| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| Jonathan Jackson IL01 | 1 | +$8.0K | Bought Feb 11, 26 | |
| Jefferson Shreve IN06 | 1 | −$75.0K | Sold May 12, 25 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| Feb 11, 26 | Jonathan Jackson IL01 | Spouse | Buy | $1,001 - $15,000 | Mar 12, 26 (29d) | |
| May 12, 25 | Jefferson Shreve IN06 | Self | Sell | $50,001 - $100,000 | Jun 22, 25 (41d) |
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Aug 25, 2026 | Gundlach AndrewDirector | Purchase at price 239.47 - 242.06 per share. | 10K | $2.41M |
| Aug 19, 2026 | Lopez Dennis GDirector | Stock Award(Grant) at price 237.40 per share. | 73 | $17.33K |
| Jun 25, 2026 | Mitra ShankhChief Executive Officer | Stock Gift at price 0.00 per share. | 3.9K | — |
| May 28, 2026 | Mchugh TimothyPresident | Stock Award(Grant) at price 173.32 per share. | 11 | $1.91K |
| May 28, 2026 | Mitra ShankhChief Executive Officer | Stock Award(Grant) at price 173.32 per share. | 17 | $2.95K |
| May 26, 2026 | Mitra ShankhChief Executive Officer | Stock Gift at price 0.00 per share. | 162 | — |
| May 20, 2026 | Lopez Dennis GDirector | Stock Award(Grant) at price 216.01 per share. | 63 | $13.61K |
| Apr 30, 2026 | Bacon Kenneth JDirector | — | 2.6K | — |
| Feb 25, 2026 | Lopez Dennis GDirector | Stock Award(Grant) at price 0.00 per share. | 1.8K | — |
| Feb 25, 2026 | Desalvo Karen BDirector | Stock Award(Grant) at price 0.00 per share. | 1.1K | — |
| Feb 25, 2026 | Spisso Johnese MDirector | Stock Award(Grant) at price 0.00 per share. | 1.1K | — |
| Feb 25, 2026 | Rivera Sergio DavidDirector | Stock Award(Grant) at price 0.00 per share. | 1.1K | — |
| Feb 12, 2026 | Mcqueen Matthew GrantOfficer | Stock Gift at price 0.00 per share. | 541 | — |
| Dec 30, 2025 | Lopez Dennis GDirector | Stock Award(Grant) at price 0.00 per share. | 57 | — |
| Dec 15, 2025 | Mchugh TimothyPresident | Stock Gift at price 0.00 per share. | 500 | — |
| Nov 27, 2025 | Burkart John FChief Operating Officer | Stock Award(Grant) at price 208.22 per share. | 39 | $8.12K |
| Nov 27, 2025 | Mchugh TimothyPresident | Stock Award(Grant) at price 208.22 per share. | 53 | $11.04K |
| Nov 27, 2025 | Chaudhri NikhilPresident | Stock Award(Grant) at price 208.22 per share. | 31 | $6.46K |
| Nov 27, 2025 | Mcqueen Matthew GrantOfficer | Stock Award(Grant) at price 208.22 per share. | 71 | $14.78K |
| Nov 27, 2025 | Mitra ShankhChief Executive Officer | Stock Award(Grant) at price 208.22 per share. | 64 | $13.33K |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.5 | 10.0 | -4.5 | 9.9 | -5.5 | 10.5 | 3.3 | 0.8 | -2.5 | 0.0 | +24.1% | ||
| 2025 | 8.3 | 12.5 | -0.2 | -0.4 | 1.1 | -0.4 | 7.4 | 1.9 | 5.9 | 1.6 | 15.0 | -10.9 | +47.3% |
| 2024 | -4.1 | 6.5 | 1.4 | 2.0 | 8.8 | 0.6 | 6.7 | 8.5 | 6.1 | 5.4 | 2.4 | -8.8 | +39.8% |
| 2023 | 14.5 | -1.2 | -3.3 | 10.5 | -5.8 | 8.4 | 1.6 | 0.9 | -1.2 | 2.1 | 6.6 | 1.2 | +37.6% |
| 2022 | 1.0 | -3.9 | 15.4 | -5.5 | -1.9 | -7.6 | 4.8 | -11.2 | -16.1 | -5.1 | 16.4 | -7.7 | −23.6% |
| 2021 | -6.2 | 12.0 | 5.5 | 4.7 | -0.3 | 11.1 | 4.5 | 0.8 | -5.9 | -2.4 | -1.0 | 7.7 | +32.7% |
| 2020 | 3.8 | -11.9 | -38.8 | 11.9 | -1.1 | 2.1 | 3.5 | 7.4 | -4.2 | -2.4 | 17.1 | 2.6 | −21.0% |
| 2019 | 11.6 | -4.1 | 4.4 | -4.0 | 9.0 | 0.4 | 2.0 | 7.7 | 1.2 | 0.0 | -6.7 | -3.3 | +17.8% |
| 2018 | -6.0 | -12.5 | 3.7 | -1.8 | 7.9 | 8.7 | -0.1 | 6.6 | -3.6 | 2.7 | 9.5 | -4.0 | +8.8% |
| 2017 | -0.9 | 6.2 | 0.6 | 0.9 | 1.5 | 3.2 | -2.0 | -0.2 | -4.0 | -4.7 | 0.7 | -5.5 | −4.7% |
| 2016 | -8.5 | 2.5 | 8.7 | 0.1 | -0.7 | 10.5 | 4.1 | -3.3 | -2.6 | -8.3 | -8.4 | 6.6 | −1.6% |
| 2015 | 8.3 | -5.9 | 0.3 | -6.9 | -2.4 | -6.6 | 5.7 | -8.7 | 6.9 | -4.2 | -2.6 | 7.7 | −10.1% |
| 2014 | 8.1 | 1.4 | 1.5 | 5.9 | 0.2 | -0.9 | 1.5 | 6.2 | -7.7 | 14.0 | 3.6 | 2.7 | +41.3% |
| 2013 | 2.5 | 2.1 | 5.9 | 10.4 | -9.3 | -1.5 | -3.8 | -4.7 | 1.5 | 4.0 | -13.7 | -4.3 | −12.6% |
| 2012 | 4.9 | -4.8 | 1.0 | 3.2 | -2.2 | 5.1 | 6.7 | -6.1 | -1.2 | 2.9 | -0.9 | 4.1 | +12.4% |
| 2011 | 3.0 | 6.4 | 0.4 | 2.5 | -1.1 | -1.4 | 0.7 | -3.4 | -8.2 | 12.6 | -4.8 | 8.7 | +14.5% |
| 2010 | -3.0 | -1.5 | 6.8 | -0.7 | -4.1 | -2.2 | 7.6 | 1.4 | 3.1 | 7.9 | -9.4 | 2.9 | +7.5% |
| 2009 | -10.4 | -18.6 | -0.6 | 11.4 | 0.5 | -0.4 | 17.5 | 6.6 | -2.6 | 6.6 | 0.4 | -0.5 | +5.0% |
| 2008 | -4.2 | -3.9 | 9.6 | 7.4 | -0.3 | -7.9 | 12.1 | 4.0 | 2.6 | -16.4 | -14.6 | 11.1 | −5.6% |
| 2007 | 8.8 | -4.3 | -2.0 | 3.1 | -3.2 | -7.8 | -9.0 | 8.7 | 10.9 | 0.1 | 1.2 | -0.3 | +3.9% |
Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.
Buy / hold / sell counts