Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionVan Eck Associates Corp
Latest Disclosed Ownership471,607 shares
Latest Disclosed Value $ 93,241
Van Eck Associates Corp reports 23.39% increase in ownership of WELL / Welltower Inc.

On May 15, 2026 - Van Eck Associates Corp filed a 13F-HR form disclosing ownership of 471,607 shares of Welltower Inc. (US:WELL) valued at $93,241,420 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 382,195 shares of Welltower Inc.. This represents a change in shares of 23.39% during the quarter. The current value of the position is $94,128,041 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)
2026-05-15 2026-03-31 13F Welltower COM 95040Q104 471,607 89,412 23.39 93 32.86 0.0611
2026-02-13 2025-12-31 13F Welltower COM 95040Q104 382,195 23,102 6.43 71 11.11 0.0586
2025-11-13 2025-09-30 13F Welltower COM 95040Q104 359,093 40,360 12.66 64 31.25 0.0594
2025-08-14 2025-06-30 13F Welltower COM 95040Q104 318,733 18,131 6.03 49 4.35 0.0555
2025-05-15 2025-03-31 13F Welltower COM 95040Q104 300,602 20,262 7.23 46 31.43 0.0595
2025-01-29 2024-12-31 13F Welltower COM 95040Q104 280,340 982 0.35 35 -2.78 0.0452
2024-10-29 2024-09-30 13F Welltower COM 95040Q104 279,358 41,819 17.61 37 50.00 0.0460
2024-07-31 2024-06-30 13F Welltower COM 95040Q104 237,539 -2,160 -0.90 25 9.09 0.0352
2024-04-30 2024-03-31 13F Welltower COM 95040Q104 239,699 23,431 10.83 22 15.79 0.0339
2024-02-05 2023-12-31 13F Welltower COM 95040Q104 216,268 31,968 17.35 20 26.67 0.0355
2023-11-08 2023-09-30 13F Welltower COM 95040Q104 184,300 8,657 4.93 15 7.14 0.0331
2023-08-03 2023-06-30 13F Welltower COM 95040Q104 175,643 -2,290 -1.29 14 16.67 0.0311
2023-05-03 2023-03-31 13F Welltower COM 95040Q104 177,933 52 0.03 13 9.09 0.0290
2023-02-08 2022-12-31 13F Welltower COM 95040Q104 177,881 18,783 11.81 12 -99.89 0.0301
2022-10-27 2022-09-30 13F Welltower COM 95040Q104 159,098 -60,229 -27.46 10,233 -43.35 0.0305
2022-08-03 2022-06-30 13F Welltower COM 95040Q104 219,327 -10,978 -4.77 18,062 -18.43 0.0479
2022-05-10 2022-03-31 13F Welltower COM 95040Q104 230,305 -30,501 -11.69 22,142 -1.01 0.0457
2022-01-26 2021-12-31 13F Welltower COM 95040Q104 260,806 67,662 35.03 22,369 40.55 0.0518
2021-11-03 2021-09-30 13F Welltower COM 95040Q104 193,144 51,876 36.72 15,915 35.57 0.0400
2021-08-10 2021-06-30 13F Welltower COM 95040Q104 141,268 63,119 80.77 11,739 109.70 0.0278
2021-05-13 2021-03-31 13F Welltower COM 95040Q104 78,149 10,434 15.41 5,598 27.93 0.0152
2021-02-09 2020-12-31 13F Welltower COM 95040Q104 67,715 6,126 9.95 4,376 28.97 0.0127
2020-12-04 2020-09-30 13F/A-1 Welltower COM 95040Q104 61,589 -31,896 -34.12 3,393 -29.87 0.0108
2020-11-12 2020-09-30 13F Welltower COM 95040Q104 61,589 -31,896 3,393 10,519.5009
2020-08-14 2020-06-30 13F/A-1 Welltower COM 95040Q104 93,485 -15,111 -13.91 4,838 -2.70 0.0169
2020-08-10 2020-06-30 13F Welltower COM 95040Q104 93,485 -15,111 4,838 16,435.9021
2020-05-12 2020-03-31 13F Welltower COM 95040Q104 108,596 3,943 3.77 4,972 -41.91 0.0252
2020-02-13 2019-12-31 13F Welltower COM 95040Q104 104,653 6,717 6.86 8,559 -3.59 0.0331
2019-11-08 2019-09-30 13F Welltower COM 95040Q104 97,936 5,900 6.41 8,878 18.31 0.0416
2019-08-07 2019-06-30 13F Welltower COM 95040Q104 92,036 1,891 2.10 7,504 7.28 0.0361
2019-05-13 2019-03-31 13F Welltower COM 95040Q104 90,145 389 0.43 6,995 12.28 0.0344
2019-02-12 2018-12-31 13F Welltower COM 95040Q104 89,756 7,218 8.75 6,230 17.35 0.0312
2018-11-13 2018-09-30 13F Welltower COM 95040Q104 82,538 3,956 5.03 5,309 7.78 0.0259
2018-08-13 2018-06-30 13F Welltower COM 95040Q104 78,582 78,582 4,926 0.0230
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.