% | 42 qtrs — |
| 28 | BANK OF NEW YORK MELLON CORP | 4.03M +15.5K (+0.4%) | 747.72M +32.9M (+4.6%) | 0.61% -0.006 pp | 0.13% -0.006 pp | USD74.92 +147.7% | 42 qtrs — |
| 29 | RESOLUTION CAPITAL LTD | 3.57M -631.7K (-15.0%) | 662.88M -85.9M (-11.5%) | 0.52% -0.122 pp | 14.65% +0.081 pp | USD81.87 +126.7% | 20 qtrs — |
| 30 | AMUNDI | 3.50M -645.6K (-15.6%) | 649.80M -72.3M (-10.0%) | 0.51% -0.124 pp | 0.18% -0.056 pp | USD95.46 +94.4% | 19 qtrs — |
| 31 | WCM INVESTMENT MANAGEMENT, LLC | 3.28M +3.1M (+2,217.2%) | 616.93M +592.0M (+2,372.4%) | 0.49% +0.471 pp | 1.27% +1.218 pp | USD184.23 +0.7% | 3 qtrs — |
| 32 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 3.23M +185.7K (+6.1%) | 599.46M +57.2M (+10.6%) | 0.49% +0.022 pp | 8.80% +1.069 pp | USD118.46 +56.7% | 42 qtrs — |
| 33 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 3.19M +16.2K (+0.5%) | 591.23M +26.7M (+4.7%) | 0.47% -0.009 pp | 0.35% +0.022 pp | USD82.75 +124.3% | 42 qtrs — |
| 34 | PRUDENTIAL FINANCIAL INC | 2.93M -178.7K (-5.8%) | 543.68M -10.0M (-1.8%) | 0.42% -0.049 pp | 0.66% -0.002 pp | USD97.05 +91.3% | 42 qtrs — |
| 35 | HSBC HOLDINGS PLC | 2.89M +529.5K (+22.4%) | 536.75M +116.1M (+27.6%) | 0.43% +0.070 pp | 0.27% +0.042 pp | USD118.98 +56.0% | 42 qtrs — |
| 36 | RUSSELL INVESTMENTS GROUP, LTD. | 2.71M -667.6K (-19.7%) | 503.99M -98.3M (-16.3%) | 0.39% -0.122 pp | 0.55% -0.135 pp | USD74.27 +149.9% | 37 qtrs — |
| 37 | AMERIPRISE FINANCIAL INC | 2.72M -56.9K (-2.1%) | 495.76M +9.9M (+2.0%) | 0.39% -0.028 pp | 0.11% +0.000 pp | USD106.02 +75.1% | 42 qtrs — |
| 38 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2.61M +105.7K (+4.2%) | 484.38M +38.3M (+8.6%) | 0.39% +0.007 pp | 5.49% +0.434 pp | USD109.05 +70.2% | 25 qtrs — |
| 39 | SEI INVESTMENTS CO | 2.41M +104.2K (+4.5%) | 447.47M +36.6M (+8.9%) | 0.35% -0.002 pp | 0.44% 0.000 pp | USD82.24 +125.7% | 42 qtrs — |
| 40 | PGGM INVESTMENTS | 2.04M -762.5K (-27.2%) | 378.31M -120.6M (-24.2%) | 0.31% -0.120 pp | 5.99% -2.083 pp | USD81.17 +128.7% | 14 qtrs — |
| 41 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 1.97M +139.8K (+7.7%) | 367.55M +42.2M (+13.0%) | 0.29% +0.014 pp | 0.25% +0.015 pp | USD112.86 +64.5% | 42 qtrs — |
| 42 | NORDEA INVESTMENT MANAGEMENT AB | 1.93M +204.3K (+11.8%) | 358.91M +51.8M (+16.9%) | 0.29% +0.024 pp | 0.31% +0.039 pp | USD116.68 +59.1% | 30 qtrs — |
| 43 | NATIONAL PENSION SERVICE | 1.92M +226.6K (+13.4%) | 356.10M +54.7M (+18.1%) | 0.29% +0.031 pp | 0.26% +0.030 pp | USD107.03 +73.4% | 42 qtrs — |
| 44 | SWISS NATIONAL BANK | 1.83M -52.3K (-2.8%) | 340.19M +4.4M (+1.3%) | 0.28% -0.012 pp | 0.20% +0.008 pp | USD83.97 +121.0% | 42 qtrs — |
| 45 | UBS GROUP AG | 1.76M -1.5M (-46.2%) | 327.13M -256.8M (-44.0%) | 0.26% -0.244 pp | 0.05% -0.038 pp | USD138.99 +33.5% | 42 qtrs — |
| 46 | ABRDN PLC | 1.72M -4.1K (-0.2%) | 319.25M +12.4M (+4.0%) | 0.26% -0.007 pp | 0.49% +0.009 pp | USD101.09 +83.6% | 34 qtrs — |
| 47 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1.66M -9.1K (-0.5%) | 308.52M +10.8M (+3.6%) | 0.24% -0.014 pp | 0.18% -0.002 pp | USD99.52 +86.5% | 42 qtrs — |
| 48 | APG ASSET MANAGEMENT US INC. | 1.66M +64.6K (+4.1%) | 307.61M +21.9M (+7.7%) | 0.25% +0.006 pp | 2.41% +0.302 pp | USD101.12 +83.6% | 12 qtrs — |
| 49 | BARCLAYS PLC | 1.65M -33.5K (-2.0%) | 306.43M +90.8M (+42.1%) | 0.24% -0.017 pp | 0.07% +0.018 pp | USD123.77 +50.0% | 42 qtrs — |
| 50 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1.63M -95.3K (-5.5%) | 302.96M -4.8M (-1.6%) | 0.24% -0.026 pp | 0.23% -0.009 pp | USD104.21 +78.1% | 41 qtrs — |
| 51 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 1.50M -163.3K (-9.8%) | 278.14M -14.8M (-5.0%) | 0.22% -0.036 pp | 0.48% +0.065 pp | USD105.66 +75.7% | 42 qtrs — |
| 52 | AMERICAN CENTURY COMPANIES INC | 1.37M +125.2K (+10.0%) | 255.13M +32.6M (+14.6%) | 0.20% +0.009 pp | 0.13% +0.015 pp | USD106.44 +74.4% | 42 qtrs — |
| 53 | VOYA INVESTMENT MANAGEMENT LLC | 1.35M -139.3K (-9.3%) | 250.30M -14.5M (-5.5%) | 0.20% -0.024 pp | 0.25% -0.018 pp | USD96.02 +93.3% | 42 qtrs — |
| 54 | RHUMBLINE ADVISERS | 1.34M +53.9K (+4.2%) | 248.06M +19.6M (+8.6%) | 0.19% -0.002 pp | 0.20% +0.017 pp | USD85.12 +118.1% | 42 qtrs — |
| 55 | ASSET MANAGEMENT ONE CO., LTD. | 1.30M +28.9K (+2.3%) | 245.75M +20.0M (+8.9%) | 0.19% 0.000 pp | 0.68% +0.029 pp | USD84.66 +119.2% | 42 qtrs — |
| 56 | ALLIANCEBERNSTEIN L.P. | 1.31M +16.9K (+1.3%) | 243.08M +12.8M (+5.6%) | 0.19% -0.007 pp | 0.08% +0.004 pp | USD87.11 +113.1% | 42 qtrs — |
| 57 | NOMURA ASSET MANAGEMENT CO LTD | 1.30M -58.0K (-4.3%) | 241.88M -597.4K (-0.2%) | 0.20% -0.012 pp | 0.61% -0.021 pp | USD100.98 +83.8% | 42 qtrs — |
| 58 | BAMCO INC /NY/ | 1.28M +90.6K (+7.6%) | 237.12M +25.7M (+12.1%) | 0.19% +0.005 pp | 0.64% +0.082 pp | USD107.79 +72.2% | 20 qtrs — |
| 59 | WELLS FARGO & COMPANY/MN | 1.26M +144.1K (+12.9%) | 234.77M +35.1M (+17.6%) | 0.18% +0.013 pp | 0.04% +0.005 pp | USD99.89 +85.8% | 42 qtrs — |
| 60 | CASTLE HOOK PARTNERS LP | 1.25M -50.8K (-3.9%) | 231.84M +272.9K (+0.1%) | 0.18% -0.017 pp | 0.96% -0.210 pp | USD157.04 +18.2% | 4 qtrs — |
| 61 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1.22M +5.3K (+0.4%) | 226.11M +10.0M (+4.7%) | 0.18% -0.008 pp | 0.71% +0.020 pp | USD89.40 +107.6% | 42 qtrs — |
| 62 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 1.17M -13.8K (-1.2%) | 217.81M +7.4M (+3.5%) | 0.17% -0.006 pp | 0.35% +0.004 pp | USD126.03 +47.3% | 5 qtrs — |
| 63 | LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 1.14M -52.9K (-4.4%) | 211.67M -902.7K (-0.4%) | 0.17% -0.010 pp | 8.48% +0.130 pp | USD105.28 +76.3% | 42 qtrs — |
| 64 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 1.13M +333.9K (+42.0%) | 209.55M +67.9M (+48.0%) | 0.17% +0.047 pp | 0.45% +0.127 pp | USD134.29 +38.2% | 41 qtrs — |
| 65 | ZIMMER PARTNERS, LP | 1.12M +10.5K (+0.9%) | 207.28M +10.2M (+5.2%) | 0.16% -0.007 pp | 5.46% +1.206 pp | USD93.00 +99.6% | 8 qtrs — |
| 66 | CITIGROUP INC | 1.09M +461.4K (+73.2%) | 202.67M +90.3M (+80.4%) | 0.16% +0.062 pp | 0.09% +0.039 pp | USD148.39 +25.1% | 42 qtrs — |
| 67 | D. E. SHAW & CO., INC. | 1.09M -699.1K (-39.1%) | 202.25M -116.4M (-36.5%) | 0.16% -0.114 pp | 0.11% -0.069 pp | USD140.82 +31.8% | 42 qtrs — |
| 68 | BNP PARIBAS ARBITRAGE, SNC | 1.08M +287.9K (+36.3%) | 200.81M +59.4M (+42.0%) | 0.16% +0.036 pp | 0.09% +0.016 pp | USD147.09 +26.2% | 42 qtrs — |
| 69 | KBC GROUP NV | 1.07M +98.9K (+10.2%) | 197.74M +25.6M (+14.9%) | 0.16% +0.011 pp | 0.45% +0.038 pp | USD147.73 +25.6% | 42 qtrs — |
| 70 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.04M +7.3K (+0.7%) | 193.47M +9.1M (+4.9%) | 0.15% -0.007 pp | 0.19% +0.004 pp | USD81.63 +127.4% | 42 qtrs — |
| 71 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 1.03M +819.1K (+384.2%) | 191.71M +153.7M (+404.8%) | 0.15% +0.117 pp | 0.22% +0.122 pp | USD173.75 +6.8% | 42 qtrs — |
| 72 | ADELANTE CAPITAL MANAGEMENT LLC | 1.01M +26.5K (+2.7%) | 186.71M +12.2M (+7.0%) | 0.15% -0.003 pp | 12.58% +0.916 pp | USD67.68 +174.2% | 24 qtrs — |
| 73 | ROYAL BANK OF CANADA | 1.00M +190.8K (+23.4%) | 186.40M +41.5M (+28.6%) | 0.15% +0.022 pp | 0.03% +0.007 pp | USD115.68 +60.5% | 42 qtrs — |
| 74 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 993.2K +993.2K (+100.0%) | 184.35M +184.3M (+100.0%) | 0.15% +0.148 pp | 0.06% +0.059 pp | USD185.61 +0.0% | 1 qtrs NEW |
| 75 | AEW CAPITAL MANAGEMENT L P | 973.2K -231.8K (-19.2%) | 180.64M -34.0M (-15.9%) | 0.15% -0.037 pp | 13.07% +1.118 pp | USD79.31 +134.0% | 25 qtrs — |
| 76 | ACTIAM N.V. | 9.51M +8.6M (+955.3%) | 176.58M +16.0M (+10.0%) | 1.38% +1.242 pp | 1.79% +0.079 pp | USD182.72 +1.6% | 4 qtrs — |
| 77 | TD ASSET MANAGEMENT INC | 932.1K +692.6K (+289.2%) | 173.01M +130.3M (+305.5%) | 0.14% +0.104 pp | 0.14% +0.105 pp | USD159.61 +16.3% | 41 qtrs — |
| 78 | RAYMOND JAMES FINANCIAL INC | 920.4K +113.6K (+14.1%) | 170.85M +27.1M (+18.9%) | 0.13% +0.011 pp | 0.05% +0.007 pp | USD136.88 +35.6% | 5 qtrs — |
| 79 | CANADA PENSION PLAN INVESTMENT BOARD | 916.0K +444.8K (+94.4%) | 170.02M +86.1M (+102.5%) | 0.13% +0.061 pp | 0.11% +0.055 pp | USD163.75 +13.3% | 42 qtrs — |
| 80 | HEITMAN REAL ESTATE SECURITIES LLC | 892.7K -85.8K (-8.8%) | 165.70M -8.6M (-4.9%) | 0.13% -0.020 pp | 11.65% -0.252 pp | USD110.82 +67.5% | 42 qtrs — |
| 81 | PICTET ASSET MANAGEMENT HOLDING SA | 850.8K +57.7K (+7.3%) | 157.93M +16.7M (+11.8%) | 0.13% +0.006 pp | 0.15% +0.017 pp | USD90.20 +105.8% | 10 qtrs — |
| 82 | ALLIANZ ASSET MANAGEMENT GMBH | 827.1K -4.2K (-0.5%) | 153.51M +5.4M (+3.7%) | 0.12% -0.002 pp | 0.16% -0.010 pp | USD109.90 +68.9% | 42 qtrs — |
| 83 | NATIXIS ADVISORS, L.P. | 791.1K +115.8K (+17.2%) | 146.84M +26.5M (+22.1%) | 0.12% +0.016 pp | 0.21% +0.033 pp | USD129.39 +43.5% | 42 qtrs — |
| 84 | NEW YORK STATE COMMON RETIREMENT FUND | 760.5K -6.7K (-0.9%) | 141.16M +4.5M (+3.3%) | 0.11% -0.003 pp | 0.19% +0.012 pp | USD91.00 +104.0% | 42 qtrs — |
| 85 | CONGRESS ASSET MANAGEMENT CO /MA | 753.3K +164.7K (+28.0%) | 139.83M +35.0M (+33.3%) | 0.11% +0.020 pp | 0.98% +0.286 pp | USD161.02 +15.3% | 3 qtrs — |
| 86 | CAPITAL INTERNATIONAL, INC./CA/ | 744.3K +60.2K (+8.8%) | 138.15M +16.3M (+13.4%) | 0.11% +0.008 pp | 1.09% +0.112 pp | USD127.67 +45.4% | 12 qtrs — |
| 87 | MACQUARIE GROUP LTD | 720.9K -969.3K (-57.3%) | 133.81M -167.3M (-55.6%) | 0.10% -0.153 pp | 0.58% +0.233 pp | USD91.46 +102.9% | 42 qtrs — |
| 88 | STRS OHIO | 720.3K +24.3K (+3.5%) | 133.70M +9.7M (+7.8%) | 0.11% +0.001 pp | 0.50% +0.044 pp | USD83.58 +122.1% | 42 qtrs — |
| 89 | JANUS HENDERSON GROUP PLC | 689.0K +47.4K (+7.4%) | 127.82M +13.6M (+11.9%) | 0.10% +0.002 pp | 0.06% +0.005 pp | USD106.16 +74.8% | 42 qtrs — |
| 90 | ENVESTNET ASSET MANAGEMENT INC | 680.7K +182.7K (+36.7%) | 126.34M +37.6M (+42.4%) | 0.10% +0.023 pp | 0.04% +0.012 pp | USD109.19 +70.0% | 42 qtrs — |
| 91 | SWEDBANK AB | 677.2K -17.9K (-2.6%) | 125.69M +1.9M (+1.5%) | 0.10% -0.004 pp | 0.12% -0.004 pp | USD90.37 +105.4% | 20 qtrs — |
| 92 | QUBE RESEARCH & TECHNOLOGIES LTD | 665.8K -1.2M (-63.4%) | 123.58M -200.1M (-61.8%) | 0.10% -0.180 pp | 0.13% -0.209 pp | USD131.67 +41.0% | 10 qtrs — |
| 93 | NEUBERGER BERMAN GROUP LLC | 652.2K -49.9K (-7.1%) | 121.05M -4.0M (-3.2%) | 0.09% -0.012 pp | 0.09% -0.001 pp | USD96.96 +91.4% | 42 qtrs — |
| 94 | KOREA INVESTMENT CORP | 640.8K -159.7K (-19.9%) | 118.94M -23.7M (-16.6%) | 0.09% -0.029 pp | 0.23% -0.059 pp | USD124.91 +48.6% | 42 qtrs — |
| 95 | LOS ANGELES CAPITAL MANAGEMENT LLC | 643.6K +459.7K (+250.0%) | 116.41M +83.7M (+255.3%) | 0.10% +0.069 pp | 0.40% +0.286 pp | USD177.48 +4.6% | 42 qtrs — |
| 96 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 591.7K +10.0K (+1.7%) | 109.82M +6.2M (+6.0%) | 0.09% -0.003 pp | 0.19% +0.013 pp | USD78.17 +137.4% | 42 qtrs — |
| 97 | AVIVA PLC | 548.8K +29.3K (+5.6%) | 101.87M +9.3M (+10.1%) | 0.08% +0.003 pp | 0.17% +0.004 pp | USD112.07 +65.6% | 42 qtrs — |
| 98 | BANK OF MONTREAL /CAN/ | 541.5K +37.5K (+7.4%) | 100.52M +10.7M (+11.9%) | 0.08% +0.005 pp | 0.03% +0.000 pp | USD104.04 +78.4% | 42 qtrs — |
| 99 | RETIREMENT SYSTEMS OF ALABAMA | 529.6K +33.3K (+6.7%) | 98.29M +9.9M (+11.2%) | 0.08% +0.003 pp | 0.32% +0.025 pp | USD86.98 +113.4% | 42 qtrs — |
| 100 | STATE OF NEW JERSEY COMMON PENSION FUND D | 503.3K +18.4K (+3.8%) | 93.42M +7.0M (+8.2%) | 0.07% +0.001 pp | 0.34% +0.020 pp | USD86.85 +113.7% | 42 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | Mitra Shankh | Director / Officer | G-Gift | D | Common Stock | 162 | 0.00 | — | 76,477 | D | ↗ |
| 2026-05-21 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 63 | 216.01 | 13.6K | 18,525 | D | ↗ |
| 2026-05-01 | BACON KENNETH J | Director | C-Conversion | A | Common Stock | 2,627 | 0.00 | — | 14,306 | D | ↗ |
| 2026-02-26 | Spisso Johnese | Director | A-Award | A | Common Stock | 1,056 | 0.00 | — | 16,057 | D | ↗ |
| 2026-02-26 | SULLIVAN KATHRYN M | Director | A-Award | A | Other Stock Unit | 1,056 | 0.00 | — | 1,056 | D | ↗ |
| 2026-02-26 | Rivera Sergio | Director | A-Award | A | Common Stock | 1,056 | 0.00 | — | 26,611 | D | ↗ |
| 2026-02-26 | Patton Ade J. | Director | A-Award | A | Other Stock Unit | 1,056 | 0.00 | — | 1,056 | D | ↗ |
| 2026-02-26 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 1,787 | 0.00 | — | 18,462 | D | ↗ |
| 2026-02-26 | Gundlach Andrew | Director | A-Award | A | Other Stock Unit | 1,787 | 0.00 | — | 1,787 | D | ↗ |
| 2026-02-26 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 1,056 | 0.00 | — | 12,370 | D | ↗ |
| 2026-02-26 | BACON KENNETH J | Director | A-Award | A | LTIP Units | 1,056 | 0.00 | — | 1,056 | D | ↗ |
| 2026-02-13 | Mitra Shankh | Director / Officer | A-Award | A | Other Stock Units | 470,270 | 0.00 | — | 470,270 | D | ↗ |
| 2026-02-13 | Mcqueen Matthew Grant | Officer | G-Gift | D | Common Stock | 541 | 0.00 | — | 26,881 | D | ↗ |
| 2026-02-13 | McHugh Timothy | Officer | A-Award | A | LTIP Units | 131,332 | 0.00 | — | 131,332 | D | ↗ |
| 2026-02-13 | Fieweger Joshua | Officer | A-Award | A | LTIP Units | 1,942 | 0.00 | — | 1,942 | D | ↗ |
| 2026-02-13 | Chaudhri Nikhil | Officer | A-Award | A | LTIP Units | 20,614 | 0.00 | — | 20,614 | D | ↗ |
| 2026-02-13 | Burkart John F. | Officer | A-Award | A | Other Stock Units | 195,846 | 0.00 | — | 195,846 | D | ↗ |
| 2026-01-15 | Fieweger Joshua | Officer | F-InKind | D | Common Stock | 124 | 188.18 | 23.3K | 21,269 | D | ↗ |
| 2025-12-31 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 57 | 0.00 | — | 16,675 | D | ↗ |
| 2025-12-31 | Gundlach Andrew | Director | A-Award | A | LTIP Units | 49 | 0.00 | — | 49 | D | ↗ |
| 2025-12-16 | McHugh Timothy | Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 23,398 | D | ↗ |
| 2025-11-28 | Mitra Shankh | Director / Officer | A-Award | A | Common Stock | 64 | 131.94 | 8.4K | 77,339 | D | ↗ |
| 2025-11-28 | Mcqueen Matthew Grant | Officer | A-Award | A | Common Stock | 71 | 131.94 | 9.4K | 27,422 | D | ↗ |
| 2025-11-28 | McHugh Timothy | Officer | A-Award | A | Common | 53 | 131.94 | 7.0K | 23,898 | D | ↗ |
| 2025-11-28 | Fieweger Joshua | Officer | A-Award | D | Common Stock | 53 | 131.94 | 7.0K | 21,393 | D | ↗ |
| 2025-11-28 | Chaudhri Nikhil | Officer | A-Award | A | Common Stock | 31 | 131.94 | 4.1K | 449 | D | ↗ |
| 2025-11-28 | Burkart John F. | Officer | A-Award | A | Common Stock | 39 | 131.94 | 5.1K | 1,644 | D | ↗ |
| 2025-11-20 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 62 | 197.58 | 12.2K | 16,618 | D | ↗ |
| 2025-10-30 | Mitra Shankh | Director / Officer | A-Award | A | LTIP Units | 2,485,146 | 0.00 | — | 2,485,146 | D | ↗ |
| 2025-10-30 | Mcqueen Matthew Grant | Officer | A-Award | A | Other Stock Units | 271,367 | 0.00 | — | 271,367 | D | ↗ |
| 2025-10-30 | McHugh Timothy | Officer | A-Award | A | Other Stock Units | 492,745 | 0.00 | — | 492,745 | D | ↗ |
| 2025-10-30 | Chaudhri Nikhil | Officer | A-Award | A | LTIP Units | 549,874 | 0.00 | — | 549,874 | D | ↗ |
| 2025-10-30 | Burkart John F. | Officer | A-Award | A | LTIP Units | 285,649 | 0.00 | — | 285,649 | D | ↗ |
| 2025-08-21 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 73 | 166.94 | 12.2K | 16,556 | D | ↗ |
| 2025-06-30 | Gundlach Andrew | Director | P-Purchase | A | Common Stock | 10,000 | 151.46 | 1.51M | 20,000 | I | ↗ |
| 2025-06-17 | Mitra Shankh | Director / Officer | G-Gift | D | Common Stock | 495 | 0.00 | — | 77,275 | D | ↗ |
| 2025-06-06 | Mitra Shankh | Director / Officer | S-Sale | D | Welltower OP Class A Common Units | 24,014 | 152.48 | 3.66M | 55,449 | D | ↗ |
| 2025-06-06 | Mcqueen Matthew Grant | Officer | S-Sale | D | Welltower OP Class A Common Units | 8,854 | 152.48 | 1.35M | 7,565 | D | ↗ |
| 2025-06-06 | McHugh Timothy | Officer | S-Sale | D | Welltower OP Class A Common Units | 13,116 | 152.48 | 2.00M | 12,884 | D | ↗ |
| 2025-06-06 | Chaudhri Nikhil | Officer | S-Sale | D | Welltower OP Class A Common Units | 1,300 | 152.48 | 198.3K | 778 | D | ↗ |
| 2025-06-06 | Burkart John F. | Officer | S-Sale | D | Welltower OP Class A Common Units | 8,854 | 152.48 | 1.35M | 1,318 | D | ↗ |
| 2025-05-30 | Mitra Shankh | Director / Officer | A-Award | A | Common Stock | 112 | 113.93 | 12.8K | 77,770 | D | ↗ |
| 2025-05-30 | Mcqueen Matthew Grant | Officer | A-Award | A | Common Stock | 81 | 113.93 | 9.2K | 27,351 | D | ↗ |
| 2025-05-30 | McHugh Timothy | Officer | A-Award | A | Common | 61 | 113.93 | 6.9K | 23,845 | D | ↗ |
| 2025-05-30 | Fieweger Joshua | Officer | A-Award | A | Common Stock | 124 | 113.93 | 14.1K | 21,340 | D | ↗ |
| 2025-05-30 | Chaudhri Nikhil | Officer | A-Award | A | Common Stock | 150 | 113.93 | 17.1K | 418 | D | ↗ |
| 2025-05-30 | Burkart John F. | Officer | A-Award | A | Common Stock | 141 | 113.93 | 16.1K | 1,605 | D | ↗ |
| 2025-05-22 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 108 | 146.90 | 15.9K | 16,483 | D | ↗ |
| 2025-04-30 | Mitra Shankh | Director / Officer | G-Gift | D | Common Stock | 700 | 0.00 | — | 76,639 | D | ↗ |
| 2025-03-06 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 91 | 148.97 | 13.6K | 16,375 | D | ↗ |
| 2025-02-28 | Spisso Johnese | Director | A-Award | A | Common Stock | 1,434 | 0.00 | — | 15,001 | D | ↗ |
| 2025-02-28 | SULLIVAN KATHRYN M | Director | A-Award | A | LTIP Units | 1,434 | 0.00 | — | 1,434 | D | ↗ |
| 2025-02-28 | Rivera Sergio | Director | A-Award | A | Common Stock | 1,434 | 0.00 | — | 25,555 | D | ↗ |
| 2025-02-28 | Patton Ade J. | Director | A-Award | A | LTIP Units | 1,434 | 0.00 | — | 1,434 | D | ↗ |
| 2025-02-28 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 2,427 | 0.00 | — | 16,284 | D | ↗ |
| 2025-02-28 | Gundlach Andrew | Director | A-Award | A | Other Stock Unit | 2,427 | 0.00 | — | 2,427 | D | ↗ |
| 2025-02-28 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 1,434 | 0.00 | — | 159,314 | D | ↗ |
| 2025-02-28 | BACON KENNETH J | Director | A-Award | A | LTIP Units | 1,434 | 0.00 | — | 1,434 | D | ↗ |
| 2025-02-18 | Mitra Shankh | Director / Officer | A-Award | A | Other Stock Units | 208,020 | 0.00 | — | 208,020 | D | ↗ |
| 2025-02-18 | Mcqueen Matthew Grant | Officer | A-Award | A | LTIP Units | 32,362 | 0.00 | — | 32,362 | D | ↗ |
| 2025-02-18 | McHugh Timothy | Officer | A-Award | A | Other Stock Units | 80,900 | 0.00 | — | 80,900 | D | ↗ |
| 2025-02-18 | Fieweger Joshua | Officer | M-Exempt | A | Restricted Stock Units | 9,248 | 0.00 | — | 0 | D | ↗ |
| 2025-02-18 | Chaudhri Nikhil | Officer | A-Award | A | Other Stock Units | 13,874 | 0.00 | — | 13,874 | D | ↗ |
| 2025-02-18 | Burkart John F. | Officer | A-Award | A | Other Stock Units | 69,342 | 0.00 | — | 69,342 | D | ↗ |
| 2025-01-15 | Fieweger Joshua | Officer | F-InKind | D | Common Stock | 204 | 126.59 | 25.8K | 15,777 | D | ↗ |
| 2024-12-09 | BACON KENNETH J | Director | S-Sale | D | Common Stock | 2,200 | 130.19 | 286.4K | 12,379 | D | ↗ |
| 2024-11-29 | Mitra Shankh | Director / Officer | A-Award | A | Common Stock | 105 | 104.06 | 10.9K | 77,658 | D | ↗ |
| 2024-11-29 | Mcqueen Matthew Grant | Officer | A-Award | A | Common Stock | 72 | 104.06 | 7.5K | 27,270 | D | ↗ |
| 2024-11-29 | McHugh Timothy | Officer | A-Award | A | Common Stock | 78 | 104.06 | 8.1K | 23,784 | D | ↗ |
| 2024-11-29 | Fieweger Joshua | Officer | A-Award | A | Common Stock | 85 | 104.06 | 8.8K | 15,981 | D | ↗ |
| 2024-11-29 | Chaudhri Nikhil | Officer | A-Award | A | Common Stock | 65 | 104.06 | 6.8K | 268 | D | ↗ |
| 2024-11-29 | Burkart John F. | Officer | A-Award | A | Common Stock | 119 | 104.06 | 12.4K | 1,464 | D | ↗ |
| 2024-11-21 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 88 | 137.91 | 12.1K | 13,857 | D | ↗ |
| 2024-09-30 | SULLIVAN KATHRYN M | Director | A-Award | A | Other Stock Units | 113 | 0.00 | — | 113 | D | ↗ |
| 2024-09-30 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 273 | 128.03 | 35.0K | 13,689 | D | ↗ |
| 2024-09-30 | Gundlach Andrew | Director | A-Award | A | LTIP Units | 164 | 0.00 | — | 164 | D | ↗ |
| 2024-08-22 | Chaudhri Nikhil | Officer | — | D | OP Units | 9,227 | 0.00 | — | 0 | — | ↗ |
| 2024-08-21 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 88 | 116.33 | 10.2K | 13,416 | — | ↗ |
| 2024-08-21 | Gundlach Andrew | Director | A-Award | A | LTIP Units | 133 | 0.00 | — | 0 | — | ↗ |
| 2024-07-29 | Gundlach Andrew | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-24 | Mitra Shankh | Director / Officer | G-Gift | D | Common Stock | 244 | 0.00 | — | 77,396 | — | ↗ |
| 2024-06-04 | BACON KENNETH J | Director | S-Sale | D | Common Stock | 1,800 | 103.91 | 187.0K | 14,579 | — | ↗ |
| 2024-05-31 | Mitra Shankh | Director / Officer | A-Award | A | Common Stock | 157 | 89.46 | 14.0K | 77,553 | D | ↗ |
| 2024-05-31 | Mcqueen Matthew Grant | Officer | A-Award | A | Common Stock | 195 | 89.46 | 17.4K | 27,198 | D | ↗ |
| 2024-05-31 | McHugh Timothy | Officer | A-Award | A | Common Stock | 91 | 89.46 | 8.1K | 23,706 | D | ↗ |
| 2024-05-31 | Fieweger Joshua | Officer | A-Award | A | Common Stock | 180 | 89.46 | 16.1K | 15,896 | D | ↗ |
| 2024-05-31 | Chaudhri Nikhil | Officer | A-Award | A | Common Stock | 203 | 89.46 | 18.2K | 203 | D | ↗ |
| 2024-05-31 | Burkart John F. | Officer | A-Award | A | Common Stock | 140 | 89.46 | 12.5K | 1,345 | D | ↗ |
| 2024-05-22 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 80 | 101.87 | 8.1K | 13,769 | D | ↗ |
| 2024-05-01 | Mcqueen Matthew Grant | Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 27,003 | — | ↗ |
| 2024-04-30 | DeSalvo Karen B | Director | S-Sale | D | Common Stock | 4,000 | 151.43 | 605.7K | 11,314 | D | ↗ |
| 2024-03-19 | Mcqueen Matthew Grant | Officer | G-Gift | D | Common Stock | 150 | 0.00 | — | 27,503 | — | ↗ |
| 2024-03-19 | McHugh Timothy | Officer | G-Gift | D | Common Stock | 274 | 0.00 | — | 23,615 | — | ↗ |
| 2024-03-07 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 89 | 92.04 | 8.2K | 13,338 | — | ↗ |
| 2024-03-07 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 33 | 92.04 | 3.0K | 13,880 | — | ↗ |
| 2024-03-01 | Spisso Johnese | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 13,567 | — | ↗ |
| 2024-03-01 | SULLIVAN KATHRYN M | Director | A-Award | A | LTIP Units | 2,777 | 0.00 | — | 2,777 | — | ↗ |
| 2024-03-01 | Rivera Sergio | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 24,121 | — | ↗ |
| 2024-03-01 | Reid Diana | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 10,773 | — | ↗ |
| 2024-03-01 | Patton Ade J. | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 8,241 | — | ↗ |
| 2024-03-01 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 3,559 | 0.00 | — | 13,249 | — | ↗ |
| 2024-03-01 | HAWKINS PHILIP L | Director | A-Award | A | Other Stock Unit | 3,802 | 0.00 | — | 3,802 | — | ↗ |
| 2024-03-01 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 13,847 | — | ↗ |
| 2024-03-01 | BACON KENNETH J | Director | A-Award | A | LTIP Units | 2,157 | 0.00 | — | 2,157 | — | ↗ |
| 2024-02-15 | Mcqueen Matthew Grant | Officer | G-Gift | D | Common Stock | 304 | 0.00 | — | 27,653 | — | ↗ |
| 2024-02-13 | Mitra Shankh | Director / Officer | A-Award | A | LTIP Units | 123,126 | 0.00 | — | 123,126 | — | ↗ |
| 2024-02-13 | Mcqueen Matthew Grant | Officer | A-Award | A | LTIP Units | 16,419 | 0.00 | — | 16,419 | — | ↗ |
| 2024-02-13 | McHugh Timothy | Officer | A-Award | A | LTIP Units | 49,253 | 0.00 | — | 49,253 | — | ↗ |
| 2024-02-13 | Fieweger Joshua | Officer | M-Exempt | A | Common Stock | 6,569 | 0.00 | — | 17,746 | — | ↗ |
| 2024-02-13 | Burkart John F. | Officer | A-Award | A | Other Stock Units | 10,172 | 0.00 | — | 10,172 | — | ↗ |
| 2024-01-24 | Mitra Shankh | Director / Officer | A-Award | A | LTIP Units | 30,195 | 0.00 | — | 30,195 | — | ↗ |
| 2024-01-24 | Mcqueen Matthew Grant | Officer | A-Award | A | LTIP Units | 5,704 | 0.00 | — | 5,704 | — | ↗ |
| 2024-01-24 | McHugh Timothy | Officer | A-Award | A | Other Stock Units | 11,743 | 0.00 | — | 11,743 | — | ↗ |
| 2024-01-24 | Fieweger Joshua | Officer | A-Award | A | Other Stock Units | 1,510 | 0.00 | — | 1,510 | — | ↗ |
| 2024-01-24 | Burkart John F. | Officer | A-Award | A | LTIP Units | 10,065 | 0.00 | — | 10,065 | — | ↗ |
| 2024-01-15 | Fieweger Joshua | Officer | F-InKind | D | Common Stock | 260 | 91.93 | 23.9K | 11,177 | — | ↗ |
| 2023-12-29 | SULLIVAN KATHRYN M | Director | A-Award | A | Other Stock Unit | 11 | 0.00 | — | 11 | — | ↗ |
| 2023-12-29 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 11 | 0.00 | — | 9,690 | — | ↗ |
| 2023-12-12 | Mitra Shankh | Director / Officer | G-Gift | D | Common Stock | 345 | 0.00 | — | 77,640 | — | ↗ |
| 2023-11-30 | Mcqueen Matthew Grant | Officer | A-Award | A | Common Stock | 101 | 63.42 | 6.4K | 27,957 | — | ↗ |
| 2023-11-30 | McHugh Timothy | Officer | A-Award | A | Common Stock | 109 | 63.42 | 6.9K | 23,889 | — | ↗ |
| 2023-11-30 | Fieweger Joshua | Officer | A-Award | A | Common Stock | 126 | 63.42 | 8.0K | 11,437 | — | ↗ |
| 2023-11-30 | Burkart John F. | Officer | A-Award | A | Common Stock | 217 | 63.42 | 13.8K | 1,205 | — | ↗ |
| 2023-11-22 | SULLIVAN KATHRYN M | Director | A-Award | A | Other Stock Units | 44 | 0.00 | — | 44 | — | ↗ |
| 2023-11-22 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 66 | 88.70 | 5.9K | 9,679 | — | ↗ |
| 2023-11-22 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 80 | 88.70 | 7.1K | 11,690 | — | ↗ |
| 2023-11-02 | Mitra Shankh | Director / Officer | G-Gift | D | Common Stock | 2,907 | 0.00 | — | 77,985 | — | ↗ |
| 2023-08-23 | SULLIVAN KATHRYN M | Director | A-Award | A | LTIP Units | 36 | 0.00 | — | 36 | — | ↗ |
| 2023-08-23 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 72 | 81.00 | 5.8K | 9,613 | — | ↗ |
| 2023-08-23 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 21 | 81.00 | 1.7K | 11,610 | — | ↗ |
| 2023-06-20 | Mitra Shankh | Director / Officer | G-Gift | D | Common Stock | 80 | 0.00 | — | 80,892 | — | ↗ |
| 2023-06-16 | Mitra Shankh | Director / Officer | G-Gift | D | Common Stock | 328 | 0.00 | — | 80,972 | — | ↗ |
| 2023-05-31 | Mitra Shankh | Director / Officer | A-Award | A | Common Stock | 352 | 60.34 | 21.2K | 81,300 | — | ↗ |
| 2023-05-31 | Mcqueen Matthew Grant | Officer | A-Award | A | Common Stock | 245 | 60.34 | 14.8K | 27,856 | — | ↗ |
| 2023-05-31 | McHugh Timothy | Officer | A-Award | A | Common Stock | 114 | 60.34 | 6.9K | 23,780 | — | ↗ |
| 2023-05-31 | Fieweger Joshua | Officer | A-Award | A | Common Stock | 219 | 60.34 | 13.2K | 11,311 | — | ↗ |
| 2023-05-31 | Burkart John F. | Officer | A-Award | A | Common Stock | 124 | 60.34 | 7.5K | 988 | — | ↗ |
| 2023-05-23 | SULLIVAN KATHRYN M | Director | A-Award | A | Other Stock Units | 63 | 0.00 | — | 63 | — | ↗ |
| 2023-05-23 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 124 | 76.17 | 9.4K | 9,541 | — | ↗ |
| 2023-03-31 | SULLIVAN KATHRYN M | Director | A-Award | A | LTIP Units | 210 | 0.00 | — | 210 | — | ↗ |
| 2023-03-31 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 419 | 0.00 | — | 9,417 | — | ↗ |
| 2023-03-31 | HAWKINS PHILIP L | Director | A-Award | A | LTIP Units | 210 | 0.00 | — | 210 | — | ↗ |
| 2023-03-23 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 36 | 76.17 | 2.7K | 11,589 | — | ↗ |
| 2023-03-08 | SULLIVAN KATHRYN M | Director | A-Award | A | Common Stock | 1 | 74.72 | 39.60 | 6,599 | — | ↗ |
| 2023-03-08 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 74 | 74.72 | 5.5K | 8,998 | — | ↗ |
| 2023-03-08 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 95 | 74.72 | 7.1K | 11,553 | — | ↗ |
| 2023-02-23 | Spisso Johnese | Director | A-Award | A | Common Stock | 2,627 | 0.00 | — | 11,410 | — | ↗ |
| 2023-02-23 | SULLIVAN KATHRYN M | Director | A-Award | A | Other Stock Units | 4,498 | 0.00 | — | 4,498 | — | ↗ |
| 2023-02-23 | Rivera Sergio | Director | A-Award | A | Common Stock | 2,627 | 0.00 | — | 21,964 | — | ↗ |
| 2023-02-23 | Reid Diana | Director | A-Award | A | Common Stock | 2,627 | 0.00 | — | 8,616 | — | ↗ |
| 2023-02-23 | Patton Ade J. | Director | A-Award | A | Common Stock | 2,627 | 0.00 | — | 6,084 | — | ↗ |
| 2023-02-23 | Mitra Shankh | Director / Officer | A-Award | A | LTIP Units | 35,452 | 0.00 | — | 35,452 | — | ↗ |
| 2023-02-23 | Menon Ayesha | Officer | A-Award | A | LTIP Units | 4,727 | 0.00 | — | 4,727 | — | ↗ |
| 2023-02-23 | Mcqueen Matthew Grant | Officer | A-Award | A | LTIP Units | 6,697 | 0.00 | — | 6,697 | — | ↗ |
| 2023-02-23 | McHugh Timothy | Officer | A-Award | A | LTIP Units | 26,000 | 0.00 | — | 26,000 | — | ↗ |
| 2023-02-23 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 3,940 | 0.00 | — | 8,924 | — | ↗ |
| 2023-02-23 | HAWKINS PHILIP L | Director | A-Award | A | LTIP Units | 4,432 | 0.00 | — | 4,432 | — | ↗ |
| 2023-02-23 | Fieweger Joshua | Officer | A-Award | A | LTIP Units | 1,576 | 0.00 | — | 1,576 | — | ↗ |
| 2023-02-23 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 2,627 | 0.00 | — | 11,458 | — | ↗ |
| 2023-02-23 | Burkart John F. | Officer | A-Award | A | Option Units | 21,898 | 76.17 | 1.67M | 21,898 | — | ↗ |
| 2023-02-23 | BACON KENNETH J | Director | A-Award | A | LTIP Units | 2,627 | 0.00 | — | 2,627 | — | ↗ |
| 2023-01-15 | Mitra Shankh | Director / Officer | F-InKind | D | Common Stock | 586 | 71.15 | 41.7K | 80,948 | — | ↗ |
| 2023-01-15 | Menon Ayesha | Officer | F-InKind | D | Common Stock | 808 | 71.15 | 57.5K | 8,763 | — | ↗ |
| 2023-01-15 | Mcqueen Matthew Grant | Officer | F-InKind | D | Common Stock | 236 | 71.15 | 16.8K | 27,611 | — | ↗ |
| 2023-01-15 | McHugh Timothy | Officer | F-InKind | D | Common Stock | 423 | 71.15 | 30.1K | 23,666 | — | ↗ |
| 2023-01-15 | Fieweger Joshua | Officer | F-InKind | D | Common Stock | 315 | 71.15 | 22.4K | 11,092 | — | ↗ |
| 2023-01-04 | SULLIVAN KATHRYN M | Director | A-Award | A | Other Stock Units | 2,050 | 0.00 | — | 2,050 | — | ↗ |
| 2023-01-04 | HAWKINS PHILIP L | Director | A-Award | A | Other Stock Units | 6,368 | 0.00 | — | 6,368 | — | ↗ |
| 2023-01-03 | SULLIVAN KATHRYN M | Director | D-Return | D | Common Stock | 2,050 | 0.00 | — | 6,598 | — | ↗ |
| 2023-01-03 | Mitra Shankh | Director / Officer | A-Award | A | Other Stock Units | 224,150 | 0.00 | — | 224,150 | — | ↗ |
| 2023-01-03 | Menon Ayesha | Officer | A-Award | A | Option Units | 8,223 | 0.00 | — | 8,223 | — | ↗ |
| 2023-01-03 | Mcqueen Matthew Grant | Officer | A-Award | A | Option Units | 7,685 | 0.00 | — | 7,685 | — | ↗ |
| 2023-01-03 | McHugh Timothy | Officer | A-Award | A | Other Stock Units | 50,788 | 0.00 | — | 50,788 | — | ↗ |
| 2023-01-03 | HAWKINS PHILIP L | Director | D-Return | D | Common Stock | 6,368 | 0.00 | — | 4,462 | — | ↗ |
| 2023-01-03 | Burkart John F. | Officer | A-Award | A | Other Stock Units | 45,305 | 0.00 | — | 45,305 | — | ↗ |
| 2022-12-30 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 439 | 65.55 | 28.8K | 4,984 | — | ↗ |
| 2022-12-30 | HAWKINS PHILIP L | Director | A-Award | A | Common Stock | 586 | 65.55 | 38.4K | 10,830 | — | ↗ |
| 2022-11-30 | SULLIVAN KATHRYN M | Director | A-Award | A | Common Stock | 18 | 71.03 | 1.3K | 8,648 | — | ↗ |
| 2022-11-30 | Mitra Shankh | Director / Officer | A-Award | A | Common Stock | 283 | 60.38 | 17.1K | 100,141 | — | ↗ |
| 2022-11-30 | Mcqueen Matthew Grant | Officer | A-Award | A | Common Stock | 93 | 60.38 | 5.6K | 35,724 | — | ↗ |
| 2022-11-30 | McHugh Timothy | Officer | A-Award | A | Common Stock | 111 | 60.38 | 6.7K | 42,978 | — | ↗ |
| 2022-11-30 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 38 | 71.03 | 2.7K | 4,545 | — | ↗ |
| 2022-11-30 | Fieweger Joshua | Officer | A-Award | A | Common Stock | 108 | 60.38 | 6.5K | 11,407 | — | ↗ |
| 2022-11-30 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 18 | 71.03 | 1.3K | 8,831 | — | ↗ |
| 2022-11-30 | Burkart John F. | Officer | A-Award | A | Common Stock | 134 | 60.38 | 8.1K | 3,271 | — | ↗ |
| 2022-09-30 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 455 | 0.00 | — | 4,506 | — | ↗ |
| 2022-09-30 | HAWKINS PHILIP L | Director | A-Award | A | Common Stock | 581 | 0.00 | — | 8,444 | — | ↗ |
| 2022-08-31 | SULLIVAN KATHRYN M | Director | A-Award | A | Common Stock | 16 | 76.66 | 1.3K | 8,630 | — | ↗ |
| 2022-08-31 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 32 | 76.66 | 2.4K | 4,051 | — | ↗ |
| 2022-08-31 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 16 | 76.66 | 1.3K | 8,813 | — | ↗ |
| 2022-06-30 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 289 | 0.00 | — | 4,020 | — | ↗ |
| 2022-06-30 | HAWKINS PHILIP L | Director | A-Award | A | Common Stock | 331 | 0.00 | — | 7,863 | — | ↗ |
| 2022-05-31 | SULLIVAN KATHRYN M | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 8,614 | — | ↗ |
| 2022-05-31 | Mcqueen Matthew Grant | Officer | A-Award | A | Common Stock | 211 | 67.46 | 14.2K | 35,631 | — | ↗ |
| 2022-05-31 | McHugh Timothy | Officer | A-Award | A | Common Stock | 98 | 67.46 | 6.6K | 42,867 | — | ↗ |
| 2022-05-31 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 26 | 0.00 | — | 3,731 | — | ↗ |
| 2022-05-31 | Fieweger Joshua | Officer | A-Award | A | Common Stock | 195 | 67.46 | 13.2K | 11,299 | — | ↗ |
| 2022-05-31 | DeSalvo Karen B | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 8,797 | — | ↗ |
| 2022-05-31 | Burkart John F. | Officer | A-Award | A | Common Stock | 166 | 67.46 | 11.2K | 3,137 | — | ↗ |
| 2022-03-31 | LOPEZ DENNIS G | Director | A-Award | A | Common Stock | 248 | 0.00 | — | 3,705 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Nikhil Chaudhri Co-President and Chief Investment Officer | 700.0K | — | 182.26M | — | 2.80M | 51.9K | 185.81M | 98.09% | ↗ |
| 2 | 2024 | Shankh Mitra Chief Executive Officer | 1.20M | — | 13.53M | — | 5.37M | 98.9K | 20.20M | 66.99% | ↗ |
| 3 | 2024 | Timothy G. McHugh Co-President and Chief Financial Officer | 695.0K | — | 4.40M | — | 2.07M | 51.3K | 7.22M | 60.97% | ↗ |
| 4 | 2024 | John F. Burkart Vice Chairman and Chief Operating Officer | 625.0K | — | 3.51M | — | 1.86M | 36.3K | 6.03M | 58.15% | ↗ |
| 5 | 2024 | Nikhil Chaudhri Co-President and Chief Investment Officer | 625.0K | — | 2.84M | — | 1.86M | 41.3K | 5.37M | 52.87% | ↗ |
| 6 | 2024 | Co-President and Chief Investment Officer | 625.0K | — | 2.84M | — | 1.86M | 41.3K | 5.37M | 52.87% | ↗ |
| 7 | 2024 | Nikhil Chaudhri | 625.0K | — | 2.84M | — | 1.86M | 41.3K | 5.37M | 52.87% | ↗ |
| 8 | 2024 | Matthew G. McQueen Chief Legal Officer and General Counsel | 595.0K | — | 2.21M | — | 1.48M | 162.7K | 4.44M | 49.65% | ↗ |
| 9 | 2023 | Shankh Mitra Chief Executive Officer | 1.20M | — | 11.65M | — | 4.32M | 77.2K | 17.25M | 67.55% | ↗ |
| 10 | 2023 | Timothy G. McHugh Executive Vice President – Chief Financial Officer | 695.0K | — | 4.53M | — | 1.67M | 25.5K | 6.92M | 65.49% | ↗ |
| 11 | 2023 | Timothy G. McHugh Co-President and Chief Financial Officer | 695.0K | — | 4.53M | — | 1.67M | 25.5K | 6.92M | 65.49% | ↗ |
| 12 | 2023 | John F. Burkart Executive Vice President – Chief Operating Officer | 625.0K | — | 3.45M | 450.0K | 1.49M | 29.5K | 6.05M | 64.59% | ↗ |
| 13 | 2023 | John F. Burkart Vice Chairman and Chief Operating Officer | 625.0K | — | 3.91M | — | 1.49M | 29.5K | 6.05M | 64.59% | ↗ |
| 14 | 2023 | Matthew G. McQueen Chief Legal Officer and General Counsel | 595.0K | — | 2.20M | — | 1.19M | 16.5K | 4.00M | 54.99% | ↗ |
| 15 | 2023 | Matthew G. McQueen Executive Vice President – General Counsel & Corporate Secretary | 595.0K | — | 2.20M | — | 1.19M | 16.5K | 4.00M | 54.99% | ↗ |
| 16 | 2023 | Ayesha Menon Former Executive Vice President – Wellness Housing and Development | 585.0K | — | 1.55M | — | — | 1.05M | 3.19M | 48.75% | ↗ |
| 17 | 2022 | Shankh Mitra Chief Executive Officer | 1.15M | — | 7.75M | 2.70M | 2.63M | 78.8K | 14.32M | 73.02% | ↗ |
| 18 | 2022 | Timothy G. McHugh Executive Vice President – Chief Financial Officer | 675.0K | — | 3.73M | 350.0K | 1.16M | 23.7K | 5.94M | 68.70% | ↗ |
| 19 | 2022 | Timothy G. McHugh Executive Vice President - Chief Financial Officer | 675.0K | — | 3.73M | 350.0K | 1.16M | 23.7K | 5.94M | 68.70% | ↗ |
| 20 | 2022 | Timothy G. McHugh Co-President and Chief Financial Officer | 675.0K | — | 3.73M | 350.0K | 1.16M | 23.7K | 5.94M | 68.70% | ↗ |
| 21 | 2022 | John F. Burkart Executive Vice President – Chief Operating Officer | 600.0K | — | 2.58M | 900.0K | 1.01M | 26.8K | 5.12M | 68.03% | ↗ |
| 22 | 2022 | John F. Burkart Executive Vice President - Chief Operating Officer | 600.0K | — | 2.58M | 900.0K | 1.01M | 26.8K | 5.12M | 68.03% | ↗ |
| 23 | 2022 | John F. Burkart Vice Chairman and Chief Operating Officer | 600.0K | — | 2.58M | 900.0K | 1.01M | 26.8K | 5.12M | 68.03% | ↗ |
| 24 | 2022 | Matthew G. McQueen Chief Legal Officer and General Counsel | 575.0K | — | 1.63M | — | 658.6K | 15.3K | 2.88M | 56.68% | ↗ |
| 25 | 2022 | Matthew G. McQueen Executive Vice President – General Counsel & Corporate Secretary | 575.0K | — | 1.63M | — | 658.6K | 15.3K | 2.88M | 56.68% | ↗ |
| 26 | 2022 | Matthew G. McQueen Executive Vice President - General Counsel & Corporate Secretary | 575.0K | — | 1.63M | — | 658.6K | 15.3K | 2.88M | 56.68% | ↗ |
| 27 | 2022 | Ayesha Menon Executive Vice President - Wellness Housing & Development | 565.0K | — | 1.17M | 172.5K | 625.9K | 15.3K | 2.55M | 52.61% | ↗ |
| 28 | 2022 | Ayesha Menon Former Executive Vice President – Wellness Housing and Development | 565.0K | — | 1.17M | 172.5K | 625.9K | 15.3K | 2.55M | 52.61% | ↗ |
| 29 | 2021 | Shankh Mitra Chief Executive Officer | 1.00M | — | 6.00M | 1.50M | 3.92M | 333.6K | 12.75M | 58.81% | ↗ |
| 30 | 2021 | Shankh Mitra Chief Executive Officer & Chief Investment Officer | 1.00M | — | 6.00M | 1.50M | 3.92M | 333.6K | 12.75M | 58.81% | ↗ |
| 31 | 2021 | Timothy G. McHugh Executive Vice President - Chief Financial Officer | 600.0K | — | 2.70M | 297.0K | 1.76M | 14.3K | 5.38M | 55.78% | ↗ |
| 32 | 2021 | Timothy G. McHugh Executive Vice President – Chief Financial Officer | 600.0K | — | 2.70M | 297.0K | 1.76M | 14.3K | 5.38M | 55.78% | ↗ |
| 33 | 2021 | Matthew G. McQueen Executive Vice President – General Counsel & Corporate Secretary | 550.0K | — | 850.2K | 150.0K | 1.05M | 14.3K | 2.61M | 38.33% | ↗ |
| 34 | 2021 | Matthew G. McQueen Executive Vice President - General Counsel & Corporate Secretary | 550.0K | — | 850.2K | 150.0K | 1.05M | 14.3K | 2.61M | 38.33% | ↗ |
| 35 | 2021 | Ayesha Menon Former Executive Vice President – Wellness Housing and Development | 550.0K | — | 850.2K | 150.0K | 1.02M | 14.3K | 2.59M | 38.65% | ↗ |
| 36 | 2021 | Ayesha Menon Senior Vice President, Wellness Housing & Development | 550.0K | — | 850.2K | 150.0K | 1.02M | 14.3K | 2.59M | 38.65% | ↗ |
| 37 | 2021 | Ayesha Menon Executive Vice President - Wellness Housing & Development | 550.0K | — | 850.2K | 150.0K | 1.02M | 14.3K | 2.59M | 38.65% | ↗ |
| 38 | 2021 | John F. Burkart Executive Vice President – Chief Operating Officer | 273.1K | — | 903.4K | — | 634.4K | — | 1.81M | 49.89% | ↗ |
| 39 | 2021 | John F. Burkart Executive Vice President - Chief Operating Officer | 273.1K | — | 903.4K | — | 634.4K | — | 1.81M | 49.89% | ↗ |
| 40 | 2020 | Thomas J. DeRosa Former Chairman and Chief Executive Officer | 952.0K | — | 10.50M | — | 1.94M | 1.19M | 14.59M | 71.98% | ↗ |
| 41 | 2020 | Shankh Mitra Chief Executive Officer & Chief Investment Officer | 767.5K | — | 6.53M | — | 1.85M | 409.0K | 9.56M | 68.31% | ↗ |
| 42 | 2020 | Shankh Mitra Chief Executive Officer | 767.5K | — | 6.53M | — | 1.85M | 409.0K | 9.56M | 68.31% | ↗ |
| 43 | 2020 | Timothy G. McHugh Executive Vice President - Chief Financial Officer | 600.0K | — | 2.63M | — | 1.09M | 14.3K | 4.33M | 60.68% | ↗ |
| 44 | 2020 | Matthew G. McQueen Executive Vice President - General Counsel & Corporate Secretary | 480.0K | — | 840.3K | — | 557.1K | 14.3K | 1.89M | 44.42% | ↗ |
| 45 | 2020 | Ayesha Menon Senior Vice President, Strategic Investments | 425.0K | — | 630.1K | — | 493.3K | 3.5K | 1.55M | 40.60% | ↗ |
| 46 | 2020 | Ayesha Menon Senior Vice President, Wellness Housing & Development | 425.0K | — | 630.1K | — | 493.3K | 3.5K | 1.55M | 40.60% | ↗ |
| 47 | 2020 | Ayesha Menon Executive Vice President - Wellness Housing & Development | 425.0K | — | 630.1K | — | 493.3K | 3.5K | 1.55M | 40.60% | ↗ |
| 48 | 2019 | Thomas J. DeRosa Former Chairman and Chief Executive Officer | 1.10M | — | 8.70M | — | 3.27M | 71.4K | 13.14M | 66.20% | ↗ |
| 49 | 2019 | Thomas J. DeRosa Chairman and Chief Executive Officer | 1.10M | — | 8.70M | — | 3.27M | 71.4K | 13.14M | 66.20% | ↗ |
| 50 | 2019 | Shankh Mitra Chief Executive Officer & Chief Investment Officer | 700.0K | — | 3.00M | — | 1.80M | 225.3K | 5.73M | 52.37% | ↗ |
| 51 | 2019 | Shankh Mitra Executive Vice President - Chief Investment Officer | 700.0K | — | 3.00M | — | 1.80M | 225.3K | 5.73M | 52.37% | ↗ |
| 52 | 2019 | Timothy G. McHugh Senior Vice President - Chief Financial Officer & Treasurer | 400.0K | — | 2.08M | — | 932.5K | 80.7K | 3.49M | 59.49% | ↗ |
| 53 | 2019 | Timothy G. McHugh Executive Vice President - Chief Financial Officer | 400.0K | — | 2.08M | — | 932.5K | 80.7K | 3.49M | 59.49% | ↗ |
| 54 | 2019 | John A. Goodey Former Executive Vice President - Chief Financial Officer | 436.5K | — | 1.73M | — | 604.3K | 115.5K | 2.88M | 59.87% | ↗ |
| 55 | 2019 | Mercedes T. Kerr Former Executive Vice President - Business & Relationship Management | 275.8K | — | 1.78M | — | 402.4K | 19.7K | 2.47M | 71.78% | ↗ |
| 56 | 2019 | Matthew G. McQueen Executive Vice President - General Counsel & Corporate Secretary | 463.5K | — | 800.0K | — | 655.9K | 26.0K | 1.95M | 41.12% | ↗ |
| 57 | 2019 | Matthew G. McQueen Senior Vice President - General Counsel & Corporate Secretary | 463.5K | — | 800.0K | — | 655.9K | 26.0K | 1.95M | 41.12% | ↗ |
| 58 | 2018 | Thomas J. DeRosa Former Chairman and Chief Executive Officer | 1.10M | — | 8.20M | — | 3.52M | 64.4K | 12.88M | 63.64% | ↗ |
| 59 | 2018 | Thomas J. DeRosa Chief Executive Officer | 1.10M | — | 8.20M | — | 3.52M | 64.4K | 12.88M | 63.64% | ↗ |
| 60 | 2018 | Thomas J. DeRosa Chairman and Chief Executive Officer | 1.10M | — | 8.20M | — | 3.52M | 64.4K | 12.88M | 63.64% | ↗ |
| 61 | 2018 | Shankh Mitra Executive Vice President - Chief Investment Officer | 700.0K | — | 2.28M | — | 1.94M | 13.8K | 4.93M | 46.13% | ↗ |
| 62 | 2018 | Shankh Mitra Chief Executive Officer & Chief Investment Officer | 700.0K | — | 2.28M | — | 1.94M | 13.8K | 4.93M | 46.13% | ↗ |
| 63 | 2018 | John A. Goodey Former Executive Vice President - Chief Financial Officer | 576.7K | — | 1.73M | — | 1.18M | 134.7K | 3.61M | 47.77% | ↗ |
| 64 | 2018 | John A. Goodey Executive Vice President - Chief Financial Officer | 576.7K | — | 1.73M | — | 1.18M | 134.7K | 3.61M | 47.77% | ↗ |
| 65 | 2018 | Mercedes T. Kerr Former Executive Vice President - Business & Relationship Management | 484.5K | — | 1.78M | — | 828.5K | 46.2K | 3.13M | 56.63% | ↗ |
| 66 | 2018 | Mercedes T. Kerr Executive Vice President - Business & Relationship Management | 484.5K | — | 1.78M | — | 828.5K | 46.2K | 3.13M | 56.63% | ↗ |
| 67 | 2018 | Matthew G. McQueen Senior Vice President - General Counsel & Corporate Secretary | 412.1K | — | 800.0K | — | 479.0K | 13.8K | 1.70M | 46.93% | ↗ |
| 68 | 2018 | Matthew G. McQueen Executive Vice President - General Counsel & Corporate Secretary | 412.1K | — | 800.0K | — | 479.0K | 13.8K | 1.70M | 46.93% | ↗ |
| 69 | 2017 | Thomas J. DeRosa Chief Executive Officer | 985.8K | — | 7.25M | — | 2.20M | 84.7K | 10.52M | 68.93% | ↗ |
| 70 | 2017 | Thomas J. DeRosa Chairman and Chief Executive Officer | 985.8K | — | 7.25M | — | 2.20M | 84.7K | 10.52M | 68.93% | ↗ |
| 71 | 2017 | Mercedes T. Kerr Former Executive Vice President - Business & Relationship Management | 484.5K | — | 2.66M | — | 653.0K | 346.2K | 4.15M | 64.22% | ↗ |
| 72 | 2017 | Mercedes T. Kerr Executive Vice President - Business & Relationship Management | 484.5K | — | 2.66M | — | 653.0K | 346.2K | 4.15M | 64.22% | ↗ |
| 73 | 2017 | John A. Goodey Executive Vice President - Chief Financial Officer | 454.5K | — | 2.18M | — | 433.4K | 34.5K | 3.10M | 70.26% | ↗ |
| 74 | 2017 | John A. Goodey Former Executive Vice President - Chief Financial Officer | 454.5K | — | 2.18M | — | 433.4K | 34.5K | 3.10M | 70.26% | ↗ |
| 75 | 2017 | Scott A. Estes Former Executive Vice President - Chief Financial Officer | 386.4K | — | 1.73M | — | 545.0K | 344.8K | 3.00M | 57.48% | ↗ |
| 76 | 2017 | Jeffrey H. Miller Former Executive Vice President - Chief Operating Officer | 42.5K | — | — | — | — | 2.69M | 2.73M | 0.00% | ↗ |
| 77 | 2017 | Shankh Mitra Executive Vice President - Chief Investment Officer | 425.0K | — | 1.44M | — | 392.9K | 359.6K | 2.61M | 54.95% | ↗ |
| 78 | 2017 | Shankh Mitra Senior Vice President - Investments | 425.0K | — | 1.44M | — | 392.9K | 359.6K | 2.61M | 54.95% | ↗ |
| 79 | 2017 | Matthew G. McQueen Senior Vice President - General Counsel & Corporate Secretary | 370.0K | — | 667.2K | — | 236.4K | 13.3K | 1.29M | 51.85% | ↗ |
| 80 | 2016 | Thomas J. DeRosa Chief Executive Officer | 950.0K | — | 10.22M | — | 1.83M | 739.0K | 13.73M | 74.38% | ↗ |
| 81 | 2016 | Scott M. Brinker Former Executive Vice President - Chief Investment Officer | 484.5K | — | 2.62M | — | 872.6K | 483.0K | 4.46M | 58.76% | ↗ |
| 82 | 2016 | Scott A. Estes Executive Vice President - Chief Financial Officer | 510.0K | — | 2.54M | — | 845.4K | 516.8K | 4.41M | 57.57% | ↗ |
| 83 | 2016 | Scott A. Estes Former Executive Vice President - Chief Financial Officer | 510.0K | — | 2.54M | — | 845.4K | 516.8K | 4.41M | 57.57% | ↗ |
| 84 | 2016 | Mercedes T. Kerr Executive Vice President - Business & Relationship Management | 391.2K | — | 2.56M | — | 920.3K | 15.0K | 3.89M | 65.91% | ↗ |
| 85 | 2016 | Jeffrey H. Miller Former Executive Vice President - Chief Operating Officer | 510.0K | — | 2.01M | — | 808.1K | 518.4K | 3.85M | 52.26% | ↗ |
| 86 | 2015 | Thomas J. DeRosa Chief Executive Officer | 950.0K | — | 7.68M | — | 2.29M | 48.4K | 10.97M | 70.00% | ↗ |
| 87 | 2015 | Charles J. Herman, Jr. Former Executive Vice President and President of Seniors Housing and Post-Acute | 244.1K | — | 957.4K | — | — | 3.04M | 4.24M | 22.57% | ↗ |
| 88 | 2015 | Scott M. Brinker Executive Vice President and Chief Investment Officer | 484.5K | — | 2.38M | — | 1.15M | 29.3K | 4.05M | 58.87% | ↗ |
| 89 | 2015 | Scott M. Brinker Former Executive Vice President - Chief Investment Officer | 484.5K | — | 2.38M | — | 1.15M | 29.3K | 4.05M | 58.87% | ↗ |
| 90 | 2015 | Scott A. Estes Former Executive Vice President - Chief Financial Officer | 510.0K | — | 2.30M | — | 1.09M | 56.4K | 3.96M | 58.15% | ↗ |
| 91 | 2015 | Scott A. Estes Executive Vice President and Chief Financial Officer | 510.0K | — | 2.30M | — | 1.09M | 56.4K | 3.96M | 58.15% | ↗ |
| 92 | 2015 | Scott A. Estes Executive Vice President - Chief Financial Officer | 510.0K | — | 2.30M | — | 1.09M | 56.4K | 3.96M | 58.15% | ↗ |
| 93 | 2015 | Jeffrey H. Miller Executive Vice President and Chief Operating Officer | 510.0K | — | 2.13M | — | 961.8K | 56.3K | 3.66M | 58.26% | ↗ |
| 94 | 2015 | Jeffrey H. Miller Former Executive Vice President - Chief Operating Officer | 510.0K | — | 2.13M | — | 961.8K | 56.3K | 3.66M | 58.26% | ↗ |
| 95 | 2015 | Erin C. Ibele Executive Vice President, Head of Human Capital and Corporate Secretary | 408.0K | — | 758.1K | — | 435.5K | 26.7K | 1.63M | 46.56% | ↗ |
| 96 | 2014 | George L. Chapman Former Chairman, Chief Executive Officer and President | 437.8K | — | 1.76M | — | 1.14M | 7.51M | 10.85M | 16.23% | ↗ |
| 97 | 2014 | Thomas J. DeRosa Chief Executive Officer | 590.7K | — | 5.96M | — | 1.53M | 95.2K | 8.18M | 72.89% | ↗ |
| 98 | 2014 | Scott M. Brinker Former Executive Vice President - Chief Investment Officer | 457.5K | — | 556.8K | — | 1.16M | 13.0K | 2.19M | 25.41% | ↗ |
| 99 | 2014 | Scott M. Brinker Executive Vice President and Chief Investment Officer | 457.5K | — | 556.8K | — | 1.16M | 13.0K | 2.19M | 25.41% | ↗ |
| 100 | 2014 | Scott A. Estes Executive Vice President and Chief Financial Officer | 467.9K | — | 526.8K | — | 1.08M | 27.3K | 2.10M | 25.08% | ↗ |
| 101 | 2014 | Scott A. Estes Executive Vice President - Chief Financial Officer | 467.9K | — | 526.8K | — | 1.08M | 27.3K | 2.10M | 25.08% | ↗ |
| 102 | 2014 | Charles J. Herman, Jr. Former Executive Vice President and President of Seniors Housing and Post-Acute | 457.5K | — | 526.8K | — | 1.06M | 30.1K | 2.08M | 25.38% | ↗ |
| 103 | 2014 | Charles J. Herman, Jr. Executive Vice President and President of Seniors Housing and Post-Acute | 457.5K | — | 526.8K | — | 1.06M | 30.1K | 2.08M | 25.38% | ↗ |
| 104 | 2014 | Jeffrey H. Miller Former Executive Vice President - Chief Operating Officer | 467.9K | — | 516.8K | — | 926.9K | 27.0K | 1.94M | 26.66% | ↗ |
| 105 | 2014 | Jeffrey H. Miller Executive Vice President and Chief Operating Officer | 467.9K | — | 516.8K | — | 926.9K | 27.0K | 1.94M | 26.66% | ↗ |
| 106 | 2013 | George L. Chapman Chairman, Chief Executive Officer and President | 875.5K | — | 15.76M | — | 2.08M | 1.13M | 19.84M | 79.40% | ↗ |
| 107 | 2013 | George L. Chapman Former Chairman, Chief Executive Officer and President | 875.5K | — | 15.76M | — | 2.08M | 1.13M | 19.84M | 79.40% | ↗ |
| 108 | 2013 | Scott M. Brinker Executive Vice President-Investments | 445.0K | — | 3.49M | — | 593.7K | 14.6K | 4.55M | 76.83% | ↗ |
| 109 | 2013 | Scott M. Brinker Executive Vice President and Chief Investment Officer | 445.0K | — | 3.49M | — | 593.7K | 14.6K | 4.55M | 76.83% | ↗ |
| 110 | 2013 | Scott A. Estes Executive Vice President and Chief Financial Officer | 445.0K | — | 3.36M | — | 567.0K | 22.9K | 4.40M | 76.47% | ↗ |
| 111 | 2013 | Charles J. Herman, Jr. Former Executive Vice President and President of Seniors Housing and Post-Acute | 445.0K | — | 3.36M | — | 567.0K | 22.6K | 4.40M | 76.48% | ↗ |
| 112 | 2013 | Charles J. Herman, Jr. Executive Vice President and President of Seniors Housing and Post-Acute | 445.0K | — | 3.36M | — | 567.0K | 22.6K | 4.40M | 76.48% | ↗ |
| 113 | 2013 | Charles J. Herman, Jr. Executive Vice President and Chief Investment Officer | 445.0K | — | 3.36M | — | 567.0K | 22.6K | 4.40M | 76.48% | ↗ |
| 114 | 2013 | Jeffrey H. Miller Executive Vice President and Chief Operating Officer | 445.0K | — | 3.36M | — | 553.7K | 22.6K | 4.38M | 76.71% | ↗ |
| 115 | 2013 | Jeffrey H. Miller Executive Vice President-Operations and General Counsel | 445.0K | — | 3.36M | — | 553.7K | 22.6K | 4.38M | 76.71% | ↗ |
| 116 | 2012 | George L. Chapman Former Chairman, Chief Executive Officer and President | 850.0K | — | 6.91M | 969.5K | 2.01M | 1.58M | 12.32M | 63.94% | ↗ |
| 117 | 2012 | George L. Chapman Chairman, Chief Executive Officer and President | 850.0K | — | 6.91M | 969.5K | 2.01M | 1.58M | 12.32M | 63.94% | ↗ |
| 118 | 2012 | Charles J. Herman, Jr. Executive Vice President and Chief Investment Officer | 432.0K | — | 1.91M | 270.0K | 579.7K | 17.3K | 3.21M | 67.94% | ↗ |
| 119 | 2012 | Charles J. Herman, Jr. Executive Vice President and President of Seniors Housing and Post-Acute | 432.0K | — | 1.91M | 270.0K | 579.7K | 17.3K | 3.21M | 67.94% | ↗ |
| 120 | 2012 | Scott A. Estes Executive Vice President and Chief Financial Officer | 432.0K | — | 1.81M | 270.0K | 579.7K | 17.5K | 3.11M | 66.90% | ↗ |
| 121 | 2012 | Jeffrey H. Miller Executive Vice President-Operations and General Counsel | 432.0K | — | 1.80M | 267.8K | 579.7K | 17.6K | 3.10M | 66.80% | ↗ |
| 122 | 2012 | Jeffrey H. Miller Executive Vice President and Chief Operating Officer | 432.0K | — | 1.80M | 267.8K | 579.7K | 17.6K | 3.10M | 66.80% | ↗ |
| 123 | 2012 | John T. Thomas Former Executive Vice President-Medical Facilities | 247.3K | — | 1.74M | 247.5K | — | 498.9K | 2.74M | 72.73% | ↗ |
| 124 | 2012 | Scott M. Brinker Executive Vice President and Chief Investment Officer | 322.0K | — | 1.00M | 200.0K | 592.6K | 66.3K | 2.18M | 55.02% | ↗ |
| 125 | 2012 | Scott M. Brinker Executive Vice President-Investments | 322.0K | — | 1.00M | 200.0K | 592.6K | 66.3K | 2.18M | 55.02% | ↗ |
| 126 | 2011 | George L. Chapman Chairman, Chief Executive Officer and President | 700.0K | — | 3.65M | 765.6K | 2.10M | 187.7K | 7.40M | 59.63% | ↗ |
| 127 | 2011 | Charles J. Herman, Jr. Executive Vice President and Chief Investment Officer | 400.0K | — | 825.2K | 191.7K | 600.0K | 12.3K | 2.03M | 50.11% | ↗ |
| 128 | 2011 | Jeffrey H. Miller Executive Vice President- Operations and General Counsel | 400.0K | — | 775.2K | 191.7K | 594.0K | 12.3K | 1.97M | 49.00% | ↗ |
| 129 | 2011 | Jeffrey H. Miller Executive Vice President-Operations and General Counsel | 400.0K | — | 775.2K | 191.7K | 594.0K | 12.3K | 1.97M | 49.00% | ↗ |
| 130 | 2011 | Scott A. Estes Executive Vice President and Chief Financial Officer | 400.0K | — | 761.1K | 187.0K | 600.0K | 12.3K | 1.96M | 48.36% | ↗ |
| 131 | 2011 | John T. Thomas Former Executive Vice President-Medical Facilities | 400.0K | — | 768.1K | 189.4K | 540.0K | 12.3K | 1.91M | 50.14% | ↗ |
| 132 | 2011 | John T. Thomas Executive Vice President- Medical Facilities | 400.0K | — | 768.1K | 189.4K | 540.0K | 12.3K | 1.91M | 50.14% | ↗ |
| 133 | 2010 | George L. Chapman Chairman, Chief Executive Officer and President | 653.1K | — | 2.24M | 746.4K | 1.49M | 1.39M | 6.51M | 45.86% | ↗ |
| 134 | 2010 | Jeffrey H. Miller Executive Vice President- Operations and General Counsel | 331.5K | — | 557.8K | 185.9K | 431.9K | 12.3K | 1.52M | 48.95% | ↗ |
| 135 | 2010 | Jeffrey H. Miller Executive Vice President-Operations and General Counsel | 331.5K | — | 557.8K | 185.9K | 431.9K | 12.3K | 1.52M | 48.95% | ↗ |
| 136 | 2010 | Scott A. Estes Executive Vice President and Chief Financial Officer | 331.5K | — | 557.8K | 185.9K | 415.3K | 12.3K | 1.50M | 49.49% | ↗ |
| 137 | 2010 | Charles J. Herman, Jr. Executive Vice President and Chief Investment Officer | 315.0K | — | 557.8K | 185.9K | 410.4K | 12.3K | 1.48M | 50.21% | ↗ |
| 138 | 2010 | John T. Thomas Former Executive Vice President-Medical Facilities | 315.0K | — | 557.8K | 185.9K | 402.5K | 12.3K | 1.47M | 50.47% | ↗ |
| 139 | 2010 | John T. Thomas Executive Vice President-Medical Facilities | 315.0K | — | 557.8K | 185.9K | 402.5K | 12.3K | 1.47M | 50.47% | ↗ |
| 140 | 2010 | John T. Thomas Executive Vice President- Medical Facilities | 315.0K | — | 557.8K | 185.9K | 402.5K | 12.3K | 1.47M | 50.47% | ↗ |
| 141 | 2009 | George L. Chapman Chairman, Chief Executive Officer and President | 640.3K | — | 1.44M | 481.4K | 1.25M | 932.0K | 4.75M | 40.52% | ↗ |
| 142 | 2009 | Raymond W. Braun Former President | 837.0K | — | — | — | 1.35M | 42.5K | 2.23M | 0.00% | ↗ |
| 143 | 2009 | Charles J. Herman, Jr. Executive Vice President and Chief Investment Officer | 304.9K | — | 518.1K | 172.7K | 350.5K | 12.3K | 1.36M | 50.86% | ↗ |
| 144 | 2009 | Jeffrey H. Miller Executive Vice President-Operations and General Counsel | 325.0K | — | 444.3K | 148.1K | 373.6K | 12.3K | 1.30M | 45.46% | ↗ |
| 145 | 2009 | Jeffrey H. Miller Executive Vice President- Operations and General Counsel | 325.0K | — | 444.3K | 148.1K | 373.6K | 12.3K | 1.30M | 45.46% | ↗ |
| 146 | 2009 | Scott A. Estes Executive Vice President and Chief Financial Officer | 325.0K | — | 444.3K | 148.1K | 373.6K | 12.3K | 1.30M | 45.46% | ↗ |
| 147 | 2009 | John T. Thomas Executive Vice President- Medical Facilities | 277.0K | — | 195.0K | — | 333.4K | 3.6K | 809.0K | 24.11% | ↗ |
| 148 | 2009 | John T. Thomas Executive Vice President-Medical Facilities | 277.0K | — | 195.0K | — | 333.4K | 3.6K | 809.0K | 24.11% | ↗ |
| 149 | 2008 | George L. Chapman Chairman, Chief Executive Officer and President | 624.7K | — | 1.37M | 456.4K | 866.8K | 692.9K | 4.01M | 45.52% | ↗ |
| 150 | 2008 | Raymond W. Braun Former President | 444.5K | — | 893.2K | 297.7K | 566.4K | 77.5K | 2.28M | 52.25% | ↗ |
| 151 | 2008 | Charles J. Herman, Jr. Executive Vice President and Chief Investment Officer | 297.4K | — | 475.9K | 158.6K | 351.1K | 11.5K | 1.29M | 49.01% | ↗ |
| 152 | 2008 | Jeffrey H. Miller Executive Vice President-Operations and General Counsel | 312.0K | — | 342.3K | 114.1K | 322.3K | 11.5K | 1.10M | 41.41% | ↗ |
| 153 | 2008 | Scott A. Estes Executive Vice President and Chief Financial Officer | 297.0K | — | 342.3K | 114.1K | 306.8K | 11.5K | 1.07M | 42.58% | ↗ |
| 154 | 2007 | George L. Chapman Chairman, Chief Executive Officer and President | 570.0K | — | 6.55M | 353.1K | 738.7K | 422.3K | 8.63M | 79.94% | ↗ |
| 155 | 2007 | George L. Chapman Chairman and Chief Executive Officer | 570.0K | — | 2.53M | 556.5K | 738.7K | 422.3K | 4.81M | 64.04% | ↗ |
| 156 | 2007 | Raymond W. Braun Former President | 405.6K | — | 3.08M | 153.1K | 461.1K | 41.4K | 4.14M | 78.05% | ↗ |
| 157 | 2007 | Raymond W. Braun President | 405.6K | — | 1.26M | 111.9K | 461.1K | 41.4K | 2.28M | 60.10% | ↗ |
| 158 | 2007 | Fred S. Klipsch Vice Chairman | 350.0K | 1.20M | — | — | 387.9K | 35.5K | 1.97M | 0.00% | ↗ |
| 159 | 2007 | Charles J. Herman, Jr. Executive Vice President and Chief Investment Officer | 286.0K | — | 281.2K | 93.8K | 275.0K | 29.5K | 965.5K | 38.84% | ↗ |
| 160 | 2007 | Scott A. Estes Executive Vice President and Chief Financial Officer | 270.0K | — | 297.5K | 56.6K | 254.6K | 29.5K | 908.2K | 38.99% | ↗ |
| 161 | 2007 | Scott A. Estes Senior Vice President and Chief Financial Officer | 270.0K | — | 216.2K | 42.9K | 254.6K | 29.5K | 813.2K | 31.87% | ↗ |
| 162 | 2006 | Fred S. Klipsch Vice Chairman | 10.8K | — | 930.0K | — | — | 5.69M | 6.63M | 14.02% | ↗ |
| 163 | 2006 | Frederick L. Farrar Executive Vice President and President of the Windrose Division | 7.7K | — | 500.0K | — | — | 3.27M | 3.78M | 13.23% | ↗ |
| 164 | 2006 | George L. Chapman Chairman and Chief Executive Officer | 536.9K | — | 1.66M | 503.8K | 639.9K | 408.4K | 3.75M | 57.72% | ↗ |
| 165 | 2006 | George L. Chapman Chairman, Chief Executive Officer and President | 536.9K | — | 1.66M | 503.8K | 639.9K | 408.4K | 3.75M | 57.72% | ↗ |
| 166 | 2006 | Raymond W. Braun Former President | 338.0K | — | 440.9K | 121.7K | 352.9K | 67.8K | 1.32M | 42.58% | ↗ |
| 167 | 2006 | Raymond W. Braun President | 338.0K | — | 440.9K | 121.7K | 352.9K | 67.8K | 1.32M | 42.58% | ↗ |
| 168 | 2006 | Scott A. Estes Senior Vice President and Chief Financial Officer | 217.1K | — | 150.0K | 32.0K | 142.1K | 28.8K | 570.1K | 31.93% | ↗ |
| 169 | 2006 | Scott A. Estes Executive Vice President and Chief Financial Officer | 217.1K | — | 150.0K | 32.0K | 142.1K | 28.8K | 570.1K | 31.93% | ↗ |
| 170 | 2005 | George L. Chapman Chairman and Chief Executive Officer | 516.2K | 619.4K | 900.0K | 57.0K | — | 128.0K | 2.22M | 43.09% | ↗ |
| 171 | 2005 | Raymond W. Braun President | 325.0K | 357.5K | 393.8K | 24.9K | — | 77.6K | 1.18M | 35.52% | ↗ |
| 172 | 2005 | Charles J. Herman, Jr. Executive Vice President and Chief Investment Officer | 238.6K | 301.7K | 353.8K | 10.7K | — | 28.0K | 932.8K | 39.07% | ↗ |
| 173 | 2005 | Jeffrey H. Miller Executive Vice President and General Counsel | 239.2K | 168.5K | 129.4K | 8.2K | — | 19.6K | 564.9K | 24.36% | ↗ |
| 174 | 2005 | Scott A. Estes Senior Vice President and Chief Financial Officer | 170.1K | 102.1K | 129.4K | 8.2K | — | 26.0K | 435.7K | 31.57% | ↗ |
| 175 | 2004 | George L. Chapman Chairman and Chief Executive Officer | 496.4K | 518.2K | 868.3K | 23.2K | — | 140.9K | 2.05M | 43.55% | ↗ |
| 176 | 2004 | Raymond W. Braun President | 285.4K | 273.1K | 374.3K | 10.0K | — | 83.6K | 1.03M | 37.44% | ↗ |
| 177 | 2004 | Raymond W. Braun President and Chief Financial Officer | 285.4K | 273.1K | 374.3K | 10.0K | — | 83.6K | 1.03M | 37.44% | ↗ |
| 178 | 2004 | Charles J. Herman, Jr. Vice President and Chief Investment Officer | 218.5K | 259.3K | 133.3K | 3.6K | — | 28.0K | 642.7K | 21.29% | ↗ |
| 179 | 2004 | Charles J. Herman, Jr. Executive Vice President and Chief Investment Officer | 218.5K | 259.3K | 133.3K | 3.6K | — | 28.0K | 642.7K | 21.29% | ↗ |
| 180 | 2004 | Michael A. Crabtree Treasurer | 142.8K | 68.7K | 99.7K | 2.7K | — | 38.1K | 351.9K | 29.09% | ↗ |
| 181 | 2004 | Scott A. Estes Vice President – Finance | 141.8K | 76.8K | 117.5K | 3.1K | — | 5.6K | 344.7K | 34.99% | ↗ |
| 182 | 2004 | Scott A. Estes Senior Vice President and Chief Financial Officer | 141.8K | 76.8K | 117.5K | 3.1K | — | 5.6K | 344.7K | 34.99% | ↗ |
| 183 | 2004 | Jeffrey H. Miller Executive Vice President and General Counsel | 115.0K | 62.3K | 117.5K | 3.1K | — | — | 297.9K | 40.49% | ↗ |
| 184 | 2003 | George L. Chapman Chairman and Chief Executive Officer | 481.9K | 534.7K | 950.1K | 42.3K | — | 137.1K | 2.15M | 46.24% | ↗ |
| 185 | 2003 | Raymond W. Braun President | 277.1K | 281.8K | 408.8K | 18.2K | — | 82.1K | 1.07M | 39.98% | ↗ |
| 186 | 2003 | Raymond W. Braun President and Chief Financial Officer | 277.1K | 281.8K | 408.8K | 18.2K | — | 82.1K | 1.07M | 39.98% | ↗ |
| 187 | 2003 | Charles J. Herman, Jr. Vice President and Chief Investment Officer | 212.2K | 165.1K | 149.6K | 6.7K | — | 28.0K | 561.4K | 27.82% | ↗ |
| 188 | 2003 | Charles J. Herman, Jr. Executive Vice President and Chief Investment Officer | 212.2K | 165.1K | 149.6K | 6.7K | — | 28.0K | 561.4K | 27.82% | ↗ |
| 189 | 2003 | Scott A. Estes Vice President – Finance | 91.6K | 100.0K | 340.0K | 6.0K | — | — | 537.5K | 64.36% | ↗ |
| 190 | 2003 | Scott A. Estes Senior Vice President and Chief Financial Officer | 91.6K | 100.0K | 340.0K | 6.0K | — | — | 537.5K | 64.36% | ↗ |
| 191 | 2003 | Michael A. Crabtree Treasurer | 138.6K | 66.0K | 98.6K | 4.4K | — | 43.4K | 351.0K | 29.35% | ↗ |
| 192 | 2002 | George L. Chapman Chairman and Chief Executive Officer | 467.9K | 502.1K | 963.2K | 104.4K | — | 128.2K | 2.17M | 49.29% | ↗ |
| 193 | 2002 | Raymond W. Braun President and Chief Financial Officer | 269.0K | 264.7K | 512.2K | 60.8K | — | 78.2K | 1.18M | 48.36% | ↗ |
| 194 | 2002 | Charles J. Herman, Jr. Vice President and Chief Investment Officer | 206.0K | 109.9K | 175.5K | 29.4K | — | 29.0K | 549.8K | 37.26% | ↗ |
| 195 | 2002 | Michael A. Crabtree Treasurer | 134.6K | 63.7K | 153.0K | 20.4K | — | 43.8K | 415.5K | 41.73% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Shankh S. Mitra | Chief Executive Officer & Director | 8M | male |
| Nikhil Chaudhri | Co-President & Chief Investment Officer | 4M | male |
| Timothy G. McHugh | Co-President & Chief Financial Officer | 3M | male |
| John F. Burkart | Vice Chairman & Chief Operating Officer | 3M | male |
| Matthew Grant McQueen | Chief Legal Officer, General Counsel & Corporate Secretary | 3M | male |
| Richard E. Hansen | Vice President of Asset Management | — | male |
| Jeff Stott | Chief Technology Officer | — | male |
| Tucker Joseph | Chief Information Officer | — | male |
| John Olympitis | Executive Vice President & Head of Corporate Development | — | male |
| Joshua T. Fieweger | Senior Vice President & Chief Accounting Officer | — | male |
| Nicholas Rumanes | Head of Development | — | male |
| Pam Byrne | Senior Vice President & Head of Human Capital | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-02-11 | 2026-03-13 | Jonathan Jackson | IL01 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-10-14 | 2024-11-11 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-02-13 | 2024-03-06 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2024-01-10 | 2024-02-05 | Ro Khanna | CA17 | Spouse | Sale | $15,001 - $50,000 | ↗ |
| 2024-01-10 | 2024-02-05 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-07-12 | 2023-08-13 | Daniel Goldman | NY10 | — | Sale | $15,001 - $50,000 | ↗ |
| 2023-05-23 | 2023-06-12 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-04-17 | 2023-05-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-03-24 | 2023-04-07 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-02-10 | 2023-03-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-01-11 | 2023-02-07 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-12-06 | 2023-01-03 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-11-03 | 2022-12-06 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-11-02 | 2022-12-06 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-10-12 | 2022-11-10 | Kathy Manning | NC06 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-08-23 | 2022-09-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-06-27 | 2022-07-07 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-06-16 | 2022-07-07 | Ro Khanna | CA17 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2022-05-10 | 2022-06-10 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-04-21 | 2022-05-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for WELL
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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