Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionStephens Inc /ar/
Latest Disclosed Ownership7,925 shares
Latest Disclosed Value $ 1,566,799
Stephens Inc /ar/ reports 20.89% decrease in ownership of WELL / Welltower Inc.

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 7,925 shares of Welltower Inc. (US:WELL) valued at $1,566,852 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 10,018 shares of Welltower Inc.. This represents a change in shares of -20.89% during the quarter. The current value of the position is $1,591,736 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)
2026-04-28 2026-03-31 13F WELLTOWER COM 95040Q104 7,925 -2,093 -20.89 1,567 -15.76 0.0196
2026-02-05 2025-12-31 13F WELLTOWER COM 95040Q104 10,018 352 3.64 1,859 8.02 0.0231
2025-10-27 2025-09-30 13F WELLTOWER COM 95040Q104 9,666 162 1.70 1,722 17.80 0.0219
2025-07-29 2025-06-30 13F WELLTOWER COM 95040Q104 9,504 -600 -5.94 1,461 -5.62 0.0201
2025-05-01 2025-03-31 13F WELLTOWER COM 95040Q104 10,104 -204 -1.98 1,548 19.17 0.0227
2025-01-28 2024-12-31 13F WELLTOWER COM 95040Q104 10,308 -302 -2.85 1,299 -4.34 0.0182
2024-10-28 2024-09-30 13F WELLTOWER COM 95040Q104 10,610 3,857 57.12 1,358 92.90 0.0193
2024-08-06 2024-06-30 13F WELLTOWER COM 95040Q104 6,753 71 1.06 704 12.82 0.0107
2024-05-15 2024-03-31 13F WELLTOWER COM 95040Q104 6,682 -164 -2.40 624 1.13 0.0097
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 6,846 387 5.99 617 16.64 0.0106
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 6,459 -776 -10.73 529 -9.57 0.0101
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 7,235 0 0.00 585 12.93 0.0105
2023-05-15 2023-03-31 13F WELLTOWER COM 95040Q104 7,235 -14 -0.19 519 9.05 0.0100
2023-02-14 2022-12-31 13F/A-1 WELLTOWER COM 95040Q104 7,249 -1,560 -17.71 475 -16.23 0.0097
2023-01-25 2022-12-31 13F WELLTOWER OM 95040Q104 7,249 -1,560 0 0.0097
2022-11-02 2022-09-30 13F WELLTOWER OM 95040Q104 8,809 -1,918 -17.88 567 -35.79 0.0121
2022-08-03 2022-06-30 13F WELLTOWER OM 95040Q104 10,727 -429 -3.85 883 -17.71 0.0178
2022-05-04 2022-03-31 13F WELLTOWER OM 95040Q104 11,156 -5,807 -34.23 1,073 -26.25 0.0175
2022-03-07 2021-12-31 13F WELLTOWER OM 95040Q104 16,963 -9,335 -35.50 1,455 -32.86 0.0220
2021-10-27 2021-09-30 13F WELLTOWER COM 95040Q104 26,298 -2,386 -8.32 2,167 -9.10 0.0335
2021-08-12 2021-06-30 13F WELLTOWER COM 95040Q104 28,684 -504 -1.73 2,384 14.01 0.0357
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 29,188 -14,426 -33.08 2,091 -25.80 0.0343
2021-02-10 2020-12-31 13F WELLTOWER COM 95040Q104 43,614 -8,464 -16.25 2,818 -1.78 0.0506
2020-11-13 2020-09-30 13F WELLTOWER COM 95040Q104 52,078 -719 -1.36 2,869 5.01 0.0565
2020-08-24 2020-06-30 13F WELLTOWER COM 95040Q104 52,797 -30,945 -36.95 2,732 -28.74 0.0587
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 83,742 -23,035 -21.57 3,834 -56.09 0.1021
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 106,777 3,907 3.80 8,732 -6.36 0.1829
2019-10-18 2019-09-30 13F WELLTOWER COM 95040Q104 102,870 -13,429 -11.55 9,325 -1.66 0.2052
2019-08-01 2019-06-30 13F WELLTOWER COM 95040Q104 116,299 242 0.21 9,482 5.29 0.2148
2019-05-03 2019-03-31 13F WELLTOWER COM 95040Q104 116,057 3,031 2.68 9,006 14.80 0.2136
2019-02-11 2018-12-31 13F WELLTOWER COM 95040Q104 113,026 -2,215 -1.92 7,845 5.84 0.2226
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 115,241 -4,113 -3.45 7,412 -0.94 0.1844
2018-08-10 2018-06-30 13F WELLTOWER COM 95040Q104 119,354 -12,629 -9.57 7,482 4.15 0.2261
2018-05-03 2018-03-31 13F WELLTOWER COM 95040Q104 131,983 -4,061 -2.99 7,184 -17.20 0.2679
2018-02-05 2017-12-31 13F WELLTOWER COM 95040Q104 136,044 -6,782 -4.75 8,676 -13.57 0.3246
2017-11-08 2017-09-30 13F WELLTOWER COM 95040Q104 142,826 3,560 2.56 10,038 -3.70 0.3626
2017-08-10 2017-06-30 13F WELLTOWER COM 95040Q104 139,266 -10,729 -7.15 10,424 -1.87 0.3576
2017-05-11 2017-03-31 13F WELLTOWER COM 95040Q104 149,995 9,906 7.07 10,623 13.30 0.3862
2017-02-09 2016-12-31 13F WELLTOWER COM 95040Q104 140,089 23,050 19.69 9,376 7.14 0.3822
2016-11-30 2016-09-30 13F/A-2 WELLTOWER COM 95040Q104 117,039 -2,943 -2.45 8,751 -4.25 0.3831
2016-11-10 2016-09-30 13F WELLTOWER COM 95040Q104 117,039 8,751
2016-08-05 2016-06-30 13F WELLTOWER COM 95040Q104 119,982 8,952 8.06 9,139 18.70 0.4076
2016-05-05 2016-03-31 13F WELLTOWER COM 95040Q104 111,030 6,943 6.67 7,699 8.73 0.3768
2016-02-10 2015-12-31 13F WELLTOWER COM 95040Q104 104,087 7,256 7.49 7,081 7.99 0.3551
2015-11-03 2015-09-30 13F WELLTOWER COM 95040Q104 96,831 96,831 6,557 0.3414
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.