Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionRegions Financial Corp
Latest Disclosed Ownership1,904 shares
Latest Disclosed Value $ 376,439
Regions Financial Corp reports 12.40% increase in ownership of WELL / Welltower Inc.

On May 5, 2026 - Regions Financial Corp filed a 13F-HR form disclosing ownership of 1,904 shares of Welltower Inc. (US:WELL) valued at $376,440 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,694 shares of Welltower Inc.. This represents a change in shares of 12.40% during the quarter. The current value of the position is $382,418 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)
2026-05-05 2026-03-31 13F WELLTOWER COM 95040Q104 1,904 210 12.40 376 19.75 0.0021
2026-01-27 2025-12-31 13F WELLTOWER COM 95040Q104 1,694 -203 -10.70 314 -6.82 0.0020
2025-11-19 2025-09-30 13F/A-1 WELLTOWER COM 95040Q104 1,897 -1,003 -34.59 338 -24.27 0.0022
2025-11-19 2025-09-30 13F WELLTOWER COM 95040Q104 1,897 -1,003 338 0.0019
2025-07-29 2025-06-30 13F WELLTOWER COM 95040Q104 2,900 -73 -2.46 446 -2.20 0.0031
2025-05-08 2025-03-31 13F WELLTOWER COM 95040Q104 2,973 1,004 50.99 455 83.47 0.0034
2025-02-14 2024-12-31 13F WELLTOWER INC COM COM 95040Q104 1,969 -118 -5.65 248 -7.12 0.0018
2024-11-14 2024-09-30 13F WELLTOWER INC COM COM 95040Q104 2,087 125 6.37 267 30.88 0.0019
2024-07-31 2024-06-30 13F WELLTOWER INC COM COM 95040Q104 1,962 1,962 205 0.0016
2021-11-04 2021-09-30 13F WELLTOWER INC COM COM 95040Q104 0 -3,480 -100.00 0 -100.00
2021-07-27 2021-06-30 13F WELLTOWER INC COM COM 95040Q104 3,480 -250 -6.70 289 7.84 0.0025
2021-06-02 2021-03-31 13F WELLTOWER INC COM COM 95040Q104 3,730 -35 -0.93 268 10.29 0.0024
2021-02-05 2020-12-31 13F WELLTOWER INC COM COM 95040Q104 3,765 0 0.00 243 17.39 0.0023
2020-10-15 2020-09-30 13F WELLTOWER INC COM COM 95040Q104 3,765 -500 -11.72 207 -6.33 0.0023
2020-07-27 2020-06-30 13F WELLTOWER INC COM COM 95040Q104 4,265 -600 -12.33 221 -0.90 0.0026
2020-04-29 2020-03-31 13F WELLTOWER INC COM COM 95040Q104 4,865 -896 -15.55 223 -52.65 0.0030
2020-02-03 2019-12-31 13F WELLTOWER INC COM COM 95040Q104 5,761 350 6.47 471 -4.07 0.0049
2019-10-24 2019-09-30 13F WELLTOWER INC COM COM 95040Q104 5,411 -194 -3.46 491 7.44 0.0055
2019-07-19 2019-06-30 13F WELLTOWER INC COM COM 95040Q104 5,605 627 12.60 457 18.39 0.0052
2019-04-19 2019-03-31 13F WELLTOWER INC COM COM 95040Q104 4,978 -176 -3.41 386 8.12 0.0044
2019-01-28 2018-12-31 13F WELLTOWER INC COM COM 95040Q104 5,154 -424 -7.60 357 -0.28 0.0045
2018-10-22 2018-09-30 13F WELLTOWER INC COM COM 95040Q104 5,578 -307 -5.22 358 -2.72 0.0039
2018-07-26 2018-06-30 13F WELLTOWER INC COM COM 95040Q104 5,885 -326 -5.25 368 8.88 0.0042
2018-04-18 2018-03-31 13F Welltower COM 95040Q104 6,211 -184 -2.88 338 -16.95 0.0038
2018-01-18 2017-12-31 13F Welltower COM 95040Q104 6,395 786 14.01 407 3.30 0.0044
2017-10-23 2017-09-30 13F WELLTOWER COMMON STOCK 95040Q104 5,609 -1,379 -19.73 394 -24.67 0.0045
2017-07-31 2017-06-30 13F WELLTOWER COMMON STOCK 95040Q104 6,988 -1,273 -15.41 523 -10.60 0.0061
2017-05-02 2017-03-31 13F WELLTOWER COMMON STOCK 95040Q104 8,261 134 1.65 585 7.54 0.0069
2017-02-03 2016-12-31 13F WELLTOWER COMMON STOCK 95040Q104 8,127 -1,126 -12.17 544 -21.39 0.0067
2016-10-28 2016-09-30 13F WELLTOWER COMMON STOCK 95040Q104 9,253 -32 -0.34 692 -2.12 0.0089
2016-07-26 2016-06-30 13F WELLTOWER COMMON STOCK 95040Q104 9,285 657 7.61 707 18.23 0.0092
2016-05-02 2016-03-31 13F WELLTOWER COMMON STOCK 95040Q104 8,628 503 6.19 598 8.14 0.0079
2016-01-29 2015-12-31 13F WELLTOWER COMMON STOCK 95040Q104 8,125 8,125 553 0.0074
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.