Company profile

Thomas J. DeRosa
Incorporated in
Fiscal year end
Former names
Health Care Reit Inc
IRS number

WELL stock data



7 May 20
9 Jul 20
31 Dec 20


Company financial data Financial data

Quarter (USD) Mar 20 Dec 19 Sep 19 Jun 19
Revenue 1.26B 1.26B 1.27B 1.32B
Net income 329.38M 240.14M 647.93M 150.04M
Diluted EPS 0.75 0.55 1.45 0.34
Net profit margin 26.17% 19.02% 51.17% 11.37%
Net change in cash 18.51M 19.13M -2.88M -138.77M
Cash on hand 303.42M 284.92M 265.79M 268.67M
Cost of revenue 681.78M 662.52M 655.59M 701.13M
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
Revenue 5.12B 4.7B 4.32B 4.28B
Net income 1.33B 829.75M 540.61M 1.08B
Diluted EPS 3.05 2.02 1.26 2.81
Net profit margin 25.98% 17.65% 12.52% 25.28%
Net change in cash 69.54M -28.4M -363.44M 184.53M
Cash on hand 284.92M 215.38M 243.78M 607.22M
Cost of revenue 2.69B 2.43B 2.08B

Financial data from Welltower earnings reports

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
23 Mar 20 Fieweger Joshua Common Stock Payment of exercise Dispose F No 43.49 58 2.52K 7,129
18 Feb 20 Trumbull R Scott Common Stock Other Dispose J No 0 5,001 0 39,486
14 Feb 20 Fieweger Joshua Common Stock Grant Aquire A No 0 624 0 7,187
14 Feb 20 Fieweger Joshua Common Stock Payment of exercise Dispose F No 89.32 72 6.43K 6,563
14 Feb 20 Fieweger Joshua Commom Stock Option exercise Aquire M No 0 243 0 6,635
14 Feb 20 Fieweger Joshua Deferred Stock Units Common Option exercise Dispose M No 0 243 0 238
14 Feb 20 Matthew Grant Mcqueen Common Stock Grant Aquire A No 0 2,496 0 20,601
14 Feb 20 Matthew Grant Mcqueen Common Stock Payment of exercise Dispose F No 89.32 584 52.16K 18,105
14 Feb 20 Matthew Grant Mcqueen Common Stock Option exercise Aquire M No 0 1,892 0 18,689
14 Feb 20 Matthew Grant Mcqueen Deferred Stock Units Common Option exercise Dispose M No 0 1,892 0 1,889
88.2% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 716 819 -12.6%
Opened positions 80 113 -29.2%
Closed positions 183 87 +110.3%
Increased positions 263 310 -15.2%
Reduced positions 282 273 +3.3%
13F shares
Current Prev Q Change
Total value 16.86B 30.36B -44.5%
Total shares 368.19M 370.94M -0.7%
Total puts 1.27M 580K +119.6%
Total calls 1.17M 464.4K +152.5%
Total put/call ratio 1.1 1.2 -13.0%
Largest owners
Shares Value Change
Vanguard 52.97M $2.43B +0.2%
BLK BlackRock 42.58M $1.95B +0.8%
CNS Cohen & Steers 34.43M $1.58B +47.3%
STT State Street 27.12M $1.24B +0.0%
FMR 9.43M $431.83M -3.6%
Geode Capital Management 8.15M $372.43M -0.6%
DSECF Daiwa Securities 8.06M $368.87M +22.3%
NTRS Northern Trust 7.97M $364.81M +5.3%
MS Morgan Stanley 6.53M $298.89M -18.4%
American Century Companies 6.27M $287.11M -14.8%
Largest transactions
Shares Bought/sold Change
CNS Cohen & Steers 34.43M +11.05M +47.3%
WFC Wells Fargo & Company 2.15M -4.11M -65.7%
Norges Bank 0 -3.96M EXIT
PFG Principal Financial 5.92M -3.17M -34.8%
PGGM Investments 4.03M -2.82M -41.2%
IVZ Invesco 2.97M -2.57M -46.3%
CMTDF Sumitomo Mitsui Trust 4.71M +2.4M +104.4%
Zimmer Partners 3M -1.93M -39.2%
FHI Federated Hermes 1.39M -1.72M -55.3%
HealthCor Management 1.58M +1.58M NEW

Financial report summary

Content analysis ?
H.S. sophomore Avg
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