Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionJustInvest LLC
Latest Disclosed Ownership91,371 shares
Latest Disclosed Value $ 18,064,960
JustInvest LLC reports 8.47% increase in ownership of WELL / Welltower Inc.

On May 14, 2026 - JustInvest LLC filed a 13F-HR form disclosing ownership of 91,371 shares of Welltower Inc. (MX:WELL) valued at $18,064,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 84,237 shares of Welltower Inc.. This represents a change in shares of 8.47% 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)
2026-05-14 2026-03-31 13F WELLTOWER COM 95040Q104 91,371 7,134 8.47 18,065 15.54 0.1773
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 84,237 6,384 8.20 15,635 12.73 0.1525
2025-10-31 2025-09-30 13F WELLTOWER COM 95040Q104 77,853 1,965 2.59 13,870 18.88 0.1421
2025-07-25 2025-06-30 13F WELLTOWER COM 95040Q104 75,888 10,269 15.65 11,668 16.05 0.1317
2025-05-14 2025-03-31 13F WELLTOWER COM 95040Q104 65,619 6,636 11.25 10,053 35.25 0.1482
2025-02-10 2024-12-31 13F WELLTOWER COM 95040Q104 58,983 2,356 4.16 7,434 2.54 0.1123
2024-11-12 2024-09-30 13F WELLTOWER COM 95040Q104 56,627 5,632 11.04 7,250 36.95 0.1168
2024-08-12 2024-06-30 13F WELLTOWER COM 95040Q104 50,995 5,118 11.16 5,294 23.50 0.1008
2024-05-09 2024-03-31 13F WELLTOWER COM 95040Q104 45,877 5,164 12.68 4,287 16.75 0.0920
2024-02-08 2023-12-31 13F WELLTOWER COM 95040Q104 40,713 2,821 7.44 3,671 18.27 0.0953
2023-11-08 2023-09-30 13F WELLTOWER COM 95040Q104 37,892 2,941 8.41 3,104 9.80 0.0928
2023-07-28 2023-06-30 13F WELLTOWER COM 95040Q104 34,951 3,352 10.61 2,827 24.81 0.0866
2023-05-10 2023-03-31 13F WELLTOWER COM 95040Q104 31,599 3,001 10.49 2,265 20.86 0.0787
2023-02-10 2022-12-31 13F WELLTOWER COM 95040Q104 28,598 3,396 13.48 1,875 15.61 0.0774
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 25,202 -414 -1.62 1,621 -23.14 0.0733
2022-08-12 2022-06-30 13F/A-1 WELLTOWER COM 95040Q104 25,616 4,216 19.70 2,109 2.53 0.0977
2022-08-09 2022-06-30 13F WELLTOWER COM 95040Q104 25,616 4,216 2,109 0.0977
2022-05-16 2022-03-31 13F WELLTOWER COM 95040Q104 21,400 5,970 38.69 2,057 55.48 0.0996
2022-02-23 2021-12-31 13F WELLTOWER COM 95040Q104 15,430 2,531 19.62 1,323 24.46 0.0780
2021-11-09 2021-09-30 13F WELLTOWER COM 95040Q104 12,899 1,583 13.99 1,063 13.09 0.0955
2021-08-11 2021-06-30 13F/A-1 WELLTOWER COM 95040Q104 11,316 3,668 47.96 940 71.53 0.0984
2021-07-21 2021-06-30 13F WELLTOWER COM 95040Q104 7,648 0 548 0.0834
2021-04-28 2021-03-31 13F WELLTOWER COM 95040Q104 7,648 3,340 77.53 548 97.12 0.0830
2021-01-20 2020-12-31 13F/A-1 WELLTOWER COM 95040Q104 4,308 333 8.38 278 26.94 0.0605
2020-10-26 2020-09-30 13F WELLTOWER COM 95040Q104 3,975 3,975 219 0.0614
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.