Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionCENTRAL TRUST Co
Latest Disclosed Ownership66,875 shares
Latest Disclosed Value $ 13,221,857
CENTRAL TRUST Co reports 0.24% decrease in ownership of WELL / Welltower Inc.

On April 17, 2026 - CENTRAL TRUST Co filed a 13F-HR form disclosing ownership of 66,875 shares of Welltower Inc. (US:WELL) valued at $13,221,856 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 67,035 shares of Welltower Inc.. This represents a change in shares of -0.24% during the quarter. The current value of the position is $13,347,581 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)
2026-04-17 2026-03-31 13F WELLTOWER COM 95040Q104 66,875 -160 -0.24 13,222 6.26 0.1408
2026-02-02 2025-12-31 13F WELLTOWER COM 95040Q104 67,035 -3,333 -4.74 12,442 -0.74 0.2437
2025-11-06 2025-09-30 13F WELLTOWER COM 95040Q104 70,368 -152 -0.22 12,535 15.63 0.2620
2025-08-07 2025-06-30 13F WELLTOWER COM 95040Q104 70,520 -358 -0.51 10,841 -0.17 0.2501
2025-04-18 2025-03-31 13F WELLTOWER COM 95040Q104 70,878 -1,925 -2.64 10,859 18.35 0.2670
2025-01-24 2024-12-31 13F WELLTOWER COM 95040Q104 72,803 -402 -0.55 9,175 -2.10 0.2248
2024-10-22 2024-09-30 13F WELLTOWER COM 95040Q104 73,205 -1,821 -2.43 9,372 19.83 0.2196
2024-08-05 2024-06-30 13F WELLTOWER COM 95040Q104 75,026 -2,216 -2.87 7,821 8.37 0.1916
2024-04-24 2024-03-31 13F WELLTOWER COM 95040Q104 77,242 -3,913 -4.82 7,217 -1.37 0.1797
2024-01-24 2023-12-31 13F WELLTOWER COM 95040Q104 81,155 -2,274 -2.73 7,318 7.07 0.1945
2023-10-26 2023-09-30 13F WELLTOWER COM 95040Q104 83,429 -970 -1.15 6,835 0.10 0.1971
2023-07-26 2023-06-30 13F WELLTOWER COM 95040Q104 84,399 -965 -1.13 6,827 11.57 0.1905
2023-04-19 2023-03-31 13F WELLTOWER COM 95040Q104 85,364 -875 -1.01 6,120 8.26 0.1790
2023-01-26 2022-12-31 13F WELLTOWER COM 95040Q104 86,239 -1,500 -1.71 5,653 0.16 0.1743
2022-11-17 2022-09-30 13F/A-2 WELLTOWER COM 95040Q104 87,739 -420 -0.48 5,643 -22.27 0.1935
2022-11-04 2022-09-30 13F/A-1 WELLTOWER COM 95040Q104 88,159 0 7,260 0.1302
2022-11-03 2022-09-30 13F WELLTOWER COM 95040Q104 88,159 0 7,260 0.1302
2022-08-09 2022-06-30 13F WELLTOWER COM 95040Q104 88,159 347 0.40 7,260 -14.00 0.2394
2022-05-03 2022-03-31 13F WELLTOWER COMMON STOCK 95040Q104 87,812 -1,145 -1.29 8,442 10.64 0.2415
2022-02-08 2021-12-31 13F WELLTOWER COMMON STOCK 95040Q104 88,957 -1,706 -1.88 7,630 2.13 0.2150
2021-10-19 2021-09-30 13F WELLTOWER COMMON STOCK 95040Q104 90,663 -2,759 -2.95 7,471 -3.76 0.2663
2021-07-23 2021-06-30 13F WELLTOWER COMMON STOCK 95040Q104 93,422 -15 -0.02 7,763 15.99 0.2816
2021-04-23 2021-03-31 13F WELLTOWER COMMON STOCK 95040Q104 93,437 -470 -0.50 6,693 10.30 0.2619
2021-01-29 2020-12-31 13F WELLTOWER COMMON STOCK 95040Q104 93,907 -65 -0.07 6,068 17.23 0.2481
2020-10-22 2020-09-30 13F WELLTOWER COMMON STOCK 95040Q104 93,972 4,725 5.29 5,176 12.08 0.2343
2020-07-14 2020-06-30 13F WELLTOWER COMMON STOCK 95040Q104 89,247 1,300 1.48 4,618 14.68 0.2316
2020-04-17 2020-03-31 13F WELLTOWER COMMON STOCK 95040Q104 87,947 1,083 1.25 4,027 -43.31 0.2467
2020-01-21 2019-12-31 13F WELLTOWER COMMON STOCK 95040Q104 86,864 -313 -0.36 7,104 -10.10 0.3634
2019-10-28 2019-09-30 13F WELLTOWER COMMON STOCK 95040Q104 87,177 285 0.33 7,902 6.77 0.4452
2019-07-12 2019-06-30 13F WELLTOWER COMMON STOCK 95040Q104 86,892 -4,162 -4.57 7,401 4.74 0.4215
2019-04-26 2019-03-31 13F WELLTOWER COMMON STOCK 95040Q104 91,054 -356 -0.39 7,066 11.38 0.4215
2019-01-08 2018-12-31 13F WELLTOWER COMMON STOCK 95040Q104 91,410 444 0.49 6,344 8.43 0.4217
2018-10-04 2018-09-30 13F WELLTOWER COMMON STOCK 95040Q104 90,966 17,677 24.12 5,851 27.33 0.3401
2018-07-09 2018-06-30 13F WELLTOWER COMMON STOCK 95040Q104 73,289 -1,212 -1.63 4,595 13.32 0.2931
2018-04-04 2018-03-31 13F WELLTOWER COMMON STOCK 95040Q104 74,501 -19,391 -20.65 4,055 -32.27 0.2575
2018-01-23 2017-12-31 13F WELLTOWER COMMON STOCK 95040Q104 93,892 -4,616 -4.69 5,987 -13.52 0.3645
2017-10-17 2017-09-30 13F WELLTOWER COMMON STOCK 95040Q104 98,508 -2,551 -2.52 6,923 -8.49 0.4476
2017-07-14 2017-06-30 13F WELLTOWER COMMON STOCK 95040Q104 101,059 572 0.57 7,565 6.31 0.5001
2017-04-06 2017-03-31 13F WELLTOWER COMMON STOCK 95040Q104 100,487 -11,465 -10.24 7,116 -5.03 0.4736
2017-01-24 2016-12-31 13F WELLTOWER COMMON STOCK 95040Q104 111,952 -21,846 -16.33 7,493 -25.10 0.5161
2016-10-24 2016-09-30 13F WELLTOWER COMMON STOCK 95040Q104 133,798 -4,022 -2.92 10,004 -4.70 0.7295
2016-08-08 2016-06-30 13F WELLTOWER COMMON STOCK 95040Q104 137,820 -4,141 -2.92 10,497 6.63 0.7853
2016-04-11 2016-03-31 13F WELLTOWER COMMON STOCK 95040Q104 141,961 5,629 4.13 9,844 6.13 0.7769
2016-01-21 2015-12-31 13F WELLTOWER COMMON STOCK 95040Q104 136,332 14,899 12.27 9,275 11.75 0.7660
2015-10-14 2015-09-30 13F WELLTOWER COMMON STOCK 95040Q104 121,433 121,433 8,300 0.7221
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.