Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership55,856 shares
Latest Disclosed Value $ 11,043,331
Cwm, Llc reports 1.70% increase in ownership of WELL / Welltower Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 55,856 shares of Welltower Inc. (US:WELL) valued at $11,043,290 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 54,923 shares of Welltower Inc.. This represents a change in shares of 1.70% during the quarter. The current value of the position is $11,148,299 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)
2026-05-14 2026-03-31 13F WELLTOWER COM 95040Q104 55,856 933 1.70 11,043 110,330.00 0.0287
2026-01-26 2025-12-31 13F WELLTOWER COM 95040Q104 54,923 -3,617 -6.18 10 0.00 0.0276
2025-10-15 2025-09-30 13F WELLTOWER COM 95040Q104 58,540 36,076 160.59 10 233.33 0.0314
2025-07-25 2025-06-30 13F WELLTOWER COM 95040Q104 22,464 7,284 47.98 3 50.00 0.0122
2025-05-01 2025-03-31 13F WELLTOWER COM 95040Q104 15,180 767 5.32 2 100.00 0.0093
2025-02-04 2024-12-31 13F WELLTOWER COM 95040Q104 14,413 49 0.34 2 0.00 0.0075
2024-10-08 2024-09-30 13F WELLTOWER COM 95040Q104 14,364 -551 -3.69 2 0.00 0.0079
2024-07-10 2024-06-30 13F WELLTOWER COM 95040Q104 14,915 1,194 8.70 2 0.00 0.0073
2024-04-05 2024-03-31 13F WELLTOWER COM 95040Q104 13,721 734 5.65 1 0.00 0.0062
2024-02-01 2023-12-31 13F WELLTOWER COM 95040Q104 12,987 292 2.30 1 0.00 0.0063
2023-10-11 2023-09-30 13F WELLTOWER COM 95040Q104 12,695 296 2.39 1 0.00 0.0064
2023-08-03 2023-06-30 13F WELLTOWER COM 95040Q104 12,399 2,678 27.55 1 0.0062
2023-05-01 2023-03-31 13F WELLTOWER COM 95040Q104 9,721 399 4.28 1 0.0047
2023-02-01 2022-12-31 13F WELLTOWER COM 95040Q104 9,322 2,945 46.18 1 -100.00 0.0045
2022-10-27 2022-09-30 13F WELLTOWER COM 95040Q104 6,377 -51 -0.79 410 -22.50 0.0033
2022-07-28 2022-06-30 13F WELLTOWER COM 95040Q104 6,428 1,224 23.52 529 5.80 0.0041
2022-04-21 2022-03-31 13F WELLTOWER COM 95040Q104 5,204 1,520 41.26 500 58.23 0.0035
2022-01-31 2021-12-31 13F WELLTOWER COM 95040Q104 3,684 1,317 55.64 316 60.41 0.0022
2021-09-15 2021-06-30 13F/A-1 WELLTOWER COM 95040Q104 2,367 0 0.00 197 0.00 0.0016
2021-07-29 2021-06-30 13F WELLTOWER COM 95040Q104 2,367 0 197 0.0016
2021-09-15 2021-03-31 13F/A-1 WELLTOWER COM 95040Q104 2,367 0 0.00 197 0.00 0.0016
2021-04-27 2021-03-31 13F WELLTOWER COM 95040Q104 2,319 -48 166 0.0015
2021-09-15 2020-12-31 13F/A-1 WELLTOWER COM 95040Q104 2,367 0 0.00 197 0.00 0.0016
2021-01-27 2020-12-31 13F WELLTOWER COM 95040Q104 2,353 -14 152 0.0014
2021-09-15 2020-09-30 13F/A-1 WELLTOWER COM 95040Q104 2,367 0 0.00 197 0.00 0.0016
2020-10-19 2020-09-30 13F WELLTOWER COM 95040Q104 2,871 504 158 0.0018
2021-09-15 2020-06-30 13F/A-1 WELLTOWER COM 95040Q104 2,367 0 0.00 197 0.00 0.0016
2020-07-22 2020-06-30 13F WELLTOWER COM 95040Q104 2,895 528 150 0.0018
2021-09-15 2020-03-31 13F/A-1 WELLTOWER COM 95040Q104 2,367 0 0.00 197 0.00 0.0016
2020-04-28 2020-03-31 13F WELLTOWER COM 95040Q104 3,481 1,114 159 0.0024
2021-09-14 2019-12-31 13F/A-1 WELLTOWER COM 95040Q104 2,367 0 0.00 197 0.00 0.0016
2020-01-27 2019-12-31 13F WELLTOWER COM 95040Q104 3,339 972 273 0.0035
2021-09-14 2019-09-30 13F/A-1 WELLTOWER COM 95040Q104 2,367 0 0.00 197 0.00 0.0016
2019-10-22 2019-09-30 13F WELLTOWER COM 95040Q104 2,317 -50 210 0.0031
2021-09-14 2019-06-30 13F/A-1 WELLTOWER COM 95040Q104 2,367 0 0.00 197 0.00 0.0016
2019-07-31 2019-06-30 13F WELLTOWER COM 95040Q104 2,898 531 236 0.0039
2021-09-02 2019-03-31 13F/A-1 WELLTOWER COM 95040Q104 2,367 1,588 203.85 197 264.81 0.0016
2019-04-22 2019-03-31 13F WELLTOWER COM 95040Q104 2,086 1,307 162 0.0032
2019-01-25 2018-12-31 13F WELLTOWER COM 95040Q104 779 -352 -31.12 54 -26.03 0.0013
2018-10-29 2018-09-30 13F WELLTOWER COM 95040Q104 1,131 -220,074 -99.49 73 -99.47 0.0019
2018-07-31 2018-06-30 13F WELLTOWER COM 95040Q104 221,205 -14,716 -6.24 13,867 7.99 0.4563
2018-04-26 2018-03-31 13F WELLTOWER COM 95040Q104 235,921 235,349 41,144.93 12,841 35,569.44 0.5103
2018-01-16 2017-12-31 13F WELLTOWER COM 95040Q104 572 -434 -43.14 36 -49.30 0.0016
2017-10-16 2017-09-30 13F WELLTOWER COM 95040Q104 1,006 256 34.13 71 26.79 0.0034
2017-07-17 2017-06-30 13F WELLTOWER COM 95040Q104 750 0 0.00 56 5.66 0.0029
2017-04-17 2017-03-31 13F WELLTOWER COM 95040Q104 750 -60 -7.41 53 -1.85 0.0030
2017-01-19 2016-12-31 13F WELLTOWER COM 95040Q104 810 260 47.27 54 31.71 0.0033
2016-10-17 2016-09-30 13F WELLTOWER COM 95040Q104 550 550 41 0.0028
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.