Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership295,621 shares
Latest Disclosed Value $ 58,450,284
Stifel Financial Corp reports 5.82% increase in ownership of WELL / Welltower Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 295,621 shares of Welltower Inc. (US:WELL) valued at $58,447,228 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 279,367 shares of Welltower Inc.. This represents a change in shares of 5.82% during the quarter. The current value of the position is $59,375,478 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)
2026-05-12 2026-03-31 13F WELLTOWER COM 95040Q104 295,621 16,254 5.82 58,450 12.72 0.0537
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 279,367 22,077 8.58 51,857 13.13 0.0466
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 257,290 21,291 9.02 45,837 26.34 0.0418
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 235,999 26,929 12.88 36,281 13.27 0.0353
2025-05-14 2025-03-31 13F WELLTOWER COM 95040Q104 209,070 15,932 8.25 32,032 31.59 0.0340
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 193,138 264 0.14 24,342 -1.42 0.0254
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 192,874 23,585 13.93 24,694 39.91 0.0259
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 169,289 22,654 15.45 17,649 28.81 0.0199
2024-05-14 2024-03-31 13F WELLTOWER COM 95040Q104 146,635 9,261 6.74 13,702 10.62 0.0156
2024-02-12 2023-12-31 13F WELLTOWER COM 95040Q104 137,374 6,723 5.15 12,388 15.73 0.0156
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 130,651 -1,237 -0.94 10,703 0.33 0.0150
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 131,888 7,346 5.90 10,669 19.49 0.0146
2023-05-12 2023-03-31 13F WELLTOWER COM 95040Q104 124,542 2,621 2.15 8,929 11.71 0.0128
2023-02-13 2022-12-31 13F WELLTOWER COM 95040Q104 121,921 -3,078 -2.46 7,992 -0.60 0.0120
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 124,999 -30,886 -19.81 8,040 -37.37 0.0132
2022-08-15 2022-06-30 13F WELLTOWER COM 95040Q104 155,885 -449 -0.29 12,837 -14.59 0.0201
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 156,334 -21,195 -11.94 15,030 -1.29 0.0205
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 177,529 3,927 2.26 15,226 6.44 0.0201
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 173,602 -7,902 -4.35 14,305 -5.16 0.0210
2021-08-13 2021-06-30 13F WELLTOWER COM 95040Q104 181,504 -1,043 -0.57 15,083 15.36 0.0226
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 182,547 -733 -0.40 13,075 10.39 0.0216
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 183,280 10,425 6.03 11,844 24.37 0.0211
2020-11-16 2020-09-30 13F WELLTOWER COM 95040Q104 172,855 -19,483 -10.13 9,523 -4.33 0.0196
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 192,338 -315,070 -62.09 9,954 -57.19 0.0229
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 507,408 35,797 7.59 23,251 -39.74 0.0642
2020-02-13 2019-12-31 13F WELLTOWER COM 95040Q104 471,611 26,499 5.95 38,582 -4.46 0.0804
2019-11-19 2019-09-30 13F/A-1 WELLTOWER COM 95040Q104 445,112 -3,069 -0.68 40,383 10.44 0.1030
2019-11-13 2019-09-30 13F WELLTOWER COM 95040Q104 445,152 -3,029 40,387 22,638.9378
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 448,181 20,664 4.83 36,566 10.24 0.0943
2019-05-14 2019-03-31 13F WELLTOWER COM 95040Q104 427,517 5,264 1.25 33,170 13.24 0.0937
2019-02-13 2018-12-31 13F WELLTOWER COM 95040Q104 422,253 -4,489 -1.05 29,292 6.75 0.0947
2018-11-13 2018-09-30 13F WELLTOWER COM 95040Q104 426,742 -12,908 -2.94 27,440 -0.51 0.0786
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 439,650 54,410 14.12 27,580 31.27 0.0846
2018-05-11 2018-03-31 13F WELLTOWER COM 95040Q104 385,240 40,998 11.91 21,010 -4.41 0.0663
2018-02-14 2017-12-31 13F WELLTOWER COM 95040Q104 344,242 22,041 6.84 21,980 -3.01 0.0697
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 322,201 19,352 6.39 22,662 0.18 0.0787
2017-08-14 2017-06-30 13F WELLTOWER COM 95040Q104 302,849 -11,760 -3.74 22,621 1.56 0.0840
2017-05-10 2017-03-31 13F WELLTOWER COM 95040Q104 314,609 -522,673 -62.42 22,274 -60.25 0.0862
2017-02-16 2016-12-31 13F WELLTOWER COM 95040Q104 837,282 21,080 2.58 56,033 -8.12 0.2379
2016-11-15 2016-09-30 13F WELLTOWER COM 95040Q104 816,202 18,911 2.37 60,987 0.42 0.2743
2016-08-17 2016-06-30 13F WELLTOWER COM 95040Q104 797,291 797,291 0.00 60,731 0.2810
2016-05-16 2016-03-31 13F WELLTOWER COM 95040Q104 0 -756,834 -100.00 0 -100.00
2016-03-21 2015-12-31 13F/A-2 WELLTOWER COM 95040Q104 756,834 69,124 10.05 51,468 10.52 0.2680
2016-02-26 2015-12-31 13F/A-1 WELLTOWER COM 95040Q104 789,370 32,536 52,246 0.2732
2016-02-16 2015-12-31 13F WELLTOWER COM 95040Q104 780,887 53,705
2015-11-16 2015-09-30 13F WELLTOWER COM 95040Q104 687,710 687,710 46,571 0.2617
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.