Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionOppenheimer & Co Inc
Latest Disclosed Ownership17,789 shares
Latest Disclosed Value $ 3,517,063
Oppenheimer & Co Inc reports 2.25% increase in ownership of WELL / Welltower Inc.

On April 23, 2026 - Oppenheimer & Co Inc filed a 13F-HR form disclosing ownership of 17,789 shares of Welltower Inc. (US:WELL) valued at $3,517,063 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 17,397 shares of Welltower Inc.. This represents a change in shares of 2.25% during the quarter. The current value of the position is $3,550,507 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)
2026-04-23 2026-03-31 13F WELLTOWER COM 95040Q104 17,789 392 2.25 3,517 8.92 0.0428
2026-02-02 2025-12-31 13F WELLTOWER COM 95040Q104 17,397 -11,955 -40.73 3,229 -38.24 0.0459
2025-11-06 2025-09-30 13F WELLTOWER COM 95040Q104 29,352 92 0.31 5,229 16.23 0.0638
2025-07-31 2025-06-30 13F WELLTOWER COM 95040Q104 29,260 -407 -1.37 4,498 -1.03 0.0595
2025-04-23 2025-03-31 13F WELLTOWER COM 95040Q104 29,667 1,503 5.34 4,545 28.06 0.0686
2025-02-05 2024-12-31 13F WELLTOWER COM 95040Q104 28,164 384 1.38 3,550 -0.20 0.0530
2024-11-05 2024-09-30 13F WELLTOWER COM 95040Q104 27,780 -302 -1.08 3,557 21.49 0.0542
2024-08-08 2024-06-30 13F WELLTOWER COM 95040Q104 28,082 792 2.90 2,928 14.83 0.0465
2024-05-07 2024-03-31 13F WELLTOWER COM 95040Q104 27,290 781 2.95 2,550 6.65 0.0423
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 26,509 2,158 8.86 2,390 19.86 0.0439
2023-11-08 2023-09-30 13F WELLTOWER COM 95040Q104 24,351 4,966 25.62 1,995 27.17 0.0412
2023-08-03 2023-06-30 13F WELLTOWER COM 95040Q104 19,385 -734 -3.65 1,568 8.74 0.0314
2023-05-10 2023-03-31 13F WELLTOWER COM 95040Q104 20,119 767 3.96 1,442 13.72 0.0306
2023-02-08 2022-12-31 13F WELLTOWER COM 95040Q104 19,352 -7,094 -26.82 1,269 -25.46 0.0289
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 26,446 -3,608 -12.01 1,701 -31.27 0.0398
2022-08-08 2022-06-30 13F WELLTOWER COM 95040Q104 30,054 2,145 7.69 2,475 -7.75 0.0533
2022-05-12 2022-03-31 13F WELLTOWER COM 95040Q104 27,909 2,075 8.03 2,683 21.07 0.0484
2022-02-02 2021-12-31 13F WELLTOWER COM 95040Q104 25,834 -2,417 -8.56 2,216 -4.81 0.0387
2021-11-12 2021-09-30 13F WELLTOWER COM 95040Q104 28,251 -2,014 -6.65 2,328 -7.44 0.0436
2021-08-03 2021-06-30 13F WELLTOWER COM 95040Q104 30,265 -664 -2.15 2,515 13.54 0.0451
2021-05-10 2021-03-31 13F WELLTOWER COM 95040Q104 30,929 638 2.11 2,215 13.18 0.0442
2021-02-11 2020-12-31 13F WELLTOWER COM 95040Q104 30,291 441 1.48 1,957 19.04 0.0413
2020-11-13 2020-09-30 13F WELLTOWER COM 95040Q104 29,850 196 0.66 1,644 7.10 0.0411
2020-08-11 2020-06-30 13F WELLTOWER COM 95040Q104 29,654 -7,226 -19.59 1,535 -9.06 0.0397
2020-05-08 2020-03-31 13F WELLTOWER COM 95040Q104 36,880 7,208 24.29 1,688 -30.45 0.0512
2020-02-07 2019-12-31 13F WELLTOWER COM 95040Q104 29,672 405 1.38 2,427 -8.52 0.0601
2019-10-31 2019-09-30 13F WELLTOWER COM 95040Q104 29,267 407 1.41 2,653 12.75 0.0723
2019-08-09 2019-06-30 13F WELLTOWER COM 95040Q104 28,860 935 3.35 2,353 8.58 0.0639
2019-04-24 2019-03-31 13F WELLTOWER COM 95040Q104 27,925 -314 -1.11 2,167 10.56 0.0579
2019-01-29 2018-12-31 13F WELLTOWER COM 95040Q104 28,239 -334 -1.17 1,960 6.64 0.0613
2018-10-26 2018-09-30 13F WELLTOWER COM 95040Q104 28,573 -7,812 -21.47 1,838 -19.42 0.0468
2018-08-10 2018-06-30 13F WELLTOWER COM 95040Q104 36,385 -3,623 -9.06 2,281 4.73 0.0619
2018-05-01 2018-03-31 13F WELLTOWER COM 95040Q104 40,008 2,839 7.64 2,178 -8.10 0.0559
2018-02-07 2017-12-31 13F WELLTOWER COM 95040Q104 37,169 -1,552 -4.01 2,370 -12.90 0.0610
2017-11-09 2017-09-30 13F WELLTOWER COM 95040Q104 38,721 801 2.11 2,721 -4.12 0.0728
2017-08-09 2017-06-30 13F WELLTOWER COM 95040Q104 37,920 -9 -0.02 2,838 5.66 0.0782
2017-05-15 2017-03-31 13F WELLTOWER COM 95040Q104 37,929 -130 -0.34 2,686 5.46 0.0760
2017-02-01 2016-12-31 13F WELLTOWER COM 95040Q104 38,059 3,118 8.92 2,547 -2.49 0.0741
2016-11-07 2016-09-30 13F WELLTOWER COM 95040Q104 34,941 727 2.12 2,612 0.23 0.0762
2016-08-08 2016-06-30 13F WELLTOWER COM 95040Q104 34,214 6,586 23.84 2,606 36.01 0.0777
2016-04-26 2016-03-31 13F WELLTOWER COM 95040Q104 27,628 1,065 4.01 1,916 6.03 0.0582
2016-02-03 2015-12-31 13F WELLTOWER COM 95040Q104 26,563 -1,774 -6.26 1,807 -5.84 0.0538
2015-11-13 2015-09-30 13F WELLTOWER COM 95040Q104 28,337 28,337 1,919 0.0583
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.