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Welltower Inc. (WELL) operating KPIs

WELLNYSEReal Estate Investment TrustsFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 27, 2026Score 10/30171% above fair value
$234.60+1.43 (+0.61%)

Close on Oct 30, 2026Market cap $169.09BP/E 107.6Yield 1.20%

Welltower schedule IV Rollforward: New Mortgage Loans Originated & Funded ($M)

Annual figures from Welltower's filings and investor materials

Latest, 2025
289
Period ended Dec 31, 2025
Change on a year earlier
-43.7%
513 in 2024
History
11 years
Since 2015
Sources
9
Documents cited below

Annual history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedSchedule IV Rollforward: New Mortgage Loans Originated & Funded ($M)Year on yearSource
2025Dec 31, 2025289-43.7%WELL Form 10-K (XBRL RealEstateInvestments), filed 2026-02-12 ↗
2024Dec 31, 2024513+63.6%WELL Form 10-K (XBRL RealEstateInvestments), filed 2026-02-12 ↗
2023Dec 31, 2023314+834.2%WELL Form 10-K (XBRL RealEstateInvestments), filed 2026-02-12 ↗
2022Dec 31, 202233.6-96.0%WELL Form 10-K (XBRL RealEstateInvestments), filed 2025-02-12 ↗
2021Dec 31, 2021843+293.5%WELL Form 10-K (XBRL RealEstateInvestments), filed 2024-02-15 ↗
2020Dec 31, 2020214–WELL Form 10-K (XBRL RealEstateInvestments), filed 2023-02-21 ↗
2019Dec 31, 20190-100.0%WELL Form 10-K (XBRL RealEstateInvestments), filed 2022-02-16 ↗
2018Dec 31, 201825.3+277.6%WELL Form 10-K (XBRL RealEstateInvestments), filed 2021-02-10 ↗
2017Dec 31, 20176.70-18.3%WELL Form 10-K (XBRL RealEstateInvestments), filed 2020-02-14 ↗
2016Dec 31, 20168.20-98.4%WELL Form 10-K (XBRL RealEstateInvestments), filed 2019-02-25 ↗
2015Dec 31, 2015524–WELL Form 10-K (XBRL RealEstateInvestments), filed 2018-02-28 ↗

Cite this data

StockData. (2026). Welltower Schedule IV Rollforward: New Mortgage Loans Originated & Funded ($M), annual 2015–2025 [Data set]. Compiled from Welltower SEC filings and investor materials. https://stockdatahq.com/stocks/well/kpis/sched4-loans-new

See every metric in the Welltower KPI table. Data updated Oct 28, 2026.