Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership6,634,404 shares
Latest Disclosed Value $ 1,311,687,917
Invesco Ltd. reports 4.07% decrease in ownership of WELL / Welltower Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 6,634,404 shares of Welltower Inc. (US:WELL) valued at $1,311,688,015 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 6,916,027 shares of Welltower Inc.. This represents a change in shares of -4.07% during the quarter. The current value of the position is $1,332,520,043 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 6,634,404 -281,623 -4.07 1,311,688 2.18 0.2008
2026-02-19 2025-12-31 13F WELLTOWER COM 95040Q104 6,916,027 -90,018 -1.28 1,283,684 2.85 0.1968
2025-11-13 2025-09-30 13F WELLTOWER COM 95040Q104 7,006,045 -289,551 -3.97 1,248,057 11.28 0.1966
2025-08-13 2025-06-30 13F WELLTOWER COM 95040Q104 7,295,596 207,964 2.93 1,121,552 3.28 0.1907
2025-05-12 2025-03-31 13F WELLTOWER COM 95040Q104 7,087,632 -337,365 -4.54 1,085,896 16.04 0.2057
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 7,424,997 6,651 0.09 935,772 -1.47 0.1730
2024-11-12 2024-09-30 13F WELLTOWER COM 95040Q104 7,418,346 542,468 7.89 949,771 32.50 0.1834
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 6,875,878 -369,682 -5.10 716,810 5.88 0.1516
2024-05-14 2024-03-31 13F WELLTOWER COM 95040Q104 7,245,560 -387,360 -5.07 677,025 -1.63 0.1454
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 7,632,920 -853,691 -10.06 688,260 -1.00 0.1638
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 8,486,611 1,581,084 22.90 695,223 24.46 0.1872
2023-08-11 2023-06-30 13F WELLTOWER COM 95040Q104 6,905,527 296,863 4.49 558,588 17.90 0.1464
2023-05-12 2023-03-31 13F WELLTOWER COM 95040Q104 6,608,664 2,043,465 44.76 473,775 58.32 0.1322
2023-02-13 2022-12-31 13F WELLTOWER COM 95040Q104 4,565,199 -1,415,451 -23.67 299,249 -22.21 0.0876
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 5,980,650 -1,483,635 -19.88 384,676 -37.42 0.1238
2022-08-15 2022-06-30 13F WELLTOWER COM 95040Q104 7,464,285 539,960 7.80 614,684 -7.66 0.1862
2022-05-16 2022-03-31 13F WELLTOWER COM 95040Q104 6,924,325 -1,375,984 -16.58 665,703 -6.49 0.1698
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 8,300,309 -123,594 -1.47 711,918 2.56 0.1716
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 8,423,903 601,859 7.69 694,127 6.79 0.1759
2021-08-17 2021-06-30 13F WELLTOWER COM 95040Q104 7,822,044 -29,086 -0.37 650,012 15.58 0.1599
2021-05-17 2021-03-31 13F WELLTOWER COM 95040Q104 7,851,130 2,623,132 50.17 562,377 66.47 0.1501
2021-02-16 2020-12-31 13F WELLTOWER COM 95040Q104 5,227,998 4,163,671 391.20 337,831 476.16 0.0983
2020-11-16 2020-09-30 13F WELLTOWER COM 95040Q104 1,064,327 -791,900 -42.66 58,635 -38.96 0.0198
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 1,856,227 -1,115,121 -37.53 96,059 -29.38 0.0343
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 2,971,348 -2,565,042 -46.33 136,029 -69.96 0.0573
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 5,536,390 1,469,514 36.13 452,765 22.81 0.1406
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 4,066,876 -1,175,073 -22.42 368,662 -13.74 0.0964
2019-08-14 2019-06-30 13F/A-1 WELLTOWER COM 95040Q104 5,241,949 -221,812 -4.06 427,377 0.80 0.1100
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 5,241,949 -5,460,022 427,377
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 5,463,761 423,506 8.40 423,987 21.19 0.1430
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 5,040,255 130,213 2.65 349,843 10.78 0.1339
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 4,910,042 -1,579,356 -24.34 315,813 -22.37 0.0994
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 6,489,398 -2,100,358 -24.45 406,822 -12.99 0.1346
2018-05-15 2018-03-31 13F WELLTOWER COM 95040Q104 8,589,756 -433,557 -4.80 467,541 -18.75 0.1747
2018-02-14 2017-12-31 13F WELLTOWER COM 95040Q104 9,023,313 1,020,047 12.75 575,415 2.30 0.2075
2017-11-14 2017-09-30 13F WELLTOWER COM 95040Q104 8,003,266 -1,983,755 -19.86 562,469 -24.76 0.2078
2017-08-14 2017-06-30 13F WELLTOWER COM 95040Q104 9,987,021 -83,975 -0.83 747,528 4.81 0.2326
2017-05-15 2017-03-31 13F WELLTOWER COM 95040Q104 10,070,996 1,834,223 22.27 713,229 29.38 0.2342
2017-02-14 2016-12-31 13F WELLTOWER COM 95040Q104 8,236,773 2,615,749 46.54 551,287 31.17 0.1853
2016-11-14 2016-09-30 13F WELLTOWER COM 95040Q104 5,621,024 -1,413,179 -20.09 420,285 -21.56 0.1444
2016-08-15 2016-06-30 13F WELLTOWER COM 95040Q104 7,034,203 2,503,561 55.26 535,796 70.55 0.1968
2016-05-16 2016-03-31 13F WELLTOWER COM 95040Q104 4,530,642 -57,167 -1.25 314,154 0.66 0.1277
2016-02-16 2015-12-31 13F WELLTOWER COM 95040Q104 4,587,809 -1,057,300 -18.73 312,108 -18.36 0.1245
2015-11-16 2015-09-30 13F WELLTOWER COM 95040Q104 5,645,109 5,645,109 382,287 0.1622
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.