Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionDnB Asset Management AS
Latest Disclosed Ownership199,890 shares
Latest Disclosed Value $ 39,520,252
DnB Asset Management AS reports 47.94% increase in ownership of WELL / Welltower Inc.

On May 14, 2026 - DnB Asset Management AS filed a 13F-HR form disclosing ownership of 199,890 shares of Welltower Inc. (MX:WELL) valued at $39,520,252 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 135,115 shares of Welltower Inc.. This represents a change in shares of 47.94% 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)
2026-05-14 2026-03-31 13F Welltower COM 95040Q104 199,890 64,775 47.94 39,520 57.59 0.1409
2026-02-05 2025-12-31 13F Welltower COM 95040Q104 135,115 -5,766 -4.09 25,079 -0.07 0.0875
2025-11-12 2025-09-30 13F Welltower COM 95040Q104 140,881 5,331 3.93 25,097 20.43 0.0938
2025-08-12 2025-06-30 13F Welltower COM 95040Q104 135,550 5,859 4.52 20,838 4.88 0.0864
2025-05-15 2025-03-31 13F Welltower common 95040Q104 129,691 56 0.04 19,870 21.62 0.0916
2025-02-12 2024-12-31 13F Welltower COM 95040Q104 129,635 24,591 23.41 16,338 21.48 0.0707
2024-11-12 2024-09-30 13F Welltower COM 95040Q104 105,044 9,474 9.91 13,449 34.98 0.0607
2024-07-05 2024-06-30 13F Welltower common 95040Q104 95,570 7,432 8.43 9,963 20.98 0.0475
2024-04-12 2024-03-31 13F Welltower common 95040Q104 88,138 -17,615 -16.66 8,236 -13.63 0.0429
2024-01-04 2023-12-31 13F Welltower common 95040Q104 105,753 -2,693 -2.48 9,536 7.34 0.0495
2023-10-13 2023-09-30 13F Welltower common 95040Q104 108,446 2,920 2.77 8,884 4.08 0.0531
2023-07-10 2023-06-30 13F/A-1 Welltower common 95040Q104 105,526 3,633 3.57 8,536 16.85 0.0491
2023-07-06 2023-06-30 13F Welltower common 95040Q104 105,526 3,633 8,536 0.0502
2023-04-20 2023-03-31 13F Welltower common 95040Q104 101,893 1,178 1.17 7,305 10.65 0.0463
2023-01-12 2022-12-31 13F Welltower common 95040Q104 100,715 6,585 7.00 6,602 9.04 0.0465
2022-10-11 2022-09-30 13F Welltower common 95040Q104 94,130 3,888 4.31 6,054 -18.53 0.0467
2022-07-08 2022-06-30 13F Welltower common 95040Q104 90,242 4,468 5.21 7,431 -9.88 0.0522
2022-04-08 2022-03-31 13F Welltower common 95040Q104 85,774 8,352 10.79 8,246 24.19 0.0490
2022-01-12 2021-12-31 13F Welltower common 95040Q104 77,422 7,862 11.30 6,640 15.86 0.0390
2021-10-15 2021-09-30 13F Welltower common 95040Q104 69,560 2,367 3.52 5,732 2.65 0.0372
2021-07-06 2021-06-30 13F Welltower common 95040Q104 67,193 5,682 9.24 5,584 26.71 0.0370
2021-04-15 2021-03-31 13F Welltower common 95040Q104 61,511 4,571 8.03 4,406 19.76 0.0322
2021-01-19 2020-12-31 13F Welltower common 95040Q104 56,940 3,893 7.34 3,679 25.91 0.0322
2020-10-14 2020-09-30 13F Welltower common 95040Q104 53,047 1,396 2.70 2,922 9.36 0.0311
2020-07-08 2020-06-30 13F Welltower common 95040Q104 51,651 -1,816 -3.40 2,673 9.19 0.0314
2020-04-17 2020-03-31 13F Welltower common 95040Q104 53,467 -10,446 -16.34 2,448 -53.18 0.0360
2020-01-13 2019-12-31 13F Welltower common 95040Q104 63,913 -11,054 -14.75 5,227 -23.09 0.0514
2019-10-16 2019-09-30 13F Welltower common 95040Q104 74,967 -10,488 -12.27 6,796 -2.47 0.0767
2019-07-08 2019-06-30 13F Welltower common 95040Q104 85,455 44,096 106.62 6,967 117.11 0.0802
2019-04-11 2019-03-31 13F Welltower common 95040Q104 41,359 -4,075 -8.97 3,209 1.78 0.0366
2019-01-15 2018-12-31 13F Welltower common 95040Q104 45,434 -689 -1.49 3,154 6.30 0.0409
2018-10-10 2018-09-30 13F Welltower common 95040Q104 46,123 1,896 4.29 2,967 7.00 0.0333
2018-07-06 2018-06-30 13F Welltower common 95040Q104 44,227 2,600 6.25 2,773 22.38 0.0327
2018-04-11 2018-03-31 13F Welltower common 95040Q104 41,627 2,800 7.21 2,266 -8.48 0.0273
2018-01-10 2017-12-31 13F Welltower common 95040Q104 38,827 1,600 4.30 2,476 -5.39 0.0298
2017-10-11 2017-09-30 13F Welltower common 95040Q104 37,227 0 0.00 2,616 -6.10 0.0348
2017-07-06 2017-06-30 13F Welltower common 95040Q104 37,227 100 0.27 2,786 5.97 0.0406
2017-04-19 2017-03-31 13F Welltower common 95040Q104 37,127 6,500 21.22 2,629 28.31 0.0413
2017-01-17 2016-12-31 13F Welltower common 95040Q104 30,627 1,700 5.88 2,050 -5.23 0.0376
2016-10-28 2016-09-30 13F Welltower common 95040Q104 28,927 1,500 5.47 2,163 3.49 0.0425
2016-07-08 2016-06-30 13F Welltower common 95040Q104 27,427 500 1.86 2,089 11.89 0.0443
2016-04-11 2016-03-31 13F Welltower common 95040Q104 26,927 3,000 12.54 1,867 14.75 0.0390
2016-01-20 2015-12-31 13F Welltower common 95040Q104 23,927 2,000 9.12 1,628 9.64 0.0349
2015-10-21 2015-09-30 13F Welltower common 95040Q104 21,927 21,927 1,485 0.0371
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.