Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionAtlantic Trust, LLC
Latest Disclosed Ownership871 shares
Latest Disclosed Value $ 172,205
Atlantic Trust, LLC ownership in WELL / Welltower Inc.

On May 6, 2026 - Atlantic Trust, LLC filed a 13F-HR form disclosing ownership of 871 shares of Welltower Inc. (US:WELL) valued at $172,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 871 shares of Welltower Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $173,843 USD.

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)
2026-05-06 2026-03-31 13F WELLTOWER COM 95040Q104 871 0 0.00 172 6.83 0.0281
2026-02-09 2025-12-31 13F WELLTOWER COM 95040Q104 871 0 0.00 162 3.87 0.0254
2025-11-10 2025-09-30 13F WELLTOWER COM 95040Q104 871 0 0.00 155 16.54 0.0265
2025-08-08 2025-06-30 13F WELLTOWER COM 95040Q104 871 176 25.32 134 25.47 0.0253
2025-05-09 2025-03-31 13F Welltower Inc REIT Com 95040Q104 695 0 0.00 106 21.84 0.0237
2025-02-10 2024-12-31 13F Welltower Inc REIT Com 95040Q104 695 0 0.00 88 -1.14 0.0189
2024-11-13 2024-09-30 13F Welltower Inc REIT Com 95040Q104 695 -20 -2.80 89 18.92 0.0213
2024-08-09 2024-06-30 13F Welltower Inc REIT Com 95040Q104 715 0 0.00 75 12.12 0.0185
2024-05-10 2024-03-31 13F Welltower Inc REIT Com 95040Q104 715 0 0.00 67 3.13 0.0175
2024-02-06 2023-12-31 13F Welltower Inc REIT Com 95040Q104 715 0 0.00 64 10.34 0.0176
2023-11-13 2023-09-30 13F Welltower Inc REIT Com 95040Q104 715 0 0.00 59 13.73 0.0193
2023-08-08 2023-06-30 13F Welltower Inc REIT Com 95040Q104 715 -2,309 -76.36 51 -76.39 0.0165
2023-05-10 2023-03-31 13F Welltower Inc REIT COM 95040Q104 3,024 -16 -0.53 217 0.0692
2023-02-01 2022-12-31 13F Welltower Inc REIT COM 95040Q104 3,040 0 0.00 0 -100.00 0.0667
2022-11-14 2022-09-30 13F Welltower Inc REIT COM 95040Q104 3,040 0 0.00 196 -21.91 0.0682
2022-08-11 2022-06-30 13F Welltower Inc REIT COM 95040Q104 3,040 0 0.00 251 -14.04 0.1909
2022-05-16 2022-03-31 13F Welltower Inc REIT COM 95040Q104 3,040 0 0.00 292 12.31 0.1893
2022-02-09 2021-12-31 13F Welltower Inc REIT Com 95040Q104 3,040 0 0.00 260 3.59 0.1534
2021-11-02 2021-09-30 13F Welltower Inc REIT Com 95040Q104 3,040 0 0.00 251 -0.40 0.1590
2021-08-12 2021-06-30 13F Welltower Com 95040Q104 3,040 715 30.75 252 50.90 0.1644
2021-04-30 2021-03-31 13F Welltower Com 95040Q104 2,325 -715 -23.52 167 -14.80 0.1236
2021-02-16 2020-12-31 13F Welltower Com 95040Q104 3,040 0 0.00 196 17.37 0.1165
2020-10-23 2020-09-30 13F Welltower Com 95040Q104 3,040 0 0.00 167 6.37 0.1326
2020-08-17 2020-06-30 13F Welltower Com 95040Q104 3,040 0 0.00 157 12.95 0.1323
2020-05-12 2020-03-31 13F Welltower Com 95040Q104 3,040 0 0.00 139 -44.18 0.1257
2020-02-03 2019-12-31 13F Welltower Inc REIT Com 95040Q104 3,040 0 0.00 249 -9.78 0.1824
2019-11-07 2019-09-30 13F Welltower Com 95040Q104 3,040 0 0.00 276 11.29 0.2151
2019-07-31 2019-06-30 13F Welltower Com 95040Q104 3,040 0 0.00 248 5.08 0.1980
2019-05-13 2019-03-31 13F Welltower Com 95040Q104 3,040 0 0.00 236 11.85 0.1970
2019-02-13 2018-12-31 13F/A-1 Welltower Inc REIT Com 95040Q104 3,040 0 0.00 211 7.65 0.1962
2019-02-13 2018-12-31 13F Welltower Inc REIT Com 95040Q104 3,040 211
2018-11-15 2018-09-30 13F Welltower COM 95040Q104 3,040 0 0.00 196 2.62 0.1504
2018-08-20 2018-06-30 13F Welltower Com 95040Q104 3,040 715 30.75 191 50.39 0.1706
2018-05-15 2018-03-31 13F Welltower COM 95040Q104 2,325 -9,480 -80.30 127 -83.13 0.1090
2018-02-14 2017-12-31 13F Welltower Com 95040Q104 11,805 755 6.83 753 -3.09 0.5147
2017-11-17 2017-09-30 13F Welltower Inc REIT Com 95040Q104 11,050 -16,764 -60.27 777 -56.54 0.5781
2017-08-21 2017-06-30 13F Welltower Com 95040Q104 27,814 -2,214 -7.37 1,788 -15.94 1.4112
2017-06-19 2017-03-31 13F Welltower COM 95040Q104 30,028 1,011 3.48 2,127 9.53 1.7607
2017-06-14 2016-12-31 13F Welltower COM 95040Q104 29,017 29,017 1,942 1.7446
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.