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SEC Schedule, 12-29, Real Estate Companies, Investment in Mortgage Loans on Real Estate, New Mortgage Loan

Welltower SEC Schedule, 12-29, Real Estate Companies, Investment in Mortgage Loans on Real Estate, New Mortgage Loan remained flat by 0.0% to $72.34M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 43.6%, from $128.35M to $72.34M. Over 4 years (FY 2021 to FY 2025), SEC Schedule, 12-29, Real Estate Companies, Investment in Mortgage Loans on Real Estate, New Mortgage Loan shows a downward trend with a -23.5% CAGR.

Analysis

StatementIncome Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ1 2018
Last reportedQ4 2025Feb 12, 2026

How to read this metric

An increase suggests active capital deployment into debt-based real estate investments, potentially seeking higher yields.

Detailed definition

The total principal amount of new mortgage loans originated or acquired by the company during the period. This represent...

Peer comparison

Commonly reported by REITs that operate mortgage lending segments or hold significant real estate debt portfolios.

Metric ID: other_mortgage_loans_on_real_estate_new_mortgage_loans

Historical Data

5 years
 FY'21FY'22FY'23FY'24FY'25
Value$842.91M$33.56M$313.88M$513.38M$289.34M
YoY Change-96.0%+835.4%+63.6%-43.6%
Range$33.56M$842.91M
CAGR-23.5%
Avg YoY Growth+189.8%
Median YoY Growth+10.0%

SEC Schedule, 12-29, Real Estate Companies, Investment in Mortgage Loans on Real Estate, New Mortgage Loan at Other Companies

Frequently Asked Questions

What is Welltower's sec schedule, 12-29, real estate companies, investment in mortgage loans on real estate, new mortgage loan?
Welltower (WELL) reported sec schedule, 12-29, real estate companies, investment in mortgage loans on real estate, new mortgage loan of $72.34M in Q4 2025.
How has Welltower's sec schedule, 12-29, real estate companies, investment in mortgage loans on real estate, new mortgage loan changed year-over-year?
Welltower's sec schedule, 12-29, real estate companies, investment in mortgage loans on real estate, new mortgage loan decreased by 43.6% year-over-year, from $128.35M to $72.34M.
What is the long-term trend for Welltower's sec schedule, 12-29, real estate companies, investment in mortgage loans on real estate, new mortgage loan?
Over 4 years (2021 to 2025), Welltower's sec schedule, 12-29, real estate companies, investment in mortgage loans on real estate, new mortgage loan has grown at a -23.5% compound annual growth rate (CAGR), from $842.91M to $289.34M.
What does sec schedule, 12-29, real estate companies, investment in mortgage loans on real estate, new mortgage loan mean?
The total value of new mortgage loans provided or purchased by the company during the reporting period.