Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionPnc Financial Services Group, Inc.
Latest Disclosed Ownership227,950 shares
Latest Disclosed Value $ 45,067,994
Pnc Financial Services Group, Inc. reports 1.56% increase in ownership of WELL / Welltower Inc.

On May 8, 2026 - Pnc Financial Services Group, Inc. filed a 13F-HR form disclosing ownership of 227,950 shares of Welltower Inc. (MX:WELL) valued at $45,067,994 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 224,453 shares of Welltower Inc.. This represents a change in shares of 1.56% 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)
2026-05-08 2026-03-31 13F WELLTOWER COM 95040Q104 227,950 3,497 1.56 45,068 8.18 0.0043
2026-02-06 2025-12-31 13F WELLTOWER COM 95040Q104 224,453 3,293 1.49 41,661 5.74 0.0228
2025-11-07 2025-09-30 13F WELLTOWER COM 95040Q104 221,160 3,100 1.42 39,397 17.53 0.0239
2025-08-08 2025-06-30 13F WELLTOWER COM 95040Q104 218,060 -1,400 -0.64 33,522 -0.30 0.0216
2025-05-09 2025-03-31 13F WELLTOWER COM 95040Q104 219,460 6,645 3.12 33,623 25.36 0.0176
2025-02-07 2024-12-31 13F WELLTOWER COM 95040Q104 212,815 -2,660 -1.23 26,821 -2.78 0.0179
2024-11-08 2024-09-30 13F WELLTOWER COM 95040Q104 215,475 2,711 1.27 27,587 24.38 0.0176
2024-08-09 2024-06-30 13F WELLTOWER COM 95040Q104 212,764 -6,821 -3.11 22,181 8.10 0.0148
2024-05-10 2024-03-31 13F WELLTOWER COM 95040Q104 219,585 839 0.38 20,518 4.03 0.0143
2024-03-22 2023-12-31 13F/A-1 WELLTOWER COM 95040Q104 218,746 -7,788 -3.44 19,724 6.29 0.0155
2024-02-09 2023-12-31 13F WELLTOWER COM 95040Q104 218,746 -7,788 19,724 0.0032
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 226,534 -4,650 -2.01 18,558 -0.76 0.0159
2023-08-11 2023-06-30 13F WELLTOWER COM 95040Q104 231,184 269 0.12 18,700 12.96 0.0159
2023-05-15 2023-03-31 13F WELLTOWER COM 95040Q104 230,915 -11,494 -4.74 16,554 4.19 0.0145
2023-02-10 2022-12-31 13F WELLTOWER COM 95040Q104 242,409 -3,550 -1.44 15,890 0.44 0.0153
2022-11-10 2022-09-30 13F WELLTOWER COM 95040Q104 245,959 -3,883 -1.55 15,820 -23.11 0.0165
2022-08-12 2022-06-30 13F WELLTOWER COM 95040Q104 249,842 -5,805 -2.27 20,575 -16.29 0.0202
2022-05-12 2022-03-31 13F WELLTOWER COM 95040Q104 255,647 -11,229 -4.21 24,578 7.37 0.0215
2022-02-11 2021-12-31 13F WELLTOWER COM 95040Q104 266,876 -1,905 -0.71 22,890 3.35 0.0189
2021-11-05 2021-09-30 13F WELLTOWER COM 95040Q104 268,781 -9,115 -3.28 22,147 -4.10 0.0205
2021-08-06 2021-06-30 13F WELLTOWER COM 95040Q104 277,896 -5,659 -2.00 23,095 13.71 0.0209
2021-05-07 2021-03-31 13F WELLTOWER COM 95040Q104 283,555 -5,559 -1.92 20,311 8.72 0.0197
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 289,114 -14,114 -4.65 18,682 11.83 0.0189
2020-11-06 2020-09-30 13F WELLTOWER COM 95040Q104 303,228 -32,554 -9.69 16,706 -3.87 0.0206
2020-08-28 2020-06-30 13F/A-1 WELLTOWER COM 95040Q104 335,782 -69,943 -17.24 17,378 -6.44 0.0231
2020-08-07 2020-06-30 13F WELLTOWER COM 95040Q104 335,782 -69,943 17,378 3,608.3402
2020-05-08 2020-03-31 13F WELLTOWER COM 95040Q104 405,725 -34,417 -7.82 18,575 -48.40 0.0234
2020-02-07 2019-12-31 13F WELLTOWER COM 95040Q104 440,142 -10,188 -2.26 35,995 -11.82 0.0354
2019-11-08 2019-09-30 13F WELLTOWER COM 95040Q104 450,330 -8,583 -1.87 40,822 9.10 0.0407
2019-08-09 2019-06-30 13F WELLTOWER COM 95040Q104 458,913 -11,765 -2.50 37,417 2.44 0.0367
2019-05-10 2019-03-31 13F WELLTOWER COM 95040Q104 470,678 -10,375 -2.16 36,525 9.39 0.0366
2019-02-08 2018-12-31 13F WELLTOWER COM 95040Q104 481,053 -19,539 -3.90 33,391 3.71 0.0372
2018-11-09 2018-09-30 13F WELLTOWER COM 95040Q104 500,592 -33,555 -6.28 32,198 -3.84 0.0306
2018-08-10 2018-06-30 13F WELLTOWER COM 95040Q104 534,147 -76,364 -12.51 33,485 0.77 0.0330
2018-05-11 2018-03-31 13F WELLTOWER COM 95040Q104 610,511 -281,019 -31.52 33,229 -41.55 0.0327
2018-02-09 2017-12-31 13F WELLTOWER COM 95040Q104 891,530 -33,363 -3.61 56,853 -12.54 0.0552
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 924,893 18,358 2.03 65,001 -4.20 0.0675
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 906,535 -6,905 -0.76 67,854 4.89 0.0729
2017-05-12 2017-03-31 13F WELLTOWER COM 95040Q104 913,440 -3,777 -0.41 64,690 5.38 0.0716
2017-02-10 2016-12-31 13F WELLTOWER COM 95040Q104 917,217 -66,119 -6.72 61,387 -16.51 0.0700
2016-11-04 2016-09-30 13F WELLTOWER COM 95040Q104 983,336 -9,700 -0.98 73,524 -2.79 0.0856
2016-08-05 2016-06-30 13F WELLTOWER COM 95040Q104 993,036 63,957 6.88 75,638 17.41 0.0886
2016-05-06 2016-03-31 13F WELLTOWER COM 95040Q104 929,079 33,359 3.72 64,423 5.72 0.0753
2016-02-05 2015-12-31 13F WELLTOWER COM 95040Q104 895,720 -4,197 -0.47 60,935 -0.01 0.0718
2015-11-06 2015-09-30 13F WELLTOWER COM 95040Q104 899,917 899,917 60,943 0.0728
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.