Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionCohen & Steers, Inc.
Latest Disclosed Ownership36,139,692 shares
Ownership 5.18%
Cohen & Steers, Inc. ownership in WELL / Welltower Inc.

2026-05-15 - Cohen & Steers, Inc. has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 36,139,692 shares of Welltower Inc. (US:WELL). This represents 5.18 percent ownership of the company. In their previous filing dated 2026-02-13 , Cohen & Steers, Inc. had reported owning 33,804,723 shares, indicating an increase of 6.91 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-05-15 2026-05-15 13G 33,804,723 36,139,692 6.91 5.18 5.07
2026-02-13 2026-02-13 13G/A 33,804,723 33,804,723 0.00 4.93 0.00
2026-01-08 2026-01-08 13G/A 34,062,384 33,804,723 -0.76 4.93 -3.14
2025-11-14 2025-11-14 13G/A 38,636,212 34,062,384 -11.84 5.09 -19.72
2024-11-14 2024-11-14 13G/A 41,632,051 38,636,212 -7.20 6.34 -15.35
2024-02-14 2024-02-14 13G/A 48,058,043 41,632,051 -13.37 7.49 -26.35
2023-02-14 2023-02-14 13G/A 46,820,079 48,058,043 2.64 10.17 0.69
2022-11-10 2022-11-10 13G/A 34,743,873 46,820,079 34.76 10.10 26.57
2022-02-14 2022-02-14 13G 11,767,904 34,743,873 195.24 7.98 182.98
2021-02-16 2021-02-16 13G/A 23,664,635 11,767,904 -50.27 2.82 -51.63
2020-02-14 2020-02-14 13G/A 25,701,263 23,664,635 -7.92 5.83 -14.77
2019-02-14 2019-02-14 13G 11,803,266 25,701,263 117.75 6.84 104.79
2016-02-16 2016-02-16 13G/A 11,803,266 3.34

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 35,845,277 2,331,605 6.96 7,087 13.92 12.3095
2026-02-13 2025-12-31 13F Welltower COM 95040Q104 33,513,672 -55,663 -0.17 6,221 4.03 11.2463
2025-11-14 2025-09-30 13F Welltower COM 95040Q104 33,569,335 -1,605,549 -4.56 5,980 10.58 10.7864
2025-08-14 2025-06-30 13F Welltower COM 95040Q104 35,174,884 -644,334 -1.80 5,407 -1.46 9.9148
2025-05-15 2025-03-31 13F Welltower COM 95040Q104 35,819,218 -2,091,429 -5.52 5,488 14.86 10.1433
2025-02-13 2024-12-31 13F Welltower COM 95040Q104 37,910,647 -115,091 -0.30 4,778 -1.87 9.0483
2024-11-14 2024-09-30 13F Welltower COM 95040Q104 38,025,738 -890,355 -2.29 4,868 20.02 8.6622
2024-08-13 2024-06-30 13F Welltower COM 95040Q104 38,916,093 -617,035 -1.56 4,057 9.83 8.5042
2024-05-15 2024-03-31 13F Welltower COM 95040Q104 39,533,128 -1,313,080 -3.21 3,694 0.27 7.7309
2024-02-14 2023-12-31 13F Welltower COM 95040Q104 40,846,208 77,093 0.19 3,683 10.30 7.4524
2023-11-14 2023-09-30 13F Welltower COM 95040Q104 40,769,115 2,760,840 7.26 3,339 8.62 7.6777
2023-08-14 2023-06-30 13F Welltower COM 95040Q104 38,008,275 -6,300,845 -14.22 3,074 -3.21 6.4770
2023-05-15 2023-03-31 13F Welltower COM 95040Q104 44,309,120 -3,215,872 -6.77 3,176 -99.90 6.8628
2023-02-14 2022-12-31 13F Welltower COM 95040Q104 47,524,992 7,380,563 18.39 3,115,366 20.67 6.8762
2022-11-14 2022-09-30 13F Welltower COM 95040Q104 40,144,429 6,010,798 17.61 2,581,775 -8.16 5.7765
2022-08-15 2022-06-30 13F Welltower COM 95040Q104 34,133,631 -1,065,866 -3.03 2,811,162 -16.94 5.5214
2022-05-16 2022-03-31 13F Welltower COM 95040Q104 35,199,497 766,616 2.23 3,384,634 14.60 5.6701
2022-02-14 2021-12-31 13F Welltower COM 95040Q104 34,432,881 6,643,837 23.91 2,953,345 28.96 4.7988
2021-11-15 2021-09-30 13F Welltower COM 95040Q104 27,789,044 9,698,150 53.61 2,290,038 52.33 4.2749
2021-08-16 2021-06-30 13F Welltower COM 95040Q104 18,090,894 9,623,065 113.64 1,503,367 147.85 2.8557
2021-05-17 2021-03-31 13F Welltower COM 95040Q104 8,467,829 -3,300,075 -28.04 606,556 -20.24 1.2996
2021-02-16 2020-12-31 13F Welltower COM 95040Q104 11,767,904 -16,386,756 -58.20 760,441 -50.97 1.8277
2020-11-16 2020-09-30 13F Welltower COM 95040Q104 28,154,660 -6,365,722 -18.44 1,551,040 -13.18 4.1293
2020-08-14 2020-06-30 13F Welltower COM 95040Q104 34,520,382 89,280 0.26 1,786,430 13.33 4.9852
2020-05-15 2020-03-31 13F Welltower COM 95040Q104 34,431,102 11,052,984 47.28 1,576,256 -17.55 5.0870
2020-02-14 2019-12-31 13F Welltower COM 95040Q104 23,378,118 -679,224 -2.82 1,911,862 -12.33 4.7559
2019-11-14 2019-09-30 13F Welltower COM 95040Q104 24,057,342 -2,027,569 -7.77 2,180,798 2.54 5.4643
2019-08-14 2019-06-30 13F Welltower COM 95040Q104 26,084,911 548,699 2.15 2,126,703 7.32 5.8982
2019-05-15 2019-03-31 13F Welltower COM 95040Q104 25,536,212 670,633 2.70 1,981,610 14.81 5.4974
2019-02-14 2018-12-31 13F Welltower COM 95040Q104 24,865,579 2,173,416 9.58 1,725,920 18.25 5.4906
2018-11-16 2018-09-30 13F/A-1 Welltower COM 95040Q104 22,692,163 14,386,204 173.20 1,459,560 180.31 4.2434
2018-11-14 2018-09-30 13F Welltower COM 95040Q104 22,692,163 14,386,204 1,459,560
2018-08-14 2018-06-30 13F Welltower COM 95040Q104 8,305,959 8,292,288 60,656.05 520,701 69,886.69 1.4911
2018-05-14 2018-03-31 13F Welltower COM 95040Q104 13,671 -3,407,512 -99.60 744 -99.66 0.0023
2018-02-14 2017-12-31 13F Welltower COM 95040Q104 3,421,183 1,637,900 91.85 218,169 74.08 0.6029
2017-11-14 2017-09-30 13F Welltower COM 95040Q104 1,783,283 1,783,283 125,329 0.3420
2016-11-14 2016-09-30 13F Welltower COM 95040Q104 0 -3,028,378 -100.00 0 -100.00
2016-08-22 2016-06-30 13F/A-2 Welltower COM 95040Q104 3,028,378 -4,654,504 -60.58 230,672 -56.70 0.5970
2016-08-18 2016-06-30 13F/A-1 Welltower COM 95040Q104 73,000 -2,955,378 6,644 0.0174
2016-08-15 2016-06-30 13F Welltower COM 95040Q104 3,028,378 230,672
2016-05-16 2016-03-31 13F Welltower COM 95040Q104 7,682,882 -3,791,192 -33.04 532,731 -31.75 1.4752
2016-02-16 2015-12-31 13F Welltower COM 95040Q104 11,474,074 -8,055,598 -41.25 780,581 -40.98 2.2433
2015-11-16 2015-09-30 13F Welltower COM 95040Q104 19,529,672 19,529,672 1,322,549 4.0027
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.