Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionGlenview Trust Co
Latest Disclosed Ownership3,902 shares
Latest Disclosed Value $ 771,463
Glenview Trust Co reports 0.05% increase in ownership of WELL / Welltower Inc.

On May 8, 2026 - Glenview Trust Co filed a 13F-HR form disclosing ownership of 3,902 shares of Welltower Inc. (US:WELL) valued at $771,464 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,900 shares of Welltower Inc.. This represents a change in shares of 0.05% during the quarter. The current value of the position is $778,800 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)
2026-05-08 2026-03-31 13F WELLTOWER COM 95040Q104 3,902 2 0.05 771 6.64 0.0063
2026-02-09 2025-12-31 13F WELLTOWER COM 95040Q104 3,900 88 2.31 724 6.48 0.0112
2025-11-07 2025-09-30 13F WELLTOWER COM 95040Q104 3,812 -77 -1.98 679 13.74 0.0108
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 3,889 -61 -1.54 598 -1.32 0.0103
2025-05-20 2025-03-31 13F/A-1 WELLTOWER COM 95040Q104 3,950 -8 -0.20 605 21.49 0.0118
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 3,958 0 499 0.0049
2025-02-10 2024-12-31 13F WELLTOWER COM 95040Q104 3,958 5 0.13 499 -1.58 0.0093
2024-11-12 2024-09-30 13F WELLTOWER COM 95040Q104 3,953 -138 -3.37 506 18.78 0.0097
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 4,091 -71 -1.71 426 9.79 0.0086
2024-05-14 2024-03-31 13F WELLTOWER COM 95040Q104 4,162 -377 -8.31 389 -5.13 0.0084
2024-02-12 2023-12-31 13F WELLTOWER COM 95040Q104 4,539 -360 -7.35 409 2.00 0.0101
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 4,899 -646 -11.65 401 -10.49 0.0111
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 5,545 -17 -0.31 449 12.56 0.0122
2023-05-09 2023-03-31 13F WELLTOWER COM 95040Q104 5,562 -100 -1.77 399 7.28 0.0119
2023-02-08 2022-12-31 13F WELLTOWER COM 95040Q104 5,662 528 10.28 371 12.42 0.0123
2022-11-04 2022-09-30 13F WELLTOWER COM 95040Q104 5,134 265 5.44 330 -17.71 0.0125
2022-08-10 2022-06-30 13F WELLTOWER COM 95040Q104 4,869 136 2.87 401 -11.87 0.0147
2022-05-11 2022-03-31 13F WELLTOWER COM 95040Q104 4,733 1,145 31.91 455 47.73 0.0148
2022-02-10 2021-12-31 13F WELLTOWER COM 95040Q104 3,588 264 7.94 308 12.41 0.0102
2021-11-12 2021-09-30 13F WELLTOWER COM 95040Q104 3,324 317 10.54 274 10.04 0.0106
2021-08-11 2021-06-30 13F WELLTOWER COM 95040Q104 3,007 3,007 249 0.0096
2020-08-12 2020-06-30 13F WELLTOWER COM 95040Q104 0 -4,607 -100.00 0 -100.00
2020-04-28 2020-03-31 13F WELLTOWER COM 95040Q104 4,607 -166 -3.48 211 -45.90 0.0146
2020-02-06 2019-12-31 13F WELLTOWER COM 95040Q104 4,773 0 0.00 390 -9.93 0.0218
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 4,773 757 18.85 433 32.42 0.0262
2019-08-08 2019-06-30 13F WELLTOWER COM 95040Q104 4,016 0 0.00 327 4.81 0.0203
2019-05-14 2019-03-31 13F WELLTOWER COM 95040Q104 4,016 0 0.00 312 11.83 0.0200
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 4,016 0 0.00 279 8.14 0.0206
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 4,016 16 0.40 258 3.20 0.0163
2018-08-10 2018-06-30 13F WELLTOWER COM 95040Q104 4,000 211 5.57 250 21.36 0.0186
2018-05-15 2018-03-31 13F/A-1 WELLTOWER COM 95040Q104 3,789 0 0.00 206 -14.88 0.0142
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 3,789 206
2018-02-06 2017-12-31 13F WELLTOWER COM 95040Q104 3,789 0 0.00 242 -9.36 0.0167
2017-11-07 2017-09-30 13F WELLTOWER COM 95040Q104 3,789 0 0.00 267 -5.65 0.0196
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 3,789 -181 -4.56 283 0.35 0.0220
2017-05-10 2017-03-31 13F WELLTOWER COM 95040Q104 3,970 0 0.00 282 6.02 0.0223
2017-02-14 2016-12-31 13F/A-1 WELLTOWER COM 95040Q104 3,970 3,970 266 0.0220
2017-02-10 2016-12-31 13F WELLTOWER COM 95040Q104 3,970 266 0.0069
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.