PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 6:57 AM ET

Sponsor Check › Management entity

W

Welltower Inc.

Management entity named on Form D filings · CA · Oct 12, 2018 → Oct 12, 2018

1deal (issuers)
$7.71Mreported sold
44investors
1Form D filing
2018year on file
Follow this entityLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Welltower Inc. is a management entity listed as an executive officer, director, and promoter on 1 SEC Form D filing by 1 issuer in Oct 2018: Mission Viejo Partners II, LLC (Mission Viejo, CA — commercial — 2018; $7.71M reported sold to 44 investors).

What this means One deal on file with the SEC, filed Oct 2018. A Form D is the notice a company files after it starts selling a private investment — it is a notice, not an approval.

Listed alongside Eileen Haubl (1 shared filing), Michael Beck (1 shared filing), Mission Hospital Regional Medical Center (1 shared filing, management entity) and Terry Wooten (1 shared filing).

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Welltower. Each name links to their own page.

The issuer belongs to the sponsor group Group linked by Michael Beck (2 issuers, $12M reported sold, 2015–2018).

What this means A sponsor group is one team that sets up a new company for each deal. Group linked by Michael Beck has 2 companies on file and $12M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, LA, ME, MO, MS, MT, NASAA, NC, NH, NM, OR, RI, TX, WA) — 5 court cases matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 6 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 1 public filing for Welltower Inc. and found 3 differences, 2 worth asking the sponsor about: 100% of the money raised went to insiders; Form D filed 71 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Welltower Inc. has not run yet — it is joining a line of 21,920 names; searches run around the clock at the hosts' allowed rate. Searched so far: 363 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

5 cases: 1 open, 2 closed (disposition not in docket feed), 2 dismissed

Biswas v. Welltower Inc. open
District Court, E.D. California · No. 1:26-cv-07923 · Filed Sep 28, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1330 Breach of Contract
Role of Welltower Inc.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (CA)
Street v. Welltower Inc. closed
District Court, D. Connecticut · No. 3:20-cv-01112 · Filed Aug 5, 2020 · Closed May 13, 2021
Role of Welltower Inc.: Defendant · Outcome: Terminated 2021-05-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state)
Cates v. Welltower Inc closed
District Court, N.D. Texas · No. 3:19-cv-00523 · Filed Mar 1, 2019 · Closed Sep 3, 2019
Role of Welltower Inc: Defendant · Outcome: Terminated 2019-09-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TX (not the issuer's state)
Welltower Inc. v. Turner dismissed
District Court, N.D. Ohio · No. 3:17-cv-00564 · Filed Mar 17, 2017 · Closed Mar 15, 2018 · Nature of suit: 190 Other contract actions
Role of Welltower Inc.: Plaintiff · Outcome: Terminated 2018-03-15 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OH (not the issuer's state)
Welltower Inc. v. Passage Healthcare Property, LLC dismissed
District Court, N.D. Ohio · No. 3:17-cv-00402 · Filed Feb 27, 2017 · Closed Mar 15, 2018 · Nature of suit: 190 Other contract actions
Role of Welltower Inc.: Plaintiff · Outcome: Terminated 2018-03-15 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OH (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: NV (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Welltower Inc...

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for IA, IN, KS, MI, NE, NV (see docs/state-regulators.md).

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Passage Midland Meadows Operations, LLC v. Welltower Inc. closed
United States Bankruptcy Court, S.D. West Virginia · No. 3:17-ap-03010 · Filed Apr 19, 2017 · Closed Feb 16, 2018
Role of Welltower Inc.: Defendant · Outcome: Case closed 2018-02-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in WV (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

3 differences found between the filings for Welltower Inc. — 2 worth asking about (compared 1 filing on Oct 24, 2026)

Note · Aug 5, 1991 – Sep 13, 2026

7 bankruptcy cases name the subject or team members

Bankruptcy case: Wiercioch v. Mission Viejo Oso Parkway Development, LP — filed Sep 13, 2026 · Bankruptcy case: L.p. Mission Viejo Family Partnership — filed Jan 26, 1996 · Bankruptcy case: Micro Warehouse [mission Viejo] Inc. — filed Jan 5, 1995 · Bankruptcy case: Mission Viejo Transmission, Inc. — filed Jun 29, 1994 · Bankruptcy case: Mission Viejo Medical Office Building v. Robert C. Wilson Company — filed May 13, 1992 · and 2 more

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, C.D. California ↗Mission Viejo Partners II, LLC — PartnerFacts page ↗Docket · United States Bankruptcy Court, C.D. California ↗Docket · United States Bankruptcy Court, C.D. California ↗
Sources
Worth asking · Oct 12, 2018

100% of the money raised went to insiders — Mission Viejo Partners II, LLC

The Oct 12, 2018 Form D reports $7,710,000 sold and $7,710,000 of the proceeds used for payments to officers, directors or promoters. Issuer's note: "Proceeds of offering will be used to reduce Mission Hospital Regional Medical Center's investment in the Issuer.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Oct 12, 2018 ↗Mission Viejo Partners II, LLC — PartnerFacts page ↗
Sources
Worth asking · Aug 2, 2018 – Oct 12, 2018

Form D filed 71 days after the first sale — Mission Viejo Partners II, LLC

The filing says the first sale was Aug 2, 2018. The Form D was filed Oct 12, 2018 — 71 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 56 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Oct 12, 2018 ↗Mission Viejo Partners II, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 1 offering report sales commissions; 0 report finder's fees; 1 reports proceeds to related persons totalling $7,710,000.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 12, 2018 D
Mission Viejo Partners II, LLC
File 021-323379
$0$0$7,710,000
Proceeds of offering will be used to reduce Mission Hospital Regional Medical Center's investment in the Issuer.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this entity is listed on (latest filing per offering, per issuer).

Deals 1

Every issuer that named Welltower Inc. on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

MV
Commercial · group: Group linked by Michael Beck

Mission Viejo Partners II, LLC

Mission Viejo, CA · Oct 12, 2018
  • Oct 12, 2018 · D · $7,710,000 sold of $7,710,000 · 44 investors · min. $10,000 · role: Executive Officer, Director, Promoter (JV Member and Manager) EDGAR ↗

Raised $7.71M from 44 investors (100% of the $7.71M target) as of the latest filing. Welltower is listed as executive officer, director, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Welltower 4

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

MH
Management entity

Mission Hospital Regional Medical Center

Executive Officer, Director, Promoter · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Welltower Inc.. Their page shows their other deals.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Beck

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Welltower Inc.. Their page shows their other deals.

EH
No photo found yet (own website and image search run after this page is viewed)
Person

Eileen Haubl

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Welltower Inc.. Their page shows their other deals.

TW
No photo found yet (own website and image search run after this page is viewed)
Person

Terry Wooten

Director · 1 shared filing (1 issuer)

Listed on the same filings as Welltower Inc.. Their page shows their other deals.

The team behind the deals

GL
Sponsor group

Group linked by Michael Beck

2 issuers · 3 filings · $12M reported sold · 2015–2018

One team, 2 deal companies. Welltower Inc. is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Welltower Inc..

Same business address

1 other issuer file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Welltower Inc..

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Welltower Inc. is matched through the issuers it is listed on; property records are tied to issuers, not to management companies, on this site. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 1 issuer this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Welltower Inc. is listed on: none on file. No website or social profile named in Mission Viejo Partners II, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #246,967 of 374,652 in line (564 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Mission Viejo, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn companies ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

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