Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership9,606,655 shares
Latest Disclosed Value $ 1,899,340,506
Principal Financial Group Inc reports 4.83% decrease in ownership of WELL / Welltower Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 9,606,655 shares of Welltower Inc. (MX:WELL) valued at $1,899,340,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 10,094,083 shares of Welltower Inc.. This represents a change in shares of -4.83% 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)
2026-05-04 2026-03-31 13F WELLTOWER COM 95040Q104 9,606,655 -487,428 -4.83 1,899,341 1.38 0.5178
2026-02-02 2025-12-31 13F WELLTOWER COM 95040Q104 10,094,083 -89,976 -0.88 1,873,566 3.27 0.9566
2025-11-04 2025-09-30 13F WELLTOWER COM 95040Q104 10,184,059 -249,605 -2.39 1,814,189 13.11 0.9150
2025-08-08 2025-06-30 13F WELLTOWER COM 95040Q104 10,433,664 -1,028,752 -8.98 1,603,968 -8.67 0.8479
2025-04-28 2025-03-31 13F WELLTOWER COM 95040Q104 11,462,416 -446,223 -3.75 1,756,157 17.01 0.9854
2025-01-31 2024-12-31 13F WELLTOWER COM 95040Q104 11,908,639 -266,153 -2.19 1,500,871 -3.71 0.8182
2024-10-31 2024-09-30 13F WELLTOWER COM 95040Q104 12,174,792 -264,384 -2.13 1,558,730 20.20 0.8586
2024-07-29 2024-06-30 13F WELLTOWER COM 95040Q104 12,439,176 -19,449 -0.16 1,296,788 11.40 0.7701
2024-04-29 2024-03-31 13F WELLTOWER COM 95040Q104 12,458,625 -553,875 -4.26 1,164,134 -0.78 0.6842
2024-02-07 2023-12-31 13F WELLTOWER COM 95040Q104 13,012,500 87,106 0.67 1,173,337 10.81 0.7481
2023-11-02 2023-09-30 13F WELLTOWER COM 95040Q104 12,925,394 2,596,718 25.14 1,058,848 26.73 0.7608
2023-08-07 2023-06-30 13F WELLTOWER COM 95040Q104 10,328,676 -32,493 -0.31 835,488 12.48 0.5710
2023-05-09 2023-03-31 13F WELLTOWER COM 95040Q104 10,361,169 129,026 1.26 742,792 10.75 0.5310
2023-02-09 2022-12-31 13F WELLTOWER COM 95040Q104 10,232,143 3,386,635 49.47 670,717 52.33 0.5050
2022-11-09 2022-09-30 13F WELLTOWER COM 95040Q104 6,845,508 2,230,350 48.33 440,300 15.85 0.3499
2022-08-10 2022-06-30 13F WELLTOWER COM 95040Q104 4,615,158 82,215 1.81 380,058 -12.79 0.2812
2022-05-09 2022-03-31 13F WELLTOWER COM 95040Q104 4,532,943 -39,060 -0.85 435,797 11.21 0.1730
2022-05-09 2022-03-31 13F WELLTOWER COM 95040Q104 614,023 59,032
2022-02-09 2021-12-31 13F WELLTOWER COM 95040Q104 4,572,003 -1,251,273 -21.49 391,861 -18.33 0.2339
2021-11-09 2021-09-30 13F WELLTOWER COM 95040Q104 5,823,276 -8,434,334 -59.16 479,838 -59.50 0.3129
2021-08-10 2021-06-30 13F WELLTOWER COM 95040Q104 14,257,610 187,373 1.33 1,184,807 17.56 0.7656
2021-05-10 2021-03-31 13F WELLTOWER COM 95040Q104 14,070,237 73,768 0.53 1,007,852 11.43 0.7111
2021-02-23 2020-12-31 13F/A-1 WELLTOWER COM 95040Q104 13,996,469 2,023,355 16.90 904,452 37.12 0.6699
2021-02-08 2020-12-31 13F WELLTOWER COM 95040Q104 13,996,469 2,023,355 904,452 355,825.3553
2020-11-06 2020-09-30 13F WELLTOWER COM 95040Q104 11,973,114 986,561 8.98 659,599 16.01 0.5551
2020-08-05 2020-06-30 13F WELLTOWER COM 95040Q104 10,986,553 5,066,029 85.57 568,555 109.77 0.5041
2020-05-12 2020-03-31 13F WELLTOWER COM 95040Q104 5,920,524 -3,166,724 -34.85 271,033 -63.53 0.3000
2020-02-05 2019-12-31 13F WELLTOWER COM 95040Q104 9,087,248 278,414 3.16 743,155 -6.93 0.6192
2019-11-13 2019-09-30 13F WELLTOWER COM 95040Q104 8,808,834 -215,494 -2.39 798,521 8.53 0.7041
2019-08-12 2019-06-30 13F WELLTOWER COM 95040Q104 9,024,328 305,010 3.50 735,754 8.74 0.6616
2019-05-10 2019-03-31 13F WELLTOWER COM 95040Q104 8,719,318 1,032,562 13.43 676,620 26.82 0.6303
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 7,686,756 162,623 2.16 533,538 10.25 0.5686
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 7,524,133 980,800 14.99 483,952 17.98 0.4265
2018-08-13 2018-06-30 13F WELLTOWER COM 95040Q104 6,543,333 871,018 15.36 410,202 32.86 0.3770
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 5,672,315 249,294 4.60 308,744 -10.72 0.2967
2018-02-12 2017-12-31 13F WELLTOWER COM 95040Q104 5,423,021 380,085 7.54 345,827 -2.42 0.3184
2017-11-02 2017-09-30 13F WELLTOWER COM 95040Q104 5,042,936 -1,511,637 -23.06 354,418 -27.76 0.3437
2017-08-08 2017-06-30 13F WELLTOWER COM 95040Q104 6,554,573 62,933 0.97 490,611 6.72 0.4917
2017-05-11 2017-03-31 13F WELLTOWER COM 95040Q104 6,491,640 -13,030 -0.20 459,738 5.60 0.5532
2017-02-13 2016-12-31 13F WELLTOWER COM 95040Q104 6,504,670 -577,252 -8.15 435,357 -17.78 0.5522
2016-11-10 2016-09-30 13F WELLTOWER COM 95040Q104 7,081,922 471,935 7.14 529,515 5.17 0.6993
2016-08-09 2016-06-30 13F WELLTOWER COM 95040Q104 6,609,987 97,537 1.50 503,483 11.50 0.7024
2016-05-10 2016-03-31 13F WELLTOWER COM 95040Q104 6,512,450 2,780,828 74.52 451,573 77.88 0.6556
2016-02-09 2015-12-31 13F WELLTOWER COM 95040Q104 3,731,622 -735,170 -16.46 253,862 -16.08 0.3772
2015-11-12 2015-09-30 13F/A-1 WELLTOWER COM 95040Q104 4,466,792 4,466,792 302,493 0.4753
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.