Welltower Management
Management criteria checks 2/4
Welltower's CEO is Shankh Mitra, appointed in Oct 2020, has a tenure of 5.58 years. total yearly compensation is $821.09M, comprised of 0.2% salary and 99.8% bonuses, including company stock and options. directly owns 0.011% of the company’s shares, worth $16.78M. The average tenure of the management team and the board of directors is 5.5 years and 7.3 years respectively.
Key information
Shankh Mitra
Chief executive officer
US$821.1m
Total compensation
| CEO salary percentage | 0.16% |
| CEO tenure | 5.6yrs |
| CEO ownership | 0.01% |
| Management average tenure | 5.5yrs |
| Board average tenure | 7.3yrs |
Recent management updates
Recent updates
Welltower: A Premium REIT At An Overextended Price
May 01
WELL: Data Science Partnership And 2026 Guidance Will Support Balanced Outlook
Analysts have made a small adjustment to Welltower's price target to $229.25. This reflects updated views on fair value, discount rate assumptions, profit margin expectations, and a revised future P/E estimate.
WELL: Data Partnership And Higher Margins Will Support Future Upside Potential
Analysts now see Welltower's fair value at $260.00, compared with $251.51 previously. This reflects their updated views on growth, margins, discount rate and future P/E assumptions.WELL: Data Science Alliance And 2026 Earnings Outlook Will Support Future Upside
Analysts have raised their price target for Welltower from $228.10 to $229.30, reflecting updated assumptions related to discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Welltower and Public Storage announced a data science partnership that combines Welltower's capital allocation models with Public Storage's operational and pricing analytics to support more targeted real estate investments and operations (Key Developments).WELL: 2026 Earnings Outlook And Data Partnership Will Shape Future Income
Analysts have raised their price target on Welltower to $228.10 from $218.80, reflecting updated assumptions that include a slightly lower discount rate, a modest adjustment to revenue growth expectations, firmer profit margin inputs near 14%, and a higher future P/E of about 98x. What's in the News Welltower and Public Storage announced a data science partnership that combines Welltower's capital allocation modeling with Public Storage's operational analytics to support capital deployment and operating decisions across both businesses (Key Developments).
Leveraging the Senior Housing Supply Gap
Business Overview Welltower is one of the largest healthcare real estate investment trusts globally, with a market capitalization of approximately US$145 billion. The company owns a diversified portfolio of senior housing communities, outpatient medical facilities and post-acute care properties across the United States, Canada and the United Kingdom.
WELL: Medium Term Guidance And Updated Assumptions Will Shape Fair Value
Analysts have lifted their price target for Welltower from about $145 to roughly $191, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, which together support a higher long term valuation framework. What's in the News Welltower issued earnings guidance for the year ending December 31, 2026, giving investors a frame of reference for its medium term outlook.WELL: 2026 Earnings Outlook And Higher Fair Value Will Shape Future Income
Analysts now set their price target for Welltower at $218.80, up from $207.38. This reflects updated views on revenue growth, profit margins and future P/E assumptions.WELL: Higher Profitability Assumptions Will Support Future Upside Potential
Analysts have raised their fair value estimate for Welltower to $251.51, citing slightly higher assumptions for revenue growth, profit margins, the discount rate, and future P/E as the basis for the updated price target. Valuation Changes Fair Value Estimate was adjusted from $248.75 to $251.51, reflecting a small upward revision in the modeled valuation.WELL: Expanded Equity Will Fund Prospective UK Care Acquisition Opportunity
Analysts have inched their price target for Welltower lower by about US$0.05. This reflects small updates to their fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.WELL: Expanded Equity Capacity Will Support Prospective UK Senior Care Acquisition
Analysts have nudged their price target on Welltower slightly lower to US$248.80 from US$250.84, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple. What's in the News Welltower filed a follow on equity offering for up to US$7.5b in common stock, structured as an at the market program.WELL: Expanded Equity Capacity Will Support Prospective UK Senior Care Acquisition
Analysts have lifted their price target on Welltower materially, from approximately $208 to $251 per share, citing expectations for slightly faster revenue growth, stronger profit margins, and a modestly lower future P/E multiple despite a higher discount rate. What's in the News Filed a new at-the-market follow-on equity shelf for up to $7.5 billion of common stock, expanding financial flexibility for future investments and debt reduction (regulatory filing).WELL: Equity Issuance And Acquisition Plans Will Shape Future Income Outlook
Analysts have raised their price target for Welltower by approximately $8.40 per share to about $207.40. This reflects expectations for stronger revenue growth that more than offset a modestly lower profit margin outlook and a slightly higher assumed valuation multiple.WELL: Equity Offerings And Margin Improvement Will Offset Lower Income Outlook
Analysts have raised their price target for Welltower from $192.90 to $198.95, citing improved profit margins and a modestly higher discount rate in their latest assessment. What's in the News Welltower has filed a Follow-on Equity Offering totaling $7.5 billion, issuing common stock through an at-the-market offering.WELL: Forward Equity Offerings And Margin Gains Will Balance Lower Guidance
Analysts have raised their price target for Welltower from $187.43 to $192.90. They cite improved profit margins and a lowered discount rate, even though revenue growth expectations are moderating.Analysts Lift Welltower Price Target Amid Raised Guidance and Improved Valuation Metrics
Analysts have slightly raised their price target for Welltower. They now estimate fair value at $187.43 per share, compared to the previous $186.81, citing incremental improvements in key valuation metrics.Private Fund Management And Acquisitions Will Improve Operational Efficiency
Analysts have raised their price target for Welltower to $186.81 from $184.60, reflecting modest improvements in projected fair value and slightly lower discount rate assumptions. What's in the News On July 28, 2025, Welltower's Board of Directors declared a quarterly cash dividend of $0.74 per share.Private Fund Management And Acquisitions Will Improve Operational Efficiency
Welltower’s consensus price target increased as improved net profit margin and a modestly lower future P/E signal incremental enhancements in profitability and valuation, lifting fair value from $180.37 to $184.60. What's in the News Welltower did not repurchase any shares in the latest buyback tranche, completing 0% of the previously announced buyback program.Private Fund Management And Acquisitions Will Improve Operational Efficiency
With analyst reasoning unavailable and both revenue growth and discount rate estimates unchanged, the consensus analyst price target for Welltower remained steady at $178.47. What's in the News Welltower repurchased 0 shares for $0 million from April 1, 2025 to June 30, 2025, completing 0% of the buyback announced earlier.Welltower Stock: Long-Term Potential Vs. Near-Term Risks
Feb 19Welltower REIT Became Too Pricey
Dec 01Welltower: Senior Housing Isn't A Growth Stock
Nov 16Welltower: Aging Gracefully Or Out Of Touch? Stock That's Priced For Perfection
Sep 02
Decisive Acquisitions And Operational Efficiencies Propel Senior Housing Leader To New Heights
Welltower's strategic focus on improving senior housing occupancy and acquisitions aimed at portfolio expansion are designed to drive revenue and NOI growth.Welltower: Trades At A Premium But For Good Reason
Jun 20CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$821m | US$1m | US$937m |
| Sep 30 2025 | n/a | n/a | US$960m |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$20m | US$1m | US$952m |
| Sep 30 2024 | n/a | n/a | US$916m |
| Jun 30 2024 | n/a | n/a | US$593m |
| Mar 31 2024 | n/a | n/a | US$442m |
| Dec 31 2023 | US$17m | US$1m | US$340m |
| Sep 30 2023 | n/a | n/a | US$252m |
| Jun 30 2023 | n/a | n/a | US$118m |
| Mar 31 2023 | n/a | n/a | US$105m |
| Dec 31 2022 | US$14m | US$1m | US$141m |
| Sep 30 2022 | n/a | n/a | US$204m |
| Jun 30 2022 | n/a | n/a | US$390m |
| Mar 31 2022 | n/a | n/a | US$327m |
| Dec 31 2021 | US$13m | US$1m | US$336m |
| Sep 30 2021 | n/a | n/a | US$441m |
| Jun 30 2021 | n/a | n/a | US$587m |
| Mar 31 2021 | n/a | n/a | US$740m |
| Dec 31 2020 | US$10m | US$768k | US$979m |
| Sep 30 2020 | n/a | n/a | US$1b |
| Jun 30 2020 | n/a | n/a | US$1b |
| Mar 31 2020 | n/a | n/a | US$1b |
| Dec 31 2019 | US$6m | US$700k | US$1b |
Compensation vs Market: Shankh's total compensation ($USD821.09M) is above average for companies of similar size in the US market ($USD14.60M).
Compensation vs Earnings: Shankh's compensation has increased by more than 20% in the past year.
CEO
Shankh Mitra (44 yo)
5.6yrs
Tenure
US$821,090,355
Compensation
Mr. Shankh S. Mitra serves as Chief Executive Officer & Chief Investment Officer at Welltower OP LLC. He serves as the Chief Executive Officer at Welltower Inc. since October 05, 2020 and serves as its Dir...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 5.6yrs | US$821.09m | 0.011% $ 16.8m | |
| Co-President & CFO | 6.7yrs | US$166.96m | 0.0033% $ 5.1m | |
| Co-President & Chief Investment Officer | 3.3yrs | US$185.81m | 0.000060% $ 91.9k | |
| VC & COO | 4.8yrs | US$100.24m | 0.00023% $ 352.2k | |
| Chief Legal Officer | 9.8yrs | US$93.46m | 0.0038% $ 5.8m | |
| Senior VP & Chief Accounting Officer | 5.5yrs | no data | 0.0030% $ 4.6m | |
| Chief Technology Officer | less than a year | no data | no data | |
| Chief Information Officer | less than a year | no data | no data | |
| Executive VP & Head of Corporate Development | 4.3yrs | no data | no data | |
| Senior VP & Head of Human Capital | 6.7yrs | no data | no data | |
| Vice President of Asset Management | 22.8yrs | no data | no data | |
| Head of Development | 7.2yrs | no data | no data |
5.5yrs
Average Tenure
43.5yo
Average Age
Experienced Management: WELL's management team is seasoned and experienced (5.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 6.1yrs | US$821.09m | 0.011% $ 16.8m | |
| Independent Chairman | 10.3yrs | US$665.13k | 0.0016% $ 2.5m | |
| Independent Director | 5yrs | US$441.63k | 0.0012% $ 1.8m | |
| Independent Director | 7.3yrs | US$429.13k | 0.00093% $ 1.4m | |
| Independent Director | 1.8yrs | US$381.63k | 0.0043% $ 6.5m | |
| Independent Director | 5yrs | US$383.13k | 0.00049% $ 750.3k | |
| Independent Director | 7.5yrs | US$420.63k | 0.0019% $ 2.9m | |
| Independent Director | 11.8yrs | US$425.13k | 0.0034% $ 5.2m | |
| Independent Director | 7.5yrs | US$378.13k | 0.0014% $ 2.2m |
7.3yrs
Average Tenure
62yo
Average Age
Experienced Board: WELL's board of directors are considered experienced (7.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/03 01:40 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Welltower Inc. is covered by 46 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| David Rodgers | Baird |
| Amanda Sweitzer | Baird |
| Joshua Raskin | Barclays |