UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-8923 WELLTOWER INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of Incorporation) 450 ...

Financial Data and Key Metrics Changes - Total revenue increased by 29% year-over-year, driven by organic growth and significant capital deployment over the last 18 months [7] - Same-store senior housing operating portfolio revenue rose by 11.5% year-over-year, with a 5% occupancy growth and 4.5% REVPOR growth [7] - Same-store NOI growth was 15.4% in Q2, with annual EBITDA exceeding $2 billion [7][8] - Normalized FFO per diluted share was $0.86, representing an 8.9% year-over-year growth [53][54] Business Line Data and Key Metrics Changes - The outpatient medical business saw a 2.5% same-store NOI growth year-over-year, with occupancy increasing by 30 basis points [32] - Senior housing operating platform revenue growth was led by the U.S. and UK, with respective growth rates of 13.1% and 14.7% [33] - Senior housing triple-net portfolio same-store NOI increased by 9.9% year-over-year, driven by improved rent collections [55] Market Data and Key Metrics Changes - The overall market experienced a rebound in demand, particularly in the second half of July, leading to increased move-ins [15][36] - Average occupancy for the portfolio in July was up over 40 basis points in the same-store portfolio [36] - The traffic in July was comparable to June, indicating a recovery trend [36] Company Strategy and Development Direction - The company is focused on long-term earnings and cash flow growth, emphasizing occupancy, rates, labor costs, and external growth opportunities [64] - A significant capital deployment of $1.1 billion occurred in Q2, with a robust pipeline of high-quality opportunities [22][24] - The company is transforming its operating platform to enhance operational excellence and efficiency in senior housing [39][47] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from COVID-19 but noted that the impact is lessening, with quicker rebounds observed [65] - There is confidence in driving occupancy and rate growth due to a sharp increase in the senior population and reduced new supply [68] - Management remains focused on long-term value creation despite short-term challenges [30] Other Important Information - The company has about 120 senior housing properties generating negative cash flow, which could significantly improve as they stabilize [10][96] - The company is implementing a data analytics platform to enhance operational results and customer experience [47][50] Q&A Session Summary Question: Can you discuss the impact of high-frequency data on future projections? - Management acknowledged the noise in high-frequency data and emphasized the importance of focusing on long-term trends despite short-term fluctuations [73][76] Question: What are the expectations for pricing power and margins in the senior housing space? - Management noted that street rates are significantly increasing, which should translate into continued pricing power and improved margins [82][84] Question: How is the company addressing labor cost growth in different care segments? - Management indicated that capital allocation is driven by opportunity sets rather than labor costs, which can be priced in [88][89] Question: What is the trajectory of recurring CapEx spend? - Management explained that the increase in CapEx is due to a combination of deferred spending and value-add opportunities from recent acquisitions [92][93] Question: What is the NOI drag from the 120 senior housing facilities generating negative cash flow? - Management refrained from providing specific numbers but indicated that these properties are expected to stabilize faster than the overall portfolio [95][96]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to (Mark One) Commission file number: 1-8923 ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 WELLTOWER INC. For the quarterly period ended June 30, 2022 (Exact name of registrant as specified in its charter) (State or other jurisdiction of Incorporation) 4500 Dor ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-8923 (Welltower Inc.) 333-264093-01 (Welltower OP Inc.) WELLTOWER INC. WELLTOWER OP INC. (Exact name of registrant as specified i ...

Welltower Inc. (NYSE:WELL) Q4 2021 Earnings Conference Call February 16, 2022 9:00 AM ET Company Participants Matt McQueen - General Counsel Shankh Mitra - Chief Executive Officer John Burkart - Chief Operating Officer Tim McHugh - Chief Financial Officer Conference Call Participants Jonathan Hughes - Raymond James Nick Joseph - Citi Vikram Malhotra - Mizuho Derek Johnston - Deutsche Bank Steve Sakwa - Evercore ISI Rich Hill - Morgan Stanley Juan Sanabria - BMO Capital Markets Mike Mueller - JPMorgan Connor ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____ Commission File Number 1-8923 WELLTOWER INC. (Exact name of registrant as specified in its charter) Delaware 34-1096634 (State or other jurisdiction of incorporatio ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q For the transition period from to Commission file number: 1-8923 WELLTOWER INC. (Exact name of registrant as specified in its charter) (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Delaware 34-1096634 (State or other jurisdiction o ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-8923 WELLTOWER INC. (Exact name of registrant as specified in its charter) Delaware 34-1096634 (State or other jurisdiction of Inc ...

Welltower Inc. (NYSE:WELL) Q1 2021 Earnings Conference Call April 29, 2021 9:00 AM ET Company Participants Matt McQueen - General Counsel Shankh Mitra - CEO and CIO Timothy McHugh - EVP and CFO Conference Call Participants Rich Anderson - SMBC Jordan Sadler - KeyBanc Nick Joseph - Citi Vikram Malhotra - Morgan Stanley Derek Johnston - Deutsche Bank Michael Carroll - RBC Capital Markets Jonathan Hughes - Raymond James Mike Mueller - JPMorgan Juan Sanabria - BMO Capital Markets Connor Siversky - Berenberg Ste ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-8923 WELLTOWER INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of Incorporation) Delawar ...