Welltower Yönetim

Yönetim kriter kontrolleri 2/4

Welltower CEO'su Shankh Mitra, Oct2020 tarihinde atandı, in görev süresi 4.17 yıldır. in toplam yıllık tazminatı $ 17.20M olup, şirket hissesi ve opsiyonları dahil olmak üzere 7% maaş ve 93% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.012% ine doğrudan sahiptir ve bu hisseler € 9.28M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.1 yıl ve 5.8 yıldır.

Anahtar bilgiler

Shankh Mitra

İcra Kurulu Başkanı

US$17.2m

Toplam tazminat

CEO maaş yüzdesi	7.0%
CEO görev süresi	4.2yrs
CEO sahipliği	0.01%
Yönetim ortalama görev süresi	4.1yrs
Yönetim Kurulu ortalama görev süresi	5.8yrs

Son yönetim güncellemeleri

Recent updates

CEO Tazminat Analizi

Shankh Mitra'un ücretlendirmesi Welltower'un kazancına kıyasla nasıl değişti?
Tarih	Toplam Tazminat	Maaş	Şirket Kazançları
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
Sep 30 2019	n/a	n/a	US$1b
Jun 30 2019	n/a	n/a	US$584m
Mar 31 2019	n/a	n/a	US$601m
Dec 31 2018	US$5m	US$700k	US$758m
Sep 30 2018	n/a	n/a	US$545m
Jun 30 2018	n/a	n/a	US$555m
Mar 31 2018	n/a	n/a	US$589m
Dec 31 2017	US$3m	US$425k	US$464m

Tazminat ve Piyasa: Shankh 'nin toplam tazminatı ($USD 17.20M ), German pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 4.86M ).

Tazminat ve Kazançlar: Shankh 'in maaşı son bir yılda %20'den fazla arttı.

CEO

Shankh Mitra (43 yo)

4.2yrs

Görev süresi

US$17,199,891

Tazminat

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...

Liderlik Ekibi

İsim	Pozisyon	Görev süresi	Tazminat	Sahiplik
Shankh Mitra	CEO & Director	4.2yrs	US$17.20m	0.012% € 9.3m
Timothy McHugh	Executive VP & CFO	5.3yrs	US$6.92m	0.0038% € 2.8m
John Burkart	Executive VP & COO	3.4yrs	US$6.05m	0.00024% € 178.5k
Matthew McQueen	Executive VP	8.4yrs	US$4.00m	0.0044% € 3.3m
Nikhil Chaudhri	Executive VP & Chief Investment Officer	1.9yrs	Veri yok	0.000040% € 29.8k
Joshua Fieweger	Senior VP & Chief Accounting Officer	4.1yrs	Veri yok	0.0024% € 1.8m
Krishna Soma	Senior Vice President of Corporate Finance	3.4yrs	Veri yok	Veri yok
Mark Hernandez	Chief Technology Officer	less than a year	Veri yok	Veri yok
John Olympitis	Senior VP & Head of Corporate Development	2.9yrs	Veri yok	Veri yok
Pam Byrne	Senior VP & Head of Human Capital	5.3yrs	Veri yok	Veri yok
Joseph Weisenburger	Senior Vice President of Relationship Management	6.9yrs	Veri yok	Veri yok
Richard Hansen	Vice President of Asset Management	21.3yrs	Veri yok	Veri yok

4.1yrs

Ortalama Görev Süresi

43yo

Ortalama Yaş

Deneyimli Yönetim: HCW 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.1 yıldır).

Yönetim Kurulu Üyeleri

İsim	Pozisyon	Görev süresi	Tazminat	Sahiplik
Shankh Mitra	CEO & Director	4.7yrs	US$17.20m	0.012% € 9.3m
Kenneth Bacon	Independent Chairman	8.9yrs	US$557.60k	0.0019% € 1.4m
Ade Patton	Independent Director	3.6yrs	US$330.10k	0.00098% € 729.0k
Kathryn Sullivan	Independent Director	5.8yrs	US$358.60k	0.0011% € 788.5k
Andrew Gundlach	Director	less than a year	Veri yok	Veri yok
Dennis Lopez	Independent Director	3.6yrs	US$331.10k	0.00056% € 416.5k
Johnese Spisso	Independent Director	6.1yrs	US$328.60k	0.0018% € 1.4m
Sergio Rivera	Independent Director	10.3yrs	US$355.10k	0.0035% € 2.6m
Karen Desalvo	Independent Director	6.1yrs	US$327.60k	0.0015% € 1.1m

5.8yrs

Ortalama Görev Süresi

61yo

Ortalama Yaş

Deneyimli Yönetim Kurulu: HCW 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.8 yıldır).

Şirket Analizi ve Finansal Veri Durumu

Veri	Son Güncelleme (UTC saati)
Şirket Analizi	2024/12/22 00:15
Gün Sonu Hisse Fiyatı	2024/12/20 00:00
Kazançlar	2024/09/30
Yıllık Kazançlar	2023/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

Paket	Veri	Zaman Çerçevesi	Örnek ABD Kaynağı ^*
Şirket Finansalları	10 yıl	Gelir tablosu Nakit akış tablosu Bilanço	SEC Form 10-K SEC Form 10-Q
Analist Konsensüs Tahminleri	+3 yıl	Finansal tahminler Analist fiyat hedefleri	Analist Araştırma Raporları Blue Matrix
Piyasa Fiyatları	30 yıl	Hisse senedi fiyatları Temettüler, Bölünmeler ve Eylemler	ICE Piyasa Verileri SEC Form S-1
Sahiplik	10 yıl	En büyük hissedarlar İçeriden öğrenenlerin ticareti	SEC Form 4 SEC Form 13D
Yönetim	10 yıl	Liderlik ekibi Yönetim Kurulu	SEC Form 10-K SEC Form DEF 14A
Önemli Gelişmeler	10 yıl	Şirket duyuruları	SEC Form 8-K

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Buradan daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları Github sayfamızda mevcuttur, ayrıca raporlarımızın nasıl kullanılacağına dair kılavuzlarımız ve Youtube'da eğitimlerimiz bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları 'da mevcuttur.

Analist Kaynakları

Welltower Inc. 46 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

Analist	Kurum
David Rodgers	Baird
Amanda Sweitzer	Baird
Joshua Raskin	Barclays

Welltower Yönetim

Yönetim kriter kontrolleri 2/4

Anahtar bilgiler

Son yönetim güncellemeleri

Welltower Inc. Announces Resignation of Diana W. Reid from the Board of Directors

Welltower Inc. Announces the Appointment of Andrew Gundlach to Its Board of Directors

Insufficient new directors

Welltower Inc., Annual General Meeting, May 23, 2024

Welltower Inc., Annual General Meeting, May 23, 2024

Welltower Inc. Announces Executive and Senior Leadership Team Promotions

Recent updates

Welltower Inc. Announces Resignation of Diana W. Reid from the Board of Directors

Third quarter dividend of US$0.67 announced

Third quarter 2024 earnings released: EPS: US$0.74 (vs US$0.24 in 3Q 2023)

Welltower Inc. has completed a Follow-on Equity Offering in the amount of $2.803178 billion.

Welltower Inc. to Report Q3, 2024 Results on Oct 28, 2024

Welltower Inc. (NYSE:WELL) acquired 174-unit complex, located at 4000 Eagan Outlets Parkway from Axis Residential, LLC for $39.8 million.

Second quarter dividend of US$0.67 announced

Welltower Inc. Declares Cash Dividend for the Quarter Ended June 30, 2024, Payable on August 21, 2024

Second quarter 2024 earnings released: EPS: US$0.42 (vs US$0.21 in 2Q 2023)

Welltower Inc. Announces the Appointment of Andrew Gundlach to Its Board of Directors

Welltower Inc. to Report Q2, 2024 Results on Jul 29, 2024

Welltower Inc. Expects to Increase its Quarterly Common Stock Dividend Beginning with the Second Quarter of 2024

Insufficient new directors

Now 20% undervalued

First quarter dividend of US$0.61 announced

Welltower Inc. Revises Earnings Guidance for the Year Ending December 31,2024

First quarter 2024 earnings released: EPS: US$0.22 (vs US$0.052 in 1Q 2023)

Welltower Inc., Annual General Meeting, May 23, 2024

Welltower Inc., Annual General Meeting, May 23, 2024

Welltower Inc. to Report Q1, 2024 Results on Apr 29, 2024

Fourth quarter dividend of US$0.61 announced

Welltower Inc. has completed a Follow-on Equity Offering in the amount of $2.592411 billion.

Full year 2023 earnings released: EPS: US$0.66 (vs US$0.31 in FY 2022)

Welltower Inc. Provides Earnings Guidance for 2024

Welltower Inc. to Report Q4, 2023 Results on Feb 13, 2024

Now 21% undervalued

An unknown buyer acquired 17 seniors housing properties and one medical office building from Welltower Inc. (NYSE:WELL) for approximately $320 million.

Third quarter 2023 earnings released: EPS: US$0.24 (vs US$0.015 loss in 3Q 2022)

An unknown buyer acquired 17 seniors housing properties and one medical office building from Welltower Inc. (NYSE:WELL) for approximately $320 million.

Welltower Inc. to Report Q3, 2023 Results on Oct 30, 2023

Now 21% undervalued

Now 21% undervalued

Welltower Inc. Declares Cash Dividend for the Quarter Ended June 30, 2023, Payable on August 23, 2023

Second quarter 2023 earnings released: EPS: US$0.21 (vs US$0.20 in 2Q 2022)

Welltower Inc. has completed a Follow-on Equity Offering in the amount of $2.317658 billion.

First quarter 2023 earnings released: EPS: US$0.052 (vs US$0.14 in 1Q 2022)

Full year 2022 earnings released: FFO per share: US$3.2 (vs US$2.87 in FY 2021)

Welltower Inc. Declares Cash Dividend for the Quarter Ended December 31, 2022, Payable on March 8, 2023

Now 21% undervalued

Welltower Inc. to Report Q4, 2022 Results on Feb 15, 2023

Welltower Inc. Announces Executive and Senior Leadership Team Promotions

High number of new directors

Third quarter 2022 earnings released: FFO per share: US$0.8 (vs US$0.82 in 3Q 2021)

Welltower Inc. (NYSE:WELL) entered into definitive agreement to acquire remaining 15% stake in Real estate and management of all skilled nursing facilities from ProMedica Health Systems, Inc.

Welltower Inc. Declares Cash Dividend for the Third Quarter Ended September 30, 2022, Payable on November 30, 2022

Welltower Inc. to Report Q3, 2022 Results on Nov 07, 2022

Welltower Inc. (NYSE:WELL) acquired East Bay Senior Housing Complex from PGIM, Inc. and Kisco Senior Living, LLC for approximately $100 million.

Upcoming dividend of US$0.61 per share

Second quarter 2022 earnings released: FFO per share: US$0.9 (vs US$0.60 in 2Q 2021)

Welltower Inc. Provides Earnings Guidance for the Quarter Ended September 30, 2022

Sunrise Senior Living Introduces The Apsley on Manhattan’s Upper West Side

Welltower Inc. to Report Q2, 2022 Results on Aug 09, 2022

Welltower Inc. Raises Earnings Guidance for the Second Quarter 2022

Welltower Inc. Introducing Earnings Guidance for the Quarter Ended June 30, 2022

First quarter 2022 earnings released: EPS: US$0.14 (vs US$0.17 in 1Q 2021)

Welltower Inc. (NYSE:WELL) acquired Three Senior Housing Properties Located in Vancouver, Washington from Rood Investments, LLC.

High number of new directors

Welltower Inc. to Report Q1, 2022 Results on May 10, 2022

Welltower Inc., Annual General Meeting, May 23, 2022

National Health Investors Enters into A Settlement Agreement with Welltower, Welltower Victory II TRS LLC, and WELL Churchill Leasehold Owner LLC

Welltower Inc. (NYSE:WELL) agreed to acquire portfolios comprise 2,787 units across 33 communities throughout Michigan, Ohio and Tennessee for approximately $550 million.

Upcoming dividend of US$0.61 per share

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Reuben Brothers acquired a 50% stake in Avery Healthcare Group Limited from Welltower Inc. (NYSE:WELL).

CEO Tazminat Analizi

CEO

Görev süresi

Tazminat

Liderlik Ekibi