Welltower Inc. Files 8-K on Financial Obligations and Equity Sales

Ticker: WELL · Form: 8-K · Filed: 2024-07-11T00:00:00.000Z

Sentiment: neutral

Topics: debt, equity-sale, financial-obligation

TL;DR

Welltower filed an 8-K detailing new debt and equity sales - watch for financial shifts.

AI Summary

Welltower Inc. filed an 8-K on July 11, 2024, disclosing the creation of a direct financial obligation and unregistered sales of equity securities. The filing also included other events and financial statements/exhibits, indicating significant corporate activity and potential financial restructuring or new funding.

Why It Matters

This filing signals potential changes in Welltower's capital structure and financial commitments, which could impact its debt levels and shareholder equity.

Risk Assessment

Risk Level: medium — The filing involves financial obligations and equity sales, which can introduce financial risk and impact the company's balance sheet.

Key Players & Entities

FAQ

What is the nature of the direct financial obligation created by Welltower Inc.?

The filing indicates the creation of a direct financial obligation, but the specific details of this obligation are not provided in the provided text.

What type of equity securities were sold unregistered by Welltower Inc.?

The filing mentions unregistered sales of equity securities, but the specific type and details of these securities are not detailed in the provided text.

When was this 8-K filing submitted?

The filing was submitted on July 11, 2024.

What are the primary business activities of Welltower Inc.?

Welltower Inc. is classified under Standard Industrial Classification code 6798, which pertains to Real Estate Investment Trusts.

Has Welltower Inc. operated under any previous names?

Yes, Welltower Inc. was formerly known as HEALTH CARE REIT INC /DE/ until July 3, 1992.

From the Filing

0001193125-24-177719.txt : 20240711 0001193125-24-177719.hdr.sgml : 20240711 20240711160605 ACCESSION NUMBER: 0001193125-24-177719 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 25 CONFORMED PERIOD OF REPORT: 20240711 ITEM INFORMATION: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant ITEM INFORMATION: Unregistered Sales of Equity Securities ITEM INFORMATION: Other Events ITEM INFORMATION: Financial Statements and Exhibits FILED AS OF DATE: 20240711 DATE AS OF CHANGE: 20240711 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WELLTOWER INC. CENTRAL INDEX KEY: 0000766704 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] ORGANIZATION NAME: 05 Real Estate & Construction IRS NUMBER: 341096634 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 001-08923 FILM NUMBER: 241112117 BUSINESS ADDRESS: STREET 1: 4500 DORR STREET CITY: TOLEDO STATE: OH ZIP: 43615 BUSINESS PHONE: 419-247-2800 MAIL ADDRESS: STREET 1: 4500 DORR STREET CITY: TOLEDO STATE: OH ZIP: 43615 FORMER COMPANY: FORMER CONFORMED NAME: HEALTH CARE REIT INC /DE/ DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Welltower OP LLC CENTRAL INDEX KEY: 0001917598 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] ORGANIZATION NAME: 05 Real Estate & Construction IRS NUMBER: 881538732 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 333-264093-01 FILM NUMBER: 241112118 BUSINESS ADDRESS: STREET 1: 4500 DORR STREET CITY: TOLEDO STATE: OH ZIP: 43615 BUSINESS PHONE: 4192472800 MAIL ADDRESS: STREET 1: 4500 DORR STREET CITY: TOLEDO STATE: OH ZIP: 43615 FORMER COMPANY: FORMER CONFORMED NAME: Welltower OP Inc. DATE OF NAME CHANGE: 20220329 FORMER COMPANY: FORMER CONFORMED NAME: WELL Merger Holdco Sub Inc. DATE OF NAME CHANGE: 20220316 8-K 1 d788037d8k.htm 8-K 8-K false false 0000766704 0000766704 2024-07-11 2024-07-11 0000766704 well:WelltowerOPLLCMember 2024-07-11 2024-07-11 0000766704 well:WelltowerOPLLCMember well:M4.500NotesDue2034Member 2024-07-11 2024-07-11 0000766704 us-gaap:CommonStockMember 2024-07-11 2024-07-11 0000766704 well:NotesDue20284.800Member 2024-07-11 2024-07-11 0000766704 well:NotesDue20344.500Member 2024-07-11 2024-07-11 0000766704 well:WelltowerOPLLCMember well:M4.800NotesDue2028Member 2024-07-11 2024-07-11     UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549     FORM 8-K     CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 11, 2024     Welltower Inc. Welltower OP LLC (Exact name of registrant as specified in its charter)         Welltower Inc.   Delaware   1-8923   34-1096634 (State or other jurisdiction of incorporation)   (Commission File Number)   (IRS Employer Identification No.)   4500 Dorr Street , Toledo , Ohio   43615 (Address of principal executive offices)   (Zip Code)     Welltower OP LLC   Delaware   333-264093-01   88-1538732 (State or other jurisdiction of incorporation)   (Commission File Number)   (IRS Employer Identification No.)   4500 Dorr Street , Toledo , Ohio   43615 (Address of principal executive offices)   (Zip Code) Registrant’s telephone number, including area code: ( 419 ) 247-2800 Not Applicable (Former name or former address, if changed since last report.)     Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:   ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)   ☐ Soliciting material pursuant to Rule 14a-12 under the Ex

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