Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership111,752 shares
Latest Disclosed Value $ 22,094,488
Utah Retirement Systems reports 0.19% increase in ownership of WELL / Welltower Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 111,752 shares of Welltower Inc. (MX:WELL) valued at $22,094,488 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 111,542 shares of Welltower Inc.. This represents a change in shares of 0.19% 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 111,752 210 0.19 22,094 6.72 0.2258
2026-02-17 2025-12-31 13F WELLTOWER COM 95040Q104 111,542 998 0.90 20,703 5.13 0.1970
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 110,544 6,907 6.66 19,692 23.60 0.1913
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 103,637 1,434 1.40 15,932 1.75 0.1664
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 102,203 0 0.00 15,659 21.57 0.1806
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 102,203 2,500 2.51 12,881 0.91 0.1419
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 99,703 2,200 2.26 12,765 25.58 0.1440
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 97,503 1,400 1.46 10,165 13.20 0.1207
2024-05-15 2024-03-31 13F WELLTOWER COM 95040Q104 96,103 3,000 3.22 8,980 6.96 0.1050
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 93,103 7,600 8.89 8,395 19.86 0.1069
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 85,503 200 0.23 7,004 1.51 0.1001
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 85,303 1,200 1.43 6,900 14.45 0.0957
2023-05-16 2023-03-31 13F WELLTOWER COM 95040Q104 84,103 200 0.24 6,029 9.64 0.0872
2023-02-15 2022-12-31 13F WELLTOWER COM 95040Q104 83,903 800 0.96 5,500 2.88 0.0872
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 83,103 2,100 2.59 5,345 -19.88 0.0891
2022-08-16 2022-06-30 13F WELLTOWER COM 95040Q104 81,003 3,300 4.25 6,671 -10.71 0.1068
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 77,703 -1,400 -1.77 7,471 10.11 0.0994
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 79,103 2,700 3.53 6,785 7.77 0.0838
2021-11-16 2021-09-30 13F WELLTOWER COM 95040Q104 76,403 -3,200 -4.02 6,296 -4.82 0.0851
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 79,603 -600 -0.75 6,615 15.14 0.0851
2021-05-17 2021-03-31 13F WELLTOWER COM 95040Q104 80,203 -3,600 -4.30 5,745 6.09 0.0801
2021-02-16 2020-12-31 13F WELLTOWER COM 95040Q104 83,803 -26,968 -24.35 5,415 -11.26 0.0769
2020-11-16 2020-09-30 13F WELLTOWER COM 95040Q104 110,771 900 0.82 6,102 7.32 0.1013
2020-08-13 2020-06-30 13F/A-1 WELLTOWER COM 95040Q104 109,871 3,900 3.68 5,686 17.21 0.1044
2020-08-13 2020-06-30 13F WELLTOWER COM 95040Q104 109,871 3,900 5,686 104,361.1048
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 105,971 900 0.86 4,851 -43.54 0.1049
2020-02-12 2019-12-31 13F WELLTOWER COM 95040Q104 105,071 500 0.48 8,592 -9.36 0.1510
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 104,571 600 0.58 9,479 11.83 0.1804
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 103,971 1,654 1.62 8,476 6.76 0.1623
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 102,317 1,019 1.01 7,939 12.91 0.1573
2019-02-08 2018-12-31 13F WELLTOWER COM 95040Q104 101,298 700 0.70 7,031 8.67 0.1590
2018-11-13 2018-09-30 13F WELLTOWER COM 95040Q104 100,598 3,100 3.18 6,470 5.84 0.1253
2018-08-10 2018-06-30 13F WELLTOWER COM 95040Q104 97,498 4,200 4.50 6,113 20.36 0.1265
2018-05-15 2018-03-31 13F WELLTOWER COM 95040Q104 93,298 3,500 3.90 5,079 -11.31 0.1080
2018-02-14 2017-12-31 13F WELLTOWER COM 95040Q104 89,798 5,100 6.02 5,727 -3.80 0.1204
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 84,698 400 0.47 5,953 -5.66 0.1339
2017-08-08 2017-06-30 13F WELLTOWER COM 95040Q104 84,298 2,282 2.78 6,310 8.64 0.1471
2017-05-11 2017-03-31 13F WELLTOWER COM 95040Q104 82,016 2,100 2.63 5,808 8.58 0.1389
2017-02-10 2016-12-31 13F WELLTOWER COM 95040Q104 79,916 1,100 1.40 5,349 -9.23 0.1345
2016-11-07 2016-09-30 13F WELLTOWER COM 95040Q104 78,816 700 0.90 5,893 -0.96 0.1525
2016-08-03 2016-06-30 13F WELLTOWER COM 95040Q104 78,116 2,100 2.76 5,950 12.88 0.1586
2016-05-10 2016-03-31 13F WELLTOWER COM 95040Q104 76,016 1,300 1.74 5,271 3.72 0.1429
2016-02-11 2015-12-31 13F WELLTOWER COM 95040Q104 74,716 1,200 1.63 5,082 2.09 0.1378
2015-11-03 2015-09-30 13F WELLTOWER COM 95040Q104 73,516 73,516 4,978 0.1425
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.