Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership3,560,107 shares
Latest Disclosed Value $ 694,793,170
Ameriprise Financial Inc reports 31.11% increase in ownership of WELL / Welltower Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 3,560,107 shares of Welltower Inc. (MX:WELL) valued at $694,793,170 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,715,378 shares of Welltower Inc.. This represents a change in shares of 31.11% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WELLTOWER COM 95040Q104 3,560,107 844,729 31.11 694,793 40.15 0.0298
2026-02-17 2025-12-31 13F WELLTOWER COM 95040Q104 2,715,378 -56,869 -2.05 495,761 2.03 0.0206
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 2,772,247 -86,030 -3.01 485,898 11.81 0.0205
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 2,858,277 209,720 7.92 434,569 8.83 0.1071
2025-05-14 2025-03-31 13F WELLTOWER COM 95040Q104 2,648,557 1,045,507 65.22 399,314 102.16 0.1078
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 1,603,050 -90,398 -5.34 197,528 -6.82 0.0507
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 1,693,448 -242,130 -12.51 211,994 6.98 0.0544
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 1,935,578 -125,232 -6.08 198,168 4.60 0.0536
2024-05-15 2024-03-31 13F WELLTOWER COM 95040Q104 2,060,810 21,940 1.08 189,461 3.66 0.0521
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 2,038,870 -264,470 -11.48 182,773 -2.39 0.0547
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 2,303,340 -163,586 -6.63 187,240 -5.53 0.0615
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 2,466,926 159,910 6.93 198,207 21.09 0.0621
2023-05-22 2023-03-31 13F/A-1 WELLTOWER COM 95040Q104 2,307,016 -260,975 -10.16 163,691 0.12 0.0537
2023-05-15 2023-03-31 13F ALLSPRING MULTI-SECTOR INCOM COM 95040Q104 2,307,016 -260,975 163,691 0.0099
2023-02-14 2022-12-31 13F WELLTOWER COM 95040Q104 2,567,991 -118,189 -4.40 163,494 -4.69 0.0560
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 2,686,180 1,390 0.05 171,546 -19.55 0.0634
2022-08-15 2022-06-30 13F WELLTOWER COM 95040Q104 2,684,790 -260,026 -8.83 213,222 -22.31 0.0744
2022-05-16 2022-03-31 13F WELLTOWER COM 95040Q104 2,944,816 38,664 1.33 274,454 13.75 0.0810
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 2,906,152 153,052 5.56 241,288 6.36 0.0667
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 2,753,100 -360,174 -11.57 226,854 -12.52 0.0725
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 3,113,274 143,126 4.82 259,313 21.89 0.0802
2021-05-17 2021-03-31 13F WELLTOWER COM 95040Q104 2,970,148 748,289 33.68 212,751 48.19 0.0707
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 2,221,859 803,598 56.66 143,562 83.74 0.0509
2020-11-16 2020-09-30 13F WELLTOWER COM 95040Q104 1,418,261 83,165 6.23 78,133 13.52 0.0318
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 1,335,096 289,690 27.71 68,825 43.85 0.0295
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 1,045,406 52,357 5.27 47,846 -41.09 0.0251
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 993,049 -13,577 -1.35 81,225 -11.00 0.0338
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 1,006,626 -68,909 -6.41 91,259 4.09 0.0409
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 1,075,535 54,648 5.35 87,677 10.68 0.0393
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 1,020,887 -111,543 -9.85 79,216 0.65 0.0364
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 1,132,430 -253,479 -18.29 78,702 -24.03 0.0394
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 1,385,909 410,634 42.10 103,596 69.40 0.0362
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 975,275 -56,219 -5.45 61,154 8.90 0.0271
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 1,031,494 -86,283 -7.72 56,158 -21.03 0.0254
2018-02-12 2017-12-31 13F WELLTOWER COM 95040Q104 1,117,777 -63,368 -5.36 71,116 -14.31 0.0324
2017-11-07 2017-09-30 13F WELLTOWER COM 95040Q104 1,181,145 -44,543 -3.63 82,990 -9.53 0.0395
2017-08-10 2017-06-30 13F WELLTOWER COM 95040Q104 1,225,688 -97,162 -7.34 91,731 -2.07 0.0459
2017-05-05 2017-03-31 13F WELLTOWER COM 95040Q104 1,322,850 -48,782 -3.56 93,673 2.02 0.0485
2017-02-03 2016-12-31 13F WELLTOWER COM 95040Q104 1,371,632 176,987 14.82 91,820 2.80 0.0501
2016-11-08 2016-09-30 13F WELLTOWER COM 95040Q104 1,194,645 159,729 15.43 89,323 13.31 0.0500
2016-08-08 2016-06-30 13F WELLTOWER COM 95040Q104 1,034,916 129,325 14.28 78,830 25.54 0.0462
2016-05-12 2016-03-31 13F WELLTOWER COM 95040Q104 905,591 -13,961 -1.52 62,793 0.38 0.0375
2016-02-11 2015-12-31 13F WELLTOWER COM 95040Q104 919,552 4,768 0.52 62,558 0.99 0.0367
2015-11-12 2015-09-30 13F WELLTOWER COM 95040Q104 914,784 914,784 61,947 0.0384
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.