Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionFIL Ltd
Latest Disclosed Ownership677,782 shares
Latest Disclosed Value $ 134,004,279
FIL Ltd reports 139.58% increase in ownership of WELL / Welltower Inc.

On May 15, 2026 - FIL Ltd filed a 13F-HR form disclosing ownership of 677,782 shares of Welltower Inc. (US:WELL) valued at $134,004,279 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 282,899 shares of Welltower Inc.. This represents a change in shares of 139.58% during the quarter. The current value of the position is $136,132,515 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)
2026-05-15 2026-03-31 13F WELLTOWER COM 95040Q104 677,782 394,883 139.58 134,004 155.21 0.0578
2026-02-17 2025-12-31 13F WELLTOWER COM 95040Q104 282,899 21,528 8.24 52,509 12.77 0.0393
2025-11-13 2025-09-30 13F WELLTOWER COM 95040Q104 261,371 -14,235 -5.16 46,561 9.89 0.0366
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 275,606 -70,986 -20.48 42,369 -20.21 0.0362
2025-05-12 2025-03-31 13F WELLTOWER COM 95040Q104 346,592 -48,485 -12.27 53,101 6.65 0.0505
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 395,077 71,457 22.08 49,792 20.17 0.0465
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 323,620 38,762 13.61 41,433 39.52 0.0376
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 284,858 -83,344 -22.64 29,696 -13.68 0.0294
2024-05-13 2024-03-31 13F WELLTOWER COM 95040Q104 368,202 -245,617 -40.01 34,405 -37.84 0.0341
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 613,819 -43,972 -6.68 55,348 2.71 0.0582
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 657,791 -198,678 -23.20 53,886 -22.22 0.0635
2023-08-11 2023-06-30 13F WELLTOWER COM 95040Q104 856,469 -14,234 -1.63 69,280 10.99 0.0778
2023-05-11 2023-03-31 13F WELLTOWER COM 95040Q104 870,703 -79,808 -8.40 62,421 0.18 0.0716
2023-02-13 2022-12-31 13F WELLTOWER COM 95040Q104 950,511 70,293 7.99 62,306 10.05 0.0748
2022-11-10 2022-09-30 13F WELLTOWER COM 95040Q104 880,218 141,808 19.20 56,615 -6.90 0.0728
2022-08-12 2022-06-30 13F WELLTOWER COM 95040Q104 738,410 -100,697 -12.00 60,808 -24.62 0.0724
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 839,107 76,605 10.05 80,672 23.35 0.0827
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 762,502 -30,146 -3.80 65,400 0.13 0.0671
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 792,648 -93,605 -10.56 65,314 -11.31 0.0725
2021-08-13 2021-06-30 13F WELLTOWER COM 95040Q104 886,253 366,851 70.63 73,647 97.95 0.0791
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 519,402 -607,301 -53.90 37,205 -48.90 0.0423
2021-03-23 2020-12-31 13F/A-1 WELLTOWER COM 95040Q104 1,126,703 926,121 461.72 72,808 558.90 0.0897
2021-02-08 2020-12-31 13F WELLTOWER COM 95040Q104 1,126,703 926,121 72,808 35,213.7952
2020-11-13 2020-09-30 13F WELLTOWER COM 95040Q104 200,582 -46,128 -18.70 11,050 -13.45 0.0137
2020-08-13 2020-06-30 13F WELLTOWER COM 95040Q104 246,710 116,910 90.07 12,767 114.86 0.0172
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 129,800 42,795 49.19 5,942 -16.49 0.0098
2020-02-07 2019-12-31 13F WELLTOWER COM 95040Q104 87,005 -1,640 -1.85 7,115 -11.46 0.0099
2019-11-13 2019-09-30 13F WELLTOWER COM 95040Q104 88,645 -55,503 -38.50 8,036 -31.63 0.0122
2019-08-13 2019-06-30 13F WELLTOWER COM 95040Q104 144,148 -65,511 -31.25 11,753 -27.76 0.0177
2019-05-13 2019-03-31 13F WELLTOWER COM 95040Q104 209,659 -25,660 -10.90 16,270 -0.39 0.0255
2019-02-13 2018-12-31 13F WELLTOWER COM 95040Q104 235,319 -85,701 -26.70 16,333 -20.90 0.0290
2018-11-09 2018-09-30 13F WELLTOWER COM 95040Q104 321,020 -37,220 -10.39 20,648 -8.06 0.0305
2018-08-10 2018-06-30 13F WELLTOWER COM 95040Q104 358,240 -24,470 -6.39 22,458 7.81 0.0339
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 382,710 24,549 6.85 20,831 -8.80 0.0573
2018-02-12 2017-12-31 13F WELLTOWER COM 95040Q104 358,161 7,831 2.24 22,840 -7.23 0.0636
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 350,330 30,171 9.42 24,621 2.74 0.0706
2017-08-29 2017-06-30 13F/A-1 WELLTOWER COM 95040Q104 320,159 52,356 19.55 23,964 26.35 0.0691
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 320,159 52,356 23,964
2017-05-11 2017-03-31 13F WELLTOWER COM 95040Q104 267,803 71,770 36.61 18,966 44.56 0.0534
2017-02-10 2016-12-31 13F WELLTOWER COM 95040Q104 196,033 23,991 13.94 13,120 1.99 0.0385
2016-11-14 2016-09-30 13F WELLTOWER COM 95040Q104 172,042 60,090 53.67 12,864 50.84 0.0385
2016-08-11 2016-06-30 13F WELLTOWER COM 95040Q104 111,952 -685 -0.61 8,528 9.19 0.0272
2016-05-16 2016-03-31 13F WELLTOWER COM 95040Q104 112,637 112,637 7,810 0.0242
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.