Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionFifth Third Bancorp
Latest Disclosed Ownership93,256 shares
Latest Disclosed Value $ 18,437,644
Fifth Third Bancorp reports 6.84% increase in ownership of WELL / Welltower Inc.

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 93,256 shares of Welltower Inc. (US:WELL) valued at $18,437,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 87,286 shares of Welltower Inc.. This represents a change in shares of 6.84% during the quarter. The current value of the position is $18,730,468 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F WELLTOWER COM 95040Q104 93,256 5,970 6.84 18,438 13.80 0.0337
2026-02-02 2025-12-31 13F WELLTOWER COM 95040Q104 87,286 1,333 1.55 16,201 5.81 0.0515
2025-11-07 2025-09-30 13F WELLTOWER COM 95040Q104 85,953 1,048 1.23 15,312 17.31 0.0490
2025-07-15 2025-06-30 13F WELLTOWER COM 95040Q104 84,905 4,445 5.52 13,052 5.88 0.0451
2025-04-15 2025-03-31 13F WELLTOWER COM 95040Q104 80,460 21,988 37.60 12,327 67.28 0.0469
2025-01-21 2024-12-31 13F WELLTOWER COM 95040Q104 58,472 386 0.66 7,369 -0.90 0.0267
2024-10-17 2024-09-30 13F WELLTOWER COM 95040Q104 58,086 1,828 3.25 7,437 26.81 0.0269
2024-07-22 2024-06-30 13F WELLTOWER COM 95040Q104 56,258 14,165 33.65 5,865 49.10 0.0223
2024-04-23 2024-03-31 13F WELLTOWER COM 95040Q104 42,093 1,403 3.45 3,933 7.20 0.0154
2024-01-19 2023-12-31 13F WELLTOWER COM 95040Q104 40,690 349 0.87 3,669 11.05 0.0156
2023-10-31 2023-09-30 13F WELLTOWER COM 95040Q104 40,341 1,921 5.00 3,305 6.34 0.0153
2023-07-26 2023-06-30 13F WELLTOWER COM 95040Q104 38,420 -3,995 -9.42 3,108 2.20 0.0137
2023-04-24 2023-03-31 13F WELLTOWER COM 95040Q104 42,415 117 0.28 3,041 9.67 0.0142
2023-01-25 2022-12-31 13F WELLTOWER COM 95040Q104 42,298 9,723 29.85 2,773 32.32 0.0133
2022-10-25 2022-09-30 13F WELLTOWER COM 95040Q104 32,575 -4,269 -11.59 2,095 -30.95 0.0109
2022-08-04 2022-06-30 13F WELLTOWER COM 95040Q104 36,844 -625 -1.67 3,034 -15.77 0.0147
2022-04-19 2022-03-31 13F WELLTOWER COM 95040Q104 37,469 1,409 3.91 3,602 16.46 0.0147
2022-02-01 2021-12-31 13F WELLTOWER COM 95040Q104 36,060 1,333 3.84 3,093 8.07 0.0120
2021-10-15 2021-09-30 13F WELLTOWER COM 95040Q104 34,727 4,959 16.66 2,862 15.68 0.0124
2021-08-06 2021-06-30 13F WELLTOWER COM 95040Q104 29,768 9,027 43.52 2,474 66.49 0.0109
2021-05-07 2021-03-31 13F WELLTOWER COM 95040Q104 20,741 -1,578 -7.07 1,486 3.05 0.0069
2021-02-16 2020-12-31 13F WELLTOWER COM 95040Q104 22,319 -7,373 -24.83 1,442 -11.86 0.0071
2020-11-09 2020-09-30 13F WELLTOWER COM 95040Q104 29,692 -8,100 -21.43 1,636 -16.36 0.0090
2020-08-05 2020-06-30 13F WELLTOWER COM 95040Q104 37,792 -20,115 -34.74 1,956 -26.22 0.0117
2020-05-05 2020-03-31 13F WELLTOWER COM 95040Q104 57,907 13,915 31.63 2,651 -26.32 0.0189
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 43,992 -1,780 -3.89 3,598 -13.28 0.0200
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 45,772 -2,480 -5.14 4,149 5.47 0.0249
2019-08-07 2019-06-30 13F WELLTOWER COM 95040Q104 48,252 -4,207 -8.02 3,934 -3.37 0.0240
2019-05-14 2019-03-31 13F WELLTOWER COM 95040Q104 52,459 -9,889 -15.86 4,071 -5.94 0.0261
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 62,348 5,898 10.45 4,328 19.20 0.0315
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 56,450 -1,042 -1.81 3,631 0.75 0.0231
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 57,492 -1,362 -2.31 3,604 12.52 0.0244
2018-05-15 2018-03-31 13F WELLTOWER COM 95040Q104 58,854 -1,176 -1.96 3,203 -16.33 0.0218
2018-02-14 2017-12-31 13F WELLTOWER COM 95040Q104 60,030 1,455 2.48 3,828 -7.02 0.0260
2017-11-14 2017-09-30 13F WELLTOWER COM 95040Q104 58,575 -9,903 -14.46 4,117 -19.68 0.0295
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 68,478 1,088 1.61 5,126 7.40 0.0377
2017-05-12 2017-03-31 13F WELLTOWER COM 95040Q104 67,390 -2,857 -4.07 4,773 1.51 0.0361
2017-02-13 2016-12-31 13F/A-1 WELLTOWER COM 95040Q104 70,247 -2,013 -2.79 4,702 -12.97 0.0379
2017-02-09 2016-12-31 13F WELLTOWER COM 95040Q104 72,260 0 5,403 0.0447
2016-11-10 2016-09-30 13F WELLTOWER COM 95040Q104 72,260 6,094 9.21 5,403 7.20 0.0447
2016-08-11 2016-06-30 13F WELLTOWER COM 95040Q104 66,166 3,646 5.83 5,040 16.26 0.0428
2016-05-13 2016-03-31 13F WELLTOWER COM 95040Q104 62,520 -9,890 -13.66 4,335 -12.00 0.0375
2016-02-16 2015-12-31 13F WELLTOWER COM 95040Q104 72,410 61,062 538.09 4,926 541.41 0.0432
2015-11-13 2015-09-30 13F WELLTOWER COM 95040Q104 11,348 11,348 768 0.0071
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.