Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership85,785,659 shares
Ownership 13.11%
Vanguard Group Inc ownership in WELL / Welltower Inc.

2025-07-29 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 85,785,659 shares of Welltower Inc. (US:WELL). This represents 13.11 percent ownership of the company. In their previous filing dated 2025-04-30 , Vanguard Group Inc had reported owning 92,389,505 shares, indicating a decrease of -7.15 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)
2025-07-29 2025-07-29 13G/A 92,389,505 85,785,659 -7.15 13.11 -8.96
2025-04-30 2025-04-30 13G/A 85,929,843 92,389,505 7.52 14.40 -6.80
2024-02-13 2024-02-13 13G/A 75,690,885 85,929,843 13.53 15.45 -3.56
2023-02-09 2023-02-09 13G/A 68,821,686 75,690,885 9.98 16.02 1.33
2022-02-10 2022-02-10 13G/A 64,370,294 68,821,686 6.92 15.81 2.46
2021-02-10 2021-02-10 13G/A 52,864,862 64,370,294 21.76 15.43 18.51
2020-02-11 2020-02-11 13G/A 47,959,065 52,864,862 10.23 13.02 2.04
2019-02-11 2019-02-11 13G/A 53,996,698 47,959,065 -11.18 12.76 -12.42
2018-02-09 2018-02-09 13G/A 50,921,235 53,996,698 6.04 14.57 3.77
2017-02-10 2017-02-10 13G/A 51,744,997 50,921,235 -1.59 14.04 -3.97
2016-02-11 2016-02-11 13G/A 51,744,997 14.62

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)
2026-01-29 2025-12-31 13F WELLTOWER COM 95040Q104 92,421,471 2,643,088 2.94 17,154,349 7.26 0.2487
2025-11-07 2025-09-30 13F WELLTOWER COM 95040Q104 89,778,383 3,991,896 4.65 15,993,121 21.27 0.2394
2025-08-11 2025-06-30 13F WELLTOWER COM 95040Q104 85,786,487 -6,603,846 -7.15 13,187,957 -6.83 0.2135
2025-05-09 2025-03-31 13F WELLTOWER COM 95040Q104 92,390,333 -5,904,925 -6.01 14,155,123 14.26 0.2559
2025-02-11 2024-12-31 13F WELLTOWER COM 95040Q104 98,295,258 2,612,044 2.73 12,388,151 1.13 0.2158
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 95,683,214 1,305,820 1.38 12,250,322 24.51 0.2194
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 94,377,394 5,189,510 5.82 9,838,843 18.06 0.1890
2024-05-10 2024-03-31 13F WELLTOWER COM 95040Q104 89,187,884 3,257,213 3.79 8,333,716 7.55 0.1651
2024-03-11 2023-12-31 13F/A-1 WELLTOWER COM 95040Q104 85,930,671 5,173,079 6.41 7,748,369 17.12 0.1693
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 85,930,671 5,173,079 7,748,369 0.1471
2023-12-18 2023-09-30 13F/A-1 WELLTOWER COM 95040Q104 80,757,592 2,156,673 2.74 6,615,662 4.05 0.1625
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 80,757,592 2,156,673 6,615,662 0.0293
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 78,600,919 1,343,128 1.74 6,358,028 14.79 0.1508
2023-07-14 2023-03-31 13F/A-1 WELLTOWER COM 95040Q104 77,257,791 1,566,906 2.07 5,538,611 11.63 0.1410
2023-05-15 2023-03-31 13F WELLTOWER COM 95040Q104 77,256,963 1,566,078 5,538,552 0.1411
2023-02-10 2022-12-31 13F WELLTOWER COM 95040Q104 75,690,885 1,203,750 1.62 4,961,538 3.56 0.1351
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 74,487,135 1,674,989 2.30 4,791,012 -20.10 0.1409
2022-08-12 2022-06-30 13F WELLTOWER COM 95040Q104 72,812,146 1,078,309 1.50 5,996,080 -13.06 0.1686
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 71,733,837 2,912,151 4.23 6,896,491 16.83 0.1631
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 68,821,686 1,801,505 2.69 5,902,837 6.89 0.1340
2021-11-12 2021-09-30 13F WELLTOWER COM 95040Q104 67,020,181 654,671 0.99 5,522,462 0.14 0.1372
2021-08-13 2021-06-30 13F WELLTOWER COM 95040Q104 66,365,510 462,414 0.70 5,514,975 16.83 0.1372
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 65,903,096 1,532,802 2.38 4,720,639 13.49 0.1277
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 64,370,294 5,824,972 9.95 4,159,609 28.97 0.1207
2020-11-16 2020-09-30 13F WELLTOWER COM 95040Q104 58,545,322 5,866,054 11.14 3,225,261 18.31 0.1067
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 52,679,268 -294,639 -0.56 2,726,151 12.41 0.0967
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 52,973,907 109,045 0.21 2,425,146 -43.91 0.1034
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 52,864,862 -470,866 -0.88 4,323,289 -10.58 0.1474
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 53,335,728 1,426,299 2.75 4,834,883 14.24 0.1793
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 51,909,429 1,565,217 3.11 4,232,177 8.33 0.1592
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 50,344,212 2,385,147 4.97 3,906,711 17.36 0.1533
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 47,959,065 148,992 0.31 3,328,839 8.25 0.1496
2018-12-13 2018-09-30 13F/A-2 WELLTOWER COM 95040Q104 47,810,073 145,725 0.31 3,075,144 2.91 0.1202
2018-11-23 2018-09-30 13F/A-1 WELLTOWER COM 95040Q104 47,810,073 0 3,075,144 0.1202
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 47,810,073 145,725 3,075,144
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 47,664,348 -2,886,389 -5.71 2,988,078 8.60 0.1250
2018-05-15 2018-03-31 13F WELLTOWER COM 95040Q104 50,550,737 -3,445,961 -6.38 2,751,477 -20.09 0.1203
2018-02-14 2017-12-31 13F WELLTOWER COM 95040Q104 53,996,698 619,618 1.16 3,443,369 -8.21 0.1506
2017-11-14 2017-09-30 13F WELLTOWER COM 95040Q104 53,377,080 832,304 1.58 3,751,340 -4.62 0.1753
2017-08-24 2017-06-30 13F/A-1 WELLTOWER COM 95040Q104 52,544,776 319,528 0.61 3,932,976 6.34 0.1937
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 52,544,776 319,528 3,932,976
2017-05-12 2017-03-31 13F WELLTOWER COM 95040Q104 52,225,248 1,304,013 2.56 3,698,592 8.52 0.1901
2017-02-14 2016-12-31 13F WELLTOWER COM 95040Q104 50,921,235 72,619 0.14 3,408,159 -10.36 0.1901
2016-11-14 2016-09-30 13F WELLTOWER COM 95040Q104 50,848,616 973,130 1.95 3,801,952 0.08 0.2233
2016-08-10 2016-06-30 13F WELLTOWER COM 95040Q104 49,875,486 -3,465,922 -6.50 3,799,015 2.71 0.2359
2016-05-13 2016-03-31 13F WELLTOWER COM 95040Q104 53,341,408 1,596,411 3.09 3,698,694 5.07 0.2396
2016-02-08 2015-12-31 13F WELLTOWER COM 95040Q104 51,744,997 1,681,591 3.36 3,520,211 3.83 0.2367
2015-11-12 2015-09-30 13F/A-1 WELLTOWER COM 95040Q104 50,063,406 50,063,406 3,390,293 0.1440
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.