Welltower Inc. 8-K Report: Key Financial Insights & Debt Instruments Overview

Based on the provided section of the financial report, here are the key insights and important information extracted:

1. Entity Identification:

• Company Name: Welltower Inc.
• CIK: 0000766704
• State of Incorporation: Delaware (DE)

2. Filing Details:

• Filing Type: 8-K
• Filing Date: January 2, 2025
• SEC File Number: 34-1096634

3. Contact Information:

• Address: 4500 Dorr Street, Toledo, OH 43615
• Phone: (419) 247-2800

4. Stock Information:

• Common Stock: $1.00 par value per share
• Ticker Symbol: WELL
• Exchange: NYSE

5. Debt Instruments:

• 4.800% Notes Due 2028:
• • Issuer: Welltower OP LLC
  • Ticker Symbol: WELL/28
  • Exchange: NYSE
• 4.500% Notes Due 2034:
• • Issuer: Welltower OP LLC
  • Ticker Symbol: WELL/34
  • Exchange: NYSE

6. Key Dates:

• The report covers a specific context period from January 2, 2025, to January 2, 2025, implying that the information is relevant as of that date.

7. Stock Classifications:

• The report includes classifications under the US GAAP for common stock and specific guarantees related to the issuer's debt notes.

Insights:

• Focus on Debt Instruments: The presence of guaranteed notes indicates that Welltower is likely engaged in financing activities, and the specifics of these notes (interest rates and due dates) suggest a structured approach to capital management.
• Recent Filing: The filing being an 8-K indicates that this could be a significant event or update regarding the company’s financial situation or operational changes.
• Common Stock: The par value of the common stock is relatively standard, indicating a typical structure for equity financing.

This information is critical for stakeholders looking to understand Welltower Inc.'s financial position, capital structure, and any recent developments that may affect their investment decisions.