Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership8,666,680 shares
Latest Disclosed Value $ 1,692,602,817
Jpmorgan Chase & Co reports 2.67% increase in ownership of WELL / Welltower Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 8,666,680 shares of Welltower Inc. (MX:WELL) valued at $1,692,602,817 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 8,440,994 shares of Welltower Inc.. This represents a change in shares of 2.67% 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)
2026-05-13 2026-03-31 13F/A-1 WELLTOWER COMMON 95040Q104 8,666,680 225,686 2.67 1,692,603 8.03 0.0118
2026-05-13 2026-03-31 13F WELLTOWER COMMON 95040Q104 0 -100.00 0
2026-02-11 2025-12-31 13F WELLTOWER COMMON 95040Q104 8,440,994 626,311 8.01 1,566,733 12.54 0.0984
2025-11-26 2025-09-30 13F/A-1 WELLTOWER COMMON 95040Q104 7,814,683 -83,708 -1.06 1,392,122 14.65 0.0834
2025-11-07 2025-09-30 13F WELLTOWER COMMON 95040Q104 7,814,683 -83,708 1,392,122 0.0088
2025-08-12 2025-06-30 13F WELLTOWER COMMON 95040Q104 7,898,391 149,724 1.93 1,214,232 2.28 0.0794
2025-05-12 2025-03-31 13F WELLTOWER COMMON 95040Q104 7,748,667 -2,392,071 -23.59 1,187,173 -7.11 0.0867
2025-02-12 2024-12-31 13F WELLTOWER COMMON 95040Q104 10,140,738 -2,591,848 -20.36 1,278,037 -21.60 0.0952
2024-12-26 2024-09-30 13F/A-1 WELLTOWER COMMON 95040Q104 12,732,586 -93,002 -0.73 1,630,153 21.92 0.1239
2024-11-08 2024-09-30 13F WELLTOWER COMMON 95040Q104 12,457,425 -368,163 1,594,924 0.1216
2024-12-26 2024-06-30 13F/A-1 WELLTOWER COMMON 95040Q104 12,825,588 6,116,535 91.17 1,337,068 113.28 0.1096
2024-08-12 2024-06-30 13F WELLTOWER COMMON 95040Q104 12,825,588 6,116,535 1,337,068 0.1098
2024-12-26 2024-03-31 13F/A-1 WELLTOWER COMMON 95040Q104 6,709,053 1,988,912 42.14 626,894 47.29 0.0530
2024-05-10 2024-03-31 13F WELLTOWER COMMON 95040Q104 6,245,756 1,525,615 583,604 0.0494
2024-12-26 2023-12-31 13F/A-1 WELLTOWER COMMON 95040Q104 4,720,141 -839,472 -15.10 425,615 -6.55 0.0408
2024-02-12 2023-12-31 13F WELLTOWER COMMON 95040Q104 4,423,645 -1,135,968 398,880 0.0383
2023-11-14 2023-09-30 13F Welltower RET 95040Q104 5,559,613 -1,999,254 -26.45 455,444 -25.51 0.0502
2023-08-11 2023-06-30 13F WELLTOWER COMMON 95040Q104 7,558,867 2,535,194 50.46 611,437 69.77 0.0664
2023-05-18 2023-03-31 13F/A-1 WELLTOWER COMMON 95040Q104 5,023,673 106,981 2.18 360,147 111,746.58 0.0439
2023-05-11 2023-03-31 13F WELLTOWER COMMON 95040Q104 4,801,289 -115,403 360,147 0.0053
2023-02-13 2022-12-31 13F WELLTOWER COMMON 95040Q104 4,916,692 -244,200 -4.73 322 -99.90 0.0425
2022-11-14 2022-09-30 13F WELLTOWER COMMON 95040Q104 5,160,892 -1,066,348 -17.12 331,950 -35.27 0.0477
2022-08-11 2022-06-30 13F WELLTOWER COMMON 95040Q104 6,227,240 -309,929 -4.74 512,816 -18.40 0.0714
2022-05-11 2022-03-31 13F WELLTOWER COMMON 95040Q104 6,537,169 34,843 0.54 628,484 12.69 0.0757
2022-02-11 2021-12-31 13F/A-1 WELLTOWER COMMON 95040Q104 6,502,326 1,383,663 27.03 557,704 32.23 0.0644
2022-02-10 2021-12-31 13F WELLTOWER COMMON 95040Q104 6,502,326 1,383,663 557,704 0.0095
2021-11-12 2021-09-30 13F WELLTOWER COMMON 95040Q104 5,118,663 -2,839,088 -35.68 421,780 -36.22 0.0522
2021-08-12 2021-06-30 13F WELLTOWER COMMON 95040Q104 7,957,751 503,573 6.76 661,288 23.85 0.0789
2021-05-12 2021-03-31 13F WELLTOWER COMMON 95040Q104 7,454,178 2,117,434 39.68 533,943 54.83 0.0713
2021-02-19 2020-12-31 13F/A-1 WELLTOWER COMMON 95040Q104 5,336,744 954,935 21.79 344,860 44.41 0.0507
2021-02-11 2020-12-31 13F WELLTOWER COMMON 95040Q104 5,336,744 954,935 344,860 8,528.6336
2020-11-12 2020-09-30 13F/A-1 WELLTOWER COMMON 95040Q104 4,381,809 -3,148,045 -41.81 238,809 -38.71 0.0401
2020-11-12 2020-09-30 13F WELLTOWER COMMON 95040Q104 5,240,459 285,605
2020-08-11 2020-06-30 13F WELLTOWER COMMON 95040Q104 7,529,854 4,888,736 185.10 389,669 222.28 0.0752
2020-05-12 2020-03-31 13F WELLTOWER COMMON 95040Q104 2,641,118 -1,181,478 -30.91 120,909 -61.32 0.0284
2020-02-11 2019-12-31 13F WELLTOWER COMMON 95040Q104 3,822,596 578,779 17.84 312,612 6.31 0.0583
2019-11-12 2019-09-30 13F WELLTOWER COMMON 95040Q104 3,243,817 612,586 23.28 294,051 36.90 0.0586
2019-08-07 2019-06-30 13F WELLTOWER COMMON 95040Q104 2,631,231 481,000 22.37 214,787 28.73 0.0420
2019-05-07 2019-03-31 13F WELLTOWER COMMON 95040Q104 2,150,231 -598,888 -21.78 166,857 -12.56 0.0341
2019-02-11 2018-12-31 13F WELLTOWER COMMON 95040Q104 2,749,119 -738 -0.03 190,817 7.88 0.0441
2018-11-13 2018-09-30 13F/A-1 WELLTOWER COMMON 95040Q104 2,749,857 -1,529,259 -35.74 176,871 -34.07 0.0339
2018-11-07 2018-09-30 13F WELLTOWER COMMON 95040Q104 2,749,857 -1,529,259 176,871
2018-08-14 2018-06-30 13F WELLTOWER COMMON 95040Q104 4,279,116 740,074 20.91 268,259 39.26 0.0552
2018-05-10 2018-03-31 13F WELLTOWER COMMON 95040Q104 3,539,042 2,482,972 235.11 192,631 186.02 0.0413
2018-02-13 2017-12-31 13F WELLTOWER COMMON 95040Q104 1,056,070 -293,270 -21.73 67,348 -29.28 0.0142
2017-11-09 2017-09-30 13F WELLTOWER COMMON 95040Q104 1,349,340 171,985 14.61 95,236 8.07 0.0210
2017-08-09 2017-06-30 13F WELLTOWER COMMON 95040Q104 1,177,355 252,591 27.31 88,125 34.56 0.0201
2017-05-10 2017-03-31 13F WELLTOWER COMMON 95040Q104 924,764 -1,967,405 -68.03 65,490 -66.17 0.0150
2017-02-06 2016-12-31 13F WELLTOWER COMMON 95040Q104 2,892,169 -1,074,255 -27.08 193,572 -34.73 0.0465
2016-11-04 2016-09-30 13F WELLTOWER COMMON 95040Q104 3,966,424 70,162 1.80 296,569 -0.07 0.0730
2016-08-08 2016-06-30 13F WELLTOWER COMMON 95040Q104 3,896,262 254,682 6.99 296,777 17.53 0.0740
2016-05-10 2016-03-31 13F WELLTOWER COMMON 95040Q104 3,641,580 -173,582 -4.55 252,507 -2.71 0.0646
2016-02-12 2015-12-31 13F WELLTOWER COMMON 95040Q104 3,815,162 -805,631 -17.43 259,546 -17.06 0.0652
2015-11-13 2015-09-30 13F WELLTOWER COMMON 95040Q104 4,620,793 4,620,793 312,920 0.0836
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.