Gift or transfer — classified separately from trades.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
View the official recordSEC Form 4 — Statement of Changes in Beneficial OwnershipAll the details
Dates, kept separate
Transaction date
Sep 29, 2026
Reporting period
Not applicable
Filed with the SEC
Sep 30, 2026
CFOGift / transfer
Context
Classification
gift transfer
Code G — gift, bequest or transfer
Planned / mechanical clue
Footnote references vesting of compensation awards
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001193125-26-409228
Filed / recorded
Sep 30, 2026, 9:05 PM UTC
Added to OQRO
Oct 2, 2026, 12:29 PM UTC
Parser
form4-xml-v1
Data quality
Verified: identifiers matched exactly
Issuer
WELLTOWER INC.
Issuer CIK
766704
Ticker
WELL
Reporting person
Timothy Mchugh
Relationship
Officer
Officer title
Co-President and CFO
Security
OP Units
Table
Derivative (Table II)
Transaction date
Sep 29, 2026
Transaction code
G
Shares / units
2,150
Price per share
$0.00
Acquired / disposed
Disposed (D)
Shares owned after
884,647
Ownership form
Direct
Amendment
No
Footnotes from the filing
Represents Class A Common Units ("OP Units") of Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer. The OP Units were received on the conversion of membership interests in Welltower OP designated as LTIP Units ("LTIP Units"). Those LTIP Units were originally granted to the reporting person without cash consideration on February 16, 2021. The LTIP Units converted into OP Units once they had both vested and satisfied the minimum allocations to their capital accounts for federal income tax purposes. OP Units may be exchanged on a one-for-one basis for Common Shares of the Issuer, or for the equivalent cash value of Common Shares, as determined by the Issuer. The OP Units are currently exchangeable and have no expiration date.
Represents a bona fide gift of OP Units to a donor-advised fund (DAF) for charitable purposes.
In connection with the gift, the same number of Other Stock Units issued under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan, which were issued when the LTIP Units that converted into the gifted OP Units were issued, were immediately cancelled for no consideration in accordance with their terms.