Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionColony Group, LLC
Latest Disclosed Ownership139,767 shares
Latest Disclosed Value $ 25,942,473
Colony Group, LLC reports 227.98% increase in ownership of WELL / Welltower Inc.

On February 13, 2026 - Colony Group, LLC filed a 13F-HR form disclosing ownership of 139,767 shares of Welltower Inc. (MX:WELL) valued at $25,942,473 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 42,614 shares of Welltower Inc.. This represents a change in shares of 227.98% during the quarter.

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)
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 139,767 97,153 227.98 25,942 241.70 0.0296
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 42,614 3,509 8.97 7,592 26.30 0.0122
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 39,105 72 0.18 6,012 0.52 0.0130
2025-05-20 2025-03-31 13F/A-1 WELLTOWER COM 95040Q104 39,033 878 2.30 5,980 24.38 0.0150
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 39,033 2,128 5,980 0.0150
2025-05-29 2024-12-31 13F/A-2 WELLTOWER COM 95040Q104 38,155 17,058 80.86 4,809 78.01 0.0125
2025-05-20 2024-12-31 13F/A-1 WELLTOWER COM 95040Q104 36,905 15,808 4,809 0.0125
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 36,905 15,808 4,809 0.0125
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 21,097 4,138 24.40 2,701 270,000.00 0.0086
2024-08-15 2024-06-30 13F WELLTOWER COM 95040Q104 16,959 2,206 14.95 2 0.00 0.0060
2024-05-16 2024-03-31 13F WELLTOWER Common 95040Q104 14,753 244 1.68 1 0.00 0.0112
2024-02-15 2023-12-31 13F WELLTOWER COM 95040Q104 14,509 14,509 1 0.0171
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.