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Welltower10-K: Supply chain disruption

36% of Seniors Housing Operating revenue is concentrated with just three management partners.

What happened

Welltower has a significant revenue concentration risk, with Care UK (14%), Cogir Management Company (12%), and Sunrise Senior Living (10%) accounting for over a third of its Seniors Housing Operating revenues. This dependency on a few key partners for property management creates a potential point of failure, making the company potentially receptive to solutions for partner performance...

Source

SEC EDGARFeb 12, 2026

Annual report (Form 10-K)

Welltower 10-K for FY2025

Filing excerpt

We rely on our partners to manage these properties effectively and efficiently. For the year ended December 31, 2025, Care UK, Cogir Management Company and Sunrise Senior Living accounted for 14%, 12% and 10% of Seniors Housing Operating Segment revenues, respectively.

sec.gov/Archives/edgar/data/766704/000076670426000010/well-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 12, 2026

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The full record

From the Signal API record

Numbers

Percent
36% (Portion of Seniors Housing Operating Segment revenues from top 3 partners (Care UK 14%, Cogir 12%, Sunrise 10%) for the year ended December 31, 2025.)

Details

CIK
766704
Accession number
0000766704-26-000010
Timeframe
Current year
Filing year
2026
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
supplyChainDisruption

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/ace20612-2c4d-4001-a395-a77ae99fe68c returns this record as JSON. POST /v1/companies/enrich returns every signal for welltower.com.

{
  "signal_id": "ace20612-2c4d-4001-a395-a77ae99fe68c",
  "signal_type": "sec-10k",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-02-17T06:28:43.269+00:00",
  "company": {
    "name": "Welltower",
    "domain": "welltower.com"
  },
  "data": {
    "detail": "Welltower has a significant revenue concentration risk, with Care UK (14%), Cogir Management Company (12%), and Sunrise Senior Living (10%) accounting for over a third of its Seniors Housing Operating revenues. This dependency on a few key partners for property management creates a potential point of failure, making the company potentially receptive to solutions for partner performance management, risk mitigation, and operational oversight.",
    "metrics": {
      "pct": 0.36,
      "timeframe": "current_year",
      "pct_context": "Portion of Seniors Housing Operating Segment revenues from top 3 partners (Care UK 14%, Cogir 12%, Sunrise 10%) for the year ended December 31, 2025."
    },
    "summary": "36% of Seniors Housing Operating revenue is concentrated with just three management partners.",
    "excerpts": "We rely on our partners to manage these properties effectively and efficiently. For the year ended December 31, 2025, Care UK, Cogir Management Company and Sunrise Senior Living accounted for 14%, 12% and 10% of Seniors Housing Operating Segment revenues, respectively.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/766704/000076670426000010/well-20251231.htm",
    "filing_date": "2026-02-12",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations"
  }
}

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