Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership2,457 shares
Latest Disclosed Value $ 493,636
Whittier Trust Co reports 1.64% decrease in ownership of WELL / Welltower Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 2,457 shares of Welltower Inc. (US:WELL) valued at $485,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,498 shares of Welltower Inc.. This represents a change in shares of -1.64% during the quarter. The current value of the position is $490,393 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 common 95040Q104 2,457 -41 -1.64 494 6.48 0.0029
2026-01-26 2025-12-31 13F WELLTOWER common 95040Q104 2,498 -523 -17.31 464 -12.31 0.0050
2025-10-31 2025-09-30 13F WELLTOWER common 95040Q104 3,021 -1,386 -31.45 529 -22.01 0.0060
2025-07-30 2025-06-30 13F WELLTOWER INC COM REIT'S 95040Q104 4,407 239 5.73 677 6.11 0.0082
2025-05-02 2025-03-31 13F WELLTOWER INC COM REIT'S 95040Q104 4,168 -34 -0.81 639 20.60 0.0089
2025-02-11 2024-12-31 13F WELLTOWER INC COM REIT'S 95040Q104 4,202 -129 -2.98 530 -4.51 0.0070
2024-10-21 2024-09-30 13F WELLTOWER INC COM REIT'S 95040Q104 4,331 625 16.86 554 43.52 0.0074
2024-07-29 2024-06-30 13F WELLTOWER INC COM REIT'S 95040Q104 3,706 50 1.37 386 13.20 0.0055
2024-05-02 2024-03-31 13F WELLTOWER INC COM REIT'S 95040Q104 3,656 -2 -0.05 342 3.65 0.0050
2024-01-11 2023-12-31 13F WELLTOWER INC COM REIT'S 95040Q104 3,658 -4,914 -57.33 330 -53.13 0.0053
2023-10-27 2023-09-30 13F WELLTOWER INC COM REIT'S 95040Q104 8,572 46 0.54 702 1.89 0.0125
2023-07-24 2023-06-30 13F WELLTOWER INC COM REIT'S 95040Q104 8,526 0 0.00 690 12.77 0.0120
2023-04-21 2023-03-31 13F WELLTOWER INC COM REIT'S 95040Q104 8,526 0 0.00 611 9.50 0.0111
2023-01-25 2022-12-31 13F WELLTOWER INC COM REIT'S 95040Q104 8,526 -61 -0.71 559 1.09 0.0109
2022-10-21 2022-09-30 13F WELLTOWER INC COM REIT'S 95040Q104 8,587 -2,743 -24.21 552 -40.84 0.0116
2022-07-28 2022-06-30 13F WELLTOWER INC COM REIT'S 95040Q104 11,330 30 0.27 933 -14.09 0.0188
2022-04-29 2022-03-31 13F WELLTOWER INC COM REIT'S 95040Q104 11,300 420 3.86 1,086 16.40 0.0183
2022-01-19 2021-12-31 13F WELLTOWER INC COM REIT'S 95040Q104 10,880 -400 -3.55 933 0.43 0.0152
2021-11-01 2021-09-30 13F WELLTOWER INC COM REIT'S 95040Q104 11,280 -125 -1.10 929 -1.90 0.0169
2021-07-29 2021-06-30 13F WELLTOWER INC COM REIT'S 95040Q104 11,405 0 0.00 947 15.91 0.0169
2021-04-26 2021-03-31 13F WELLTOWER INC COM REIT'S 95040Q104 11,405 1,311 12.99 817 25.31 0.0159
2021-01-29 2020-12-31 13F WELLTOWER INC COM REIT'S 95040Q104 10,094 -282 -2.72 652 13.99 0.0139
2020-10-30 2020-09-30 13F WELLTOWER INC COM REIT'S 95040Q104 10,376 -40 -0.38 572 6.12 0.0136
2020-07-10 2020-06-30 13F WELLTOWER INC COM REIT'S 95040Q104 10,416 -999 -8.75 539 3.06 0.0150
2020-04-27 2020-03-31 13F WELLTOWER INC COM REIT'S 95040Q104 11,415 10 0.09 523 -43.94 0.0171
2020-01-31 2019-12-31 13F WELLTOWER INC COM REIT'S 95040Q104 11,405 12 0.11 933 -9.68 0.0245
2019-10-18 2019-09-30 13F WELLTOWER INC COM REIT'S 95040Q104 11,393 203 1.81 1,033 13.14 0.0296
2019-07-23 2019-06-30 13F WELLTOWER INC COM REIT'S 95040Q104 11,190 0 0.00 913 5.18 0.0268
2019-04-29 2019-03-31 13F WELLTOWER INC COM REIT'S 95040Q104 11,190 -1,083 -8.82 868 1.88 0.0265
2019-02-07 2018-12-31 13F WELLTOWER INC COM REIT'S 95040Q104 12,273 1,052 9.38 852 18.17 0.0293
2018-10-23 2018-09-30 13F WELLTOWER INC COM REIT'S 95040Q104 11,221 -100 -0.88 721 1.55 0.0225
2018-07-27 2018-06-30 13F/A-1 WELLTOWER INC COM REIT'S 95040Q104 11,321 1,652 17.09 710 34.98 0.0235
2018-05-01 2018-03-31 13F WELLTOWER INC COM REIT'S 95040Q104 9,669 -3 -0.03 526 -14.75 0.0177
2018-02-07 2017-12-31 13F WELLTOWER INC COM REIT'S 95040Q104 9,672 0 0.00 617 -9.26 0.0215
2017-10-23 2017-09-30 13F WELLTOWER INC COM REIT'S 95040Q104 9,672 0 0.00 680 -6.08 0.0248
2017-07-20 2017-06-30 13F WELLTOWER INC COM REIT'S 95040Q104 9,672 0 0.00 724 5.69 0.0280
2017-04-26 2017-03-31 13F WELLTOWER REIT'S 95040Q104 9,672 0 0.00 685 5.87 0.0276
2017-01-18 2016-12-31 13F WELLTOWER INC COM REIT'S 95040Q104 9,672 0 0.00 647 -10.51 0.0275
2016-11-10 2016-09-30 13F WELLTOWER INC COM REIT'S 95040Q104 9,672 0 0.00 723 -1.90 0.0315
2016-07-28 2016-06-30 13F WELLTOWER INC COM REIT'S 95040Q104 9,672 0 0.00 737 9.84 0.0325
2016-04-28 2016-03-31 13F WELLTOWER INC COM REIT'S 95040Q104 9,672 -175 -1.78 671 0.15 0.0297
2016-02-10 2015-12-31 13F WELLTOWER INC COM REIT?S 95040Q104 9,847 8,847 884.70 670 885.29 0.0304
2015-11-12 2015-09-30 13F WELLTOWER INC COM REIT?S 95040Q104 1,000 1,000 68 0.0033
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.