Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionBlackRock, Inc.
Latest Disclosed Ownership61,659,473 shares
Ownership 9.50%
BlackRock, Inc. ownership in WELL / Welltower Inc.

2025-04-24 - BlackRock, Inc. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 61,659,473 shares of Welltower Inc. (US:WELL). This represents 9.5 percent ownership of the company. In their previous filing dated 2024-01-24 , BlackRock, Inc. had reported owning 58,183,233 shares, indicating an increase of 5.97 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-04-24 2025-04-24 13G/A 58,183,233 61,659,473 5.97 9.50 -9.52
2024-01-24 2024-01-24 13G/A 49,874,077 58,183,233 16.66 10.50 -0.94
2023-01-24 2023-01-24 13G 47,651,136 49,874,077 4.67 10.60 -2.75
2022-01-27 2022-01-27 13G/A 47,651,136 47,651,136 0.00 10.90 0.00
2022-01-25 2022-01-25 13G/A 43,455,641 47,651,136 9.65 10.90 4.81
2021-01-27 2021-01-27 13G/A 42,227,377 43,455,641 2.91 10.40 0.00
2020-02-04 2020-02-04 13G/A 40,590,694 42,227,377 4.03 10.40 -3.70
2019-02-11 2019-02-11 13G/A 39,409,200 40,590,694 3.00 10.80 1.89
2018-02-08 2018-02-08 13G/A 37,655,712 39,409,200 4.66 10.60 2.91
2017-01-17 2017-01-17 13G/A 36,175,668 37,655,712 4.09 10.30 0.98
2016-01-08 2016-01-08 13G/A 36,164,896 36,175,668 0.03 10.20 0.00
2015-12-10 2015-12-10 13G/A 36,164,896 10.20

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-13 2026-03-31 13F WELLTOWER COM 95040Q104 74,003,756 1,223,102 1.68 14,631,283 8.31 0.2556
2026-02-12 2025-12-31 13F WELLTOWER COM 95040Q104 72,780,654 3,365,563 4.85 13,508,817 9.25 0.2283
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 69,415,091 2,864,201 4.30 12,365,604 20.87 0.2165
2025-08-12 2025-06-30 13F WELLTOWER COM 95040Q104 66,550,890 934,466 1.42 10,230,868 1.77 0.1948
2025-05-02 2025-03-31 13F WELLTOWER COM 95040Q104 65,616,424 715,347 1.10 10,053,092 22.91 0.2112
2025-02-07 2024-12-31 13F WELLTOWER COM 95040Q104 64,901,077 3,364,141 5.47 8,179,483 3.82 0.1655
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 61,536,936 2,560,957 4.34 7,878,574 28.14 0.1654
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 58,975,979 -158,580 -0.27 6,148,246 11.27 0.1392
2024-05-10 2024-03-31 13F WELLTOWER COM 95040Q104 59,134,559 950,976 1.63 5,525,533 5.32 0.1286
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 58,183,583 5,558,240 10.56 5,246,414 21.70 0.1338
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 52,625,343 -783,760 -1.47 4,311,068 -0.21 0.1240
2023-08-11 2023-06-30 13F WELLTOWER COM 95040Q104 53,409,103 2,929,873 5.80 4,320,262 19.38 0.1191
2023-05-12 2023-03-31 13F WELLTOWER COM 95040Q104 50,479,230 604,570 1.21 3,618,856 10.69 0.1067
2023-02-13 2022-12-31 13F WELLTOWER COM 95040Q104 49,874,660 -51,972 -0.10 3,269,284 1.81 0.1024
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 49,926,632 72,849 0.15 3,211,281 -21.78 0.1092
2022-08-12 2022-06-30 13F WELLTOWER COM 95040Q104 49,853,783 3,609,656 7.81 4,105,459 -7.66 0.1317
2022-05-12 2022-03-31 13F WELLTOWER COM 95040Q104 46,244,127 -1,407,009 -2.95 4,445,910 8.78 0.1198
2022-02-10 2021-12-31 13F WELLTOWER COM 95040Q104 47,651,136 3,564,148 8.08 4,087,042 12.50 0.1041
2021-11-09 2021-09-30 13F WELLTOWER COM 95040Q104 44,086,988 376,865 0.86 3,632,769 0.01 0.1017
2021-08-11 2021-06-30 13F WELLTOWER COM 95040Q104 43,710,123 520,431 1.20 3,632,309 17.41 0.1011
2021-05-07 2021-03-31 13F WELLTOWER COM 95040Q104 43,189,692 -265,949 -0.61 3,093,680 10.17 0.0909
2021-02-05 2020-12-31 13F WELLTOWER COM 95040Q104 43,455,641 1,030,817 2.43 2,808,106 20.15 0.0896
2020-11-06 2020-09-30 13F WELLTOWER COM 95040Q104 42,424,824 1,497,450 3.66 2,337,181 10.35 0.0862
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 40,927,374 -1,650,862 -3.88 2,117,992 8.66 0.0845
2020-05-01 2020-03-31 13F WELLTOWER COM 95040Q104 42,578,236 350,859 0.83 1,949,232 -43.56 0.0953
2020-02-13 2019-12-31 13F WELLTOWER COM 95040Q104 42,227,377 1,269,037 3.10 3,453,354 -6.99 0.1324
2019-11-08 2019-09-30 13F WELLTOWER COM 95040Q104 40,958,340 -235,511 -0.57 3,712,876 10.55 0.1559
2019-08-22 2019-06-30 13F/A-1 WELLTOWER COM 95040Q104 41,193,851 1,275,865 3.20 3,358,533 8.42 0.1437
2019-08-13 2019-06-30 13F WELLTOWER COM 95040Q104 41,193,851 1,275,865 3,358,533
2019-05-09 2019-03-31 13F WELLTOWER COM 95040Q104 39,917,986 1,414,802 3.67 3,097,636 15.91 0.1383
2019-02-08 2018-12-31 13F WELLTOWER COM 95040Q104 38,503,184 232,543 0.61 2,672,505 8.57 0.1349
2018-11-09 2018-09-30 13F WELLTOWER COM 95040Q104 38,270,641 934,742 2.50 2,461,568 5.17 0.1065
2018-08-09 2018-06-30 13F WELLTOWER COM 95040Q104 37,335,899 48,691 0.13 2,340,590 15.33 0.1078
2018-05-09 2018-03-31 13F WELLTOWER COM 95040Q104 37,287,208 234,866 0.63 2,029,544 -14.11 0.0970
2018-02-09 2017-12-31 13F WELLTOWER COM 95040Q104 37,052,342 -105,286 -0.28 2,362,828 -9.52 0.1124
2017-11-14 2017-09-30 13F WELLTOWER COM 95040Q104 37,157,628 630,107 1.73 2,611,440 -4.49 0.1318
2017-08-10 2017-06-30 13F WELLTOWER COM 95040Q104 36,527,521 1,006,529 2.83 2,734,085 8.69 0.1450
2017-05-12 2017-03-31 13F WELLTOWER COM 95040Q104 35,520,992 34,197,947 2,584.79 2,515,596 2,740.88 0.1381
2017-02-10 2016-12-31 13F WELLTOWER COM 95040Q104 1,323,045 160,235 13.78 88,550 1.85 0.1253
2016-11-08 2016-09-30 13F WELLTOWER COM 95040Q104 1,162,810 36,591 3.25 86,943 1.35 0.1248
2016-08-10 2016-06-30 13F WELLTOWER COM 95040Q104 1,126,219 -90,634 -7.45 85,784 1.67 0.1291
2016-05-10 2016-03-31 13F WELLTOWER COM 95040Q104 1,216,853 -138,188 -10.20 84,377 -8.47 0.1357
2016-02-11 2015-12-31 13F WELLTOWER COM 95040Q104 1,355,041 165,082 13.87 92,183 14.39 0.1352
2015-11-13 2015-09-30 13F WELLTOWER COM 95040Q104 1,189,959 1,189,959 80,585 0.1263
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.