Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionPacer Advisors, Inc.
Latest Disclosed Ownership39,434 shares
Latest Disclosed Value $ 7,796,496
Pacer Advisors, Inc. reports 32.82% decrease in ownership of WELL / Welltower Inc.

On May 6, 2026 - Pacer Advisors, Inc. filed a 13F-HR form disclosing ownership of 39,434 shares of Welltower Inc. (US:WELL) valued at $7,796,496 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 24, 2026 disclosing 58,697 shares of Welltower Inc.. This represents a change in shares of -32.82% during the quarter. The current value of the position is $7,870,632 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)
2026-05-06 2026-03-31 13F Welltower REIT - Domestic 95040Q104 39,434 -19,263 -32.82 7,796 -28.44 0.0123
2026-02-24 2025-12-31 13F/A-1 Welltower REIT - Domestic 95040Q104 58,697 5,344 10.02 10,895 14.63 0.0278
2026-02-04 2025-12-31 13F Welltower REIT - Domestic 95040Q104 58,697 5,344 10,895 0.0149
2025-10-15 2025-09-30 13F Welltower REIT - Domestic 95040Q104 53,353 -12,517 -19.00 9,504 -6.14 0.0239
2025-08-12 2025-06-30 13F Welltower REIT - Domestic 95040Q104 65,870 17,390 35.87 10,126 36.34 0.0252
2025-05-06 2025-03-31 13F Welltower REIT - Domestic 95040Q104 48,480 -13,290 -21.52 7,428 -4.59 0.0174
2025-01-22 2024-12-31 13F Welltower REIT - Domestic 95040Q104 61,770 -11,685 -15.91 7,785 -17.23 0.0168
2024-11-12 2024-09-30 13F Welltower REIT - Domestic 95040Q104 73,455 31,322 74.34 9,404 114.12 0.0199
2024-08-13 2024-06-30 13F Welltower REIT - Domestic 95040Q104 42,133 4,531 12.05 4,392 25.02 0.0100
2024-05-10 2024-03-31 13F Welltower REIT - Domestic 95040Q104 37,602 1,005 2.75 3,514 6.49 0.0081
2024-01-16 2023-12-31 13F WELLTOWER REIT - Domestic 95040Q104 36,597 4,901 15.46 3,300 27.08 0.0093
2023-11-13 2023-09-30 13F WELLTOWER REIT - Domestic 95040Q104 31,696 873 2.83 2,597 4.13 0.0099
2023-07-12 2023-06-30 13F WELLTOWER REIT - Domestic 95040Q104 30,823 1,983 6.88 2,493 20.61 0.0100
2023-05-02 2023-03-31 13F WELLTOWER REIT - Domestic 95040Q104 28,840 27,749 2,543.45 2,068 2,811.27 0.0088
2023-02-06 2022-12-31 13F WELLTOWER REIT - Domestic 95040Q104 1,091 146 15.45 72 16.39 0.0004
2022-10-18 2022-09-30 13F WELLTOWER REIT - Domestic 95040Q104 945 223 30.89 61 3.39 0.0004
2022-08-12 2022-06-30 13F WELLTOWER REIT - Domestic 95040Q104 722 -21,665 -96.77 59 -97.26 0.0004
2022-04-05 2022-03-31 13F WELLTOWER REIT - Domestic 95040Q104 22,387 -237 -1.05 2,152 10.93 0.0176
2022-02-03 2021-12-31 13F WELLTOWER REIT - Domestic 95040Q104 22,624 -3,793 -14.36 1,940 -10.89 0.0199
2021-10-15 2021-09-30 13F WELLTOWER REIT - Domestic 95040Q104 26,417 4,649 21.36 2,177 20.34 0.0275
2021-07-21 2021-06-30 13F WELLTOWER REIT - Domestic 95040Q104 21,768 -1,071 -4.69 1,809 10.57 0.0259
2021-04-05 2021-03-31 13F WELLTOWER REIT 95040Q104 22,839 -2,289 -9.11 1,636 0.74 0.0284
2021-01-20 2020-12-31 13F WELLTOWER REIT 95040Q104 25,128 -2,711 -9.74 1,624 5.87 0.0305
2020-10-19 2020-09-30 13F WELLTOWER REIT 95040Q104 27,839 -6,292 -18.43 1,534 -13.14 0.0326
2020-07-29 2020-06-30 13F WELLTOWER REIT 95040Q104 34,131 34,131 1,766 0.0358
2020-04-23 2020-03-31 13F WELLTOWER REIT 95040Q104 0 -46,850 -100.00 0 -100.00
2020-02-10 2019-12-31 13F WELLTOWER REIT 95040Q104 46,850 3,351 7.70 3,831 -2.84 0.1731
2019-10-10 2019-09-30 13F WELLTOWER REIT 95040Q104 43,499 7,893 22.17 3,943 35.83 0.0886
2019-08-12 2019-06-30 13F WELLTOWER REIT 95040Q104 35,606 -6,968 -16.37 2,903 -12.14 0.0710
2019-04-10 2019-03-31 13F WELLTOWER REIT 95040Q104 42,574 42,574 3,304 0.0917
2019-02-13 2018-12-31 13F WELLTOWER REIT 95040Q104 0 -20,018 -100.00 0 -100.00
2018-11-14 2018-09-30 13F WELLTOWER REIT 95040Q104 20,018 2,448 13.93 1,288 16.98 0.0485
2018-08-14 2018-06-30 13F WELLTOWER REIT 95040Q104 17,570 3,868 28.23 1,101 47.59 0.0498
2018-05-14 2018-03-31 13F Welltower REIT 95040Q104 13,702 2,277 19.93 746 2.33 0.0413
2018-02-14 2017-12-31 13F Welltower Com 95040Q104 11,425 1,415 14.14 729 3.55 0.0511
2017-11-08 2017-09-30 13F Welltower Com 95040Q104 10,010 943 10.40 704 3.68 0.0624
2017-08-08 2017-06-30 13F WELLTOWER Com 95040Q104 9,067 -7,809 -46.27 679 -43.18 0.0672
2017-05-09 2017-03-31 13F WELLTOWER Com 95040Q104 16,876 2,587 18.10 1,195 25.00 0.1465
2017-02-08 2016-12-31 13F WELLTOWER Com 95040Q104 14,289 2,577 22.00 956 9.13 0.1363
2016-11-10 2016-09-30 13F WELLTOWER Com 95040Q104 11,712 2,372 25.40 876 23.21 0.1331
2016-08-12 2016-06-30 13F WELLTOWER Com 95040Q104 9,340 2,260 31.92 711 44.81 0.1123
2016-05-13 2016-03-31 13F WELLTOWER Com 95040Q104 7,080 428 6.43 491 8.39 0.1114
2016-02-17 2015-12-31 13F WELLTOWER Com 95040Q104 6,652 6,652 453 0.1064
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.