Welltower Company Leadership

WELL Stock  USD 139.30  0.34  0.24%   
Welltower employs about 533 people. The company is managed by 30 executives with a total tenure of roughly 110 years, averaging almost 3.0 years of service per executive, having 17.77 employees per reported executive. Inspection of Welltower's management performance can provide insight into the company performance.
SHANKH MITRA  CEO
Chief Executive Officer, Chief Investment Officer, Director
Kenneth Bacon  Chairman
Non-Executive Chairman of the Board
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Welltower. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.

Welltower's Workforce Through the Years

Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Welltower's future performance. Based on our forecasts, it is anticipated that Welltower will maintain a workforce of about 530 employees by December 2024.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Welltower's latest congressional trading

Congressional trading in companies like Welltower, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Welltower by those in governmental positions are based on the same information available to the general public.
2024-11-11Representative Ro KhannaAcquired Under $15KVerify

Welltower Management Team Effectiveness

The company has return on total asset (ROA) of 0.0185 % which means that it generated a profit of $0.0185 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0342 %, meaning that it created $0.0342 on every $100 dollars invested by stockholders. Welltower's management efficiency ratios could be used to measure how well Welltower manages its routine affairs as well as how well it operates its assets and liabilities. The value of Return On Tangible Assets is estimated to slide to 0.01. The value of Return On Capital Employed is expected to slide to 0.03. At this time, Welltower's Other Current Assets are quite stable compared to the past year. Debt To Assets is expected to rise to 0.51 this year, although the value of Net Tangible Assets will most likely fall to about 14.9 B.
Common Stock Shares Outstanding is expected to rise to about 544.6 M this year, although the value of Net Income Applicable To Common Shares will most likely fall to about 154.3 M.

Welltower Workforce Comparison

Welltower is rated third in number of employees category among its peers. The total workforce of Real Estate industry is at this time estimated at about 2,886. Welltower retains roughly 533 in number of employees claiming about 18% of equities listed under Real Estate industry.

Welltower Profit Margins

The company has Profit Margin (PM) of 0.12 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.17 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.17.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.750.4065
Way Up
Slightly volatile
Operating Profit Margin0.160.1684
Notably Down
Slightly volatile

Welltower Insider Trading History

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Welltower insiders, such as employees or executives, is commonly permitted as long as it does not rely on Welltower's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Welltower insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2024-09-01
1.6667
10
6
 3,473 
 72,621 
2024-03-01
6.8
34
5
 561,450 
 3,018 
2023-12-01
5.5
11
2
 820.00 
 3,252 
2023-06-01
4.0
8
2
 1,304 
 408.00 
2023-03-01
3.5882
61
17
 1,187,201 
 267,396 
2022-03-01
1.4444
26
18
 288,036 
 86,001 
2021-09-01
0.5
1
2
 3,210 
 1,000.00 
2021-06-01
7.0
14
2
 5,375 
 0.00 
2021-03-01
1.4118
24
17
 224,593 
 55,757 
2020-12-01
1.1111
10
9
 16,262 
 7,223 
2020-09-01
1.0
1
1
 1,367 
 0.00 
2020-03-01
0.9474
18
19
 127,017 
 105,193 
2019-12-01
0.9167
11
12
 53,405 
 78,577 
2019-09-01
0.3333
1
3
 5,002 
 5,784 
2019-06-01
1.3333
4
3
 1,013 
 45,983 
2019-03-01
0.9259
25
27
 139,328 
 130,358 
2018-12-01
0.75
9
12
 16,055 
 31,734 
2018-09-01
1.5
3
2
 4,067 
 894.00 
2018-06-01
5.0
15
3
 43,043 
 37,963 
2018-03-01
1.4762
31
21
 136,582 
 60,315 
2017-12-01
0.6667
2
3
 15,821 
 15,385 
2017-09-01
4.5
9
2
 7,091 
 166.00 
2017-06-01
3.5
7
2
 37,667 
 400.00 
2017-03-01
0.9167
33
36
 94,100 
 138,013 
2016-12-01
0.2857
2
7
 5,192 
 49,055 
2016-09-01
0.5625
9
16
 51,445 
 104,223 
2016-06-01
1.1429
8
7
 54,363 
 22,833 
2016-03-01
1.2727
56
44
 494,894 
 116,980 
2015-12-01
0.5
1
2
 2,100 
 3,500 
2015-09-01
1.125
9
8
 77,220 
 42,726 
2015-06-01
0.5263
10
19
 28,228 
 67,980 
2015-03-01
0.7647
65
85
 200,182 
 181,529 
2014-12-01
0.4545
15
33
 53,354 
 95,894 
2014-09-01
0.4167
10
24
 27,408 
 30,555 
2014-06-01
0.4737
9
19
 27,624 
 55,829 
2014-03-01
1.0612
52
49
 150,302 
 89,036 
2013-12-01
0.3333
3
9
 3,512 
 11,290 
2013-09-01
0.4167
5
12
 12,372 
 25,784 
2013-06-01
0.5476
23
42
 66,476 
 165,420 
2013-03-01
0.9848
65
66
 333,392 
 181,709 
2012-12-01
0.5581
24
43
 172,937 
 359,256 
2012-09-01
0.4118
7
17
 26,825 
 140,843 
2012-06-01
0.6667
16
24
 47,456 
 107,551 
2012-03-01
1.0
94
94
 608,494 
 255,987 
2011-12-01
0.4615
12
26
 58,471 
 144,139 
2011-09-01
0.7778
7
9
 46,976 
 69,102 
2011-06-01
0.75
24
32
 64,305 
 141,219 
2011-03-01
0.8919
66
74
 395,260 
 366,146 
2010-12-01
0.6154
8
13
 46,926 
 108,668 
2010-09-01
0.25
1
4
 5,000 
 15,973 
2010-06-01
5.5
11
2
 32,819 
 16,800 
2010-03-01
1.3415
55
41
 442,615 
 113,260 
2009-12-01
1.5
3
2
 5,600 
 4,746 
2009-03-01
1.5
48
32
 397,055 
 37,204 
2008-12-01
0.5
1
2
 7,500 
 15,000 
2008-06-01
0.4444
12
27
 56,620 
 153,432 
2008-03-01
1.4063
45
32
 371,024 
 137,574 
2007-12-01
0.2083
5
24
 26,978 
 130,627 
2007-09-01
0.2
1
5
 17,500 
 69,756 
2007-06-01
0.5
2
4
 10,428 
 21,481 
2007-03-01
0.8462
66
78
 573,239 
 465,168 
2006-12-01
0.1333
2
15
 5,901 
 30,082 
2006-09-01
0.4375
7
16
 63,134 
 130,279 
2006-06-01
0.6
3
5
 31,166 
 60,666 
2006-03-01
1.3214
37
28
 315,761 
 220,049 
2005-12-01
0.5
7
14
 48,563 
 90,270 
2005-09-01
0.4359
17
39
 63,505 
 122,782 
2005-06-01
0.5405
20
37
 126,575 
 241,940 
2005-03-01
1.0263
39
38
 239,833 
 258,954 
2004-12-01
0.5263
30
57
 197,175 
 389,080 
2004-09-01
0.6875
22
32
 116,360 
 214,686 
2004-06-01
0.7143
15
21
 78,546 
 156,354 
2004-03-01
0.7222
52
72
 324,965 
 355,754 
2003-12-01
0.5294
27
51
 131,201 
 273,860 
2003-09-01
0.3514
26
74
 104,508 
 244,171 

Welltower Notable Stakeholders

A Welltower stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Welltower often face trade-offs trying to please all of them. Welltower's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Welltower's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
SHANKH MITRAChief Executive Officer, Chief Investment Officer, DirectorProfile
Kenneth BaconNon-Executive Chairman of the BoardProfile
Jeffrey DonahueIndependent Chairman of the BoardProfile
Matthew McQueenExecutive Vice President, General Counsel, Corporate SecretaryProfile
Ayesha MenonSenior Vice President - Strategic InvestmentsProfile
Ryan RothackerVice President - Portfolio Management & OperationsProfile
Timothy McHughChief Financial Officer, Executive Vice PresidentProfile
John BurkartChief Operating Officer, Executive Vice PresidentProfile
Timothy CFAExecutive CFOProfile
Sharon OsterIndependent DirectorProfile
Johnese SpissoIndependent DirectorProfile
Diana ReidIndependent DirectorProfile
Karen DeSalvoIndependent DirectorProfile
Kathryn SullivanIndependent DirectorProfile
Sergio RiveraIndependent DirectorProfile
Philip HawkinsIndependent DirectorProfile
Matthew JDGeneral VPProfile
Jack RahnerVP TechnologyProfile
Justin SkiverSenior Vice President Global Head of Seniors HousingProfile
Nicholas RumanesVice President - Head of DevelopmentProfile
John OlympitisSenior DevelopmentProfile
Pam ByrneSenior CapitalProfile
Joshua FiewegerSenior Vice President Chief Accounting OfficerProfile
Richard HansenVice ManagementProfile
Nikhil ChaudhriExecutive OfficerProfile
Edward MBASenior InvestmentProfile
Joseph WeisenburgerSenior ManagementProfile
Mark HernandezChief OfficerProfile
Mary JDVP AdminProfile
Krishna SomaSenior FinanceProfile

About Welltower Management Performance

The success or failure of an entity such as Welltower often depends on how effective the management is. Welltower management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Welltower management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Welltower management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.03  0.03 
Return On Assets 0.01  0.01 
Return On Equity 0.01  0.01 

Welltower Workforce Analysis

Traditionally, organizations such as Welltower use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Welltower within its industry.

Welltower Manpower Efficiency

Return on Welltower Manpower

Revenue Per Employee12.4M
Revenue Per Executive221.1M
Net Income Per Employee638.1K
Net Income Per Executive11.3M
Working Capital Per Employee7.1M
Working Capital Per Executive126.4M
When determining whether Welltower is a strong investment it is important to analyze Welltower's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Welltower's future performance. For an informed investment choice regarding Welltower Stock, refer to the following important reports:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Welltower. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Diversified REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Welltower. If investors know Welltower will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Welltower listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
2.004
Dividend Share
2.56
Earnings Share
1.57
Revenue Per Share
12.941
Quarterly Revenue Growth
0.288
The market value of Welltower is measured differently than its book value, which is the value of Welltower that is recorded on the company's balance sheet. Investors also form their own opinion of Welltower's value that differs from its market value or its book value, called intrinsic value, which is Welltower's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Welltower's market value can be influenced by many factors that don't directly affect Welltower's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Welltower's value and its price as these two are different measures arrived at by different means. Investors typically determine if Welltower is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Welltower's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.