Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership650,212 shares
Latest Disclosed Value $ 128,553,390
Neuberger Berman Group LLC reports 0.30% decrease in ownership of WELL / Welltower Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 650,212 shares of Welltower Inc. (MX:WELL) valued at $128,553,390 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 652,174 shares of Welltower Inc.. This represents a change in shares of -0.30% 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 INC REIT COMMON 95040Q104 650,212 -1,962 -0.30 128,553 6.20 0.0500
2026-02-13 2025-12-31 13F WELLTOWER INC REIT COMMON 95040Q104 652,174 -49,869 -7.10 121,050 -3.21 0.0901
2025-11-12 2025-09-30 13F WELLTOWER INC REIT COMMON 95040Q104 702,043 -76,376 -9.81 125,062 4.51 0.0914
2025-08-25 2025-06-30 13F/A-1 WELLTOWER INC REIT COMMON 95040Q104 778,419 102,147 15.10 119,666 15.50 0.0921
2025-08-13 2025-06-30 13F WELLTOWER INC REIT COMMON 95040Q104 778,419 102,147 119,666 0.0476
2025-05-13 2025-03-31 13F WELLTOWER INC REIT COMMON 95040Q104 676,272 127,985 23.34 103,612 49.94 0.0868
2025-02-13 2024-12-31 13F WELLTOWER INC REIT COMMON 95040Q104 548,287 -64,773 -10.57 69,101 -11.96 0.0549
2024-11-14 2024-09-30 13F WELLTOWER INC REIT COMMON 95040Q104 613,060 -997 -0.16 78,490 22.61 0.0612
2024-11-14 2024-06-30 13F/A-1 WELLTOWER INC REIT COMMON 95040Q104 614,057 -27,417 -4.27 64,015 6.80 0.0525
2024-08-13 2024-06-30 13F WELLTOWER INC REIT COMMON 95040Q104 614,057 -27,417 64,015 0.0525
2024-11-14 2024-03-31 13F/A-1 WELLTOWER INC REIT COMMON 95040Q104 641,474 -88,641 -12.14 59,939 -8.95 0.0495
2024-05-13 2024-03-31 13F WELLTOWER INC REIT COMMON 95040Q104 641,474 -88,641 59,939 0.0495
2024-11-14 2023-12-31 13F/A-2 WELLTOWER INC REIT COMMON 95040Q104 730,115 -98,660 -11.90 65,835 -3.03 0.0574
2024-02-09 2023-12-31 13F WELLTOWER INC REIT COMMON 95040Q104 730,115 -98,660 65,835 0.0574
2023-11-14 2023-09-30 13F WELLTOWER INC REIT COMMON 95040Q104 828,775 -20,536 -2.42 67,893 -1.17 0.0619
2023-08-11 2023-06-30 13F WELLTOWER INC REIT COMMON 95040Q104 849,311 -236,603 -21.79 68,695 -11.75 0.0614
2023-05-12 2023-03-31 13F WELLTOWER INC REIT COMMON 95040Q104 1,085,914 -103,602 -8.71 77,838 -0.18 0.0722
2023-02-13 2022-12-31 13F WELLTOWER REIT COMMON 95040Q104 1,189,516 -83,809 -6.58 77,978 -4.78 0.0764
2022-11-15 2022-09-30 13F WELLTOWER REIT COMMON 95040Q104 1,273,325 -43,406 -3.30 81,888 -24.50 0.0855
2022-08-15 2022-06-30 13F WELLTOWER INC REIT COMMON 95040Q104 1,316,731 -4,761 -0.36 108,462 -14.64 0.1090
2022-05-23 2022-03-31 13F/A-1 WELLTOWER INC REIT COMMON 95040Q104 1,321,492 57,090 4.52 127,058 17.43 0.1077
2022-05-13 2022-03-31 13F WELLTOWER INC REIT COMMON 95040Q104 1,321,492 57,090 126,737 0.0565
2022-02-11 2021-12-31 13F WELLTOWER INC REIT COMMON 95040Q104 1,264,402 244,196 23.94 108,198 28.97 0.0849
2021-11-12 2021-09-30 13F WELLTOWER INC REIT COMMON 95040Q104 1,020,206 21,208 2.12 83,891 1.18 0.0733
2021-08-13 2021-06-30 13F WELLTOWER INC REIT COMMON 95040Q104 998,998 20,408 2.09 82,915 18.22 0.0724
2021-05-13 2021-03-31 13F WELLTOWER INC REIT COMMON 95040Q104 978,590 205,783 26.63 70,138 40.51 0.0670
2021-02-10 2020-12-31 13F WELLTOWER INC REIT COMMON 95040Q104 772,807 147,681 23.62 49,915 45.03 0.0518
2020-11-12 2020-09-30 13F WELLTOWER INC REIT COMMON 95040Q104 625,126 58,877 10.40 34,417 17.50 0.0408
2020-08-13 2020-06-30 13F WELLTOWER INC REIT COMMON 95040Q104 566,249 65,994 13.19 29,291 27.90 0.0364
2020-05-14 2020-03-31 13F WELLTOWER INC REIT COMMON 95040Q104 500,255 -13,413 -2.61 22,902 -45.48 0.0349
2020-02-12 2019-12-31 13F WELLTOWER INC REIT COMMON 95040Q104 513,668 33,844 7.05 42,008 -3.42 0.0490
2019-11-13 2019-09-30 13F WELLTOWER INC REIT COMMON 95040Q104 479,824 -67,583 -12.35 43,496 -2.54 0.0531
2019-08-13 2019-06-30 13F WELLTOWER INC REIT COMMON 95040Q104 547,407 111,228 25.50 44,630 31.86 0.0534
2019-05-13 2019-03-31 13F WELLTOWER INC REIT COMMON 95040Q104 436,179 -27,274 -5.88 33,847 5.22 0.0415
2019-02-12 2018-12-31 13F WELLTOWER INC REIT COMMON 95040Q104 463,453 -34,674 -6.96 32,169 0.41 0.0448
2018-11-16 2018-09-30 13F/A-1 WELLTOWER INC REIT COMMON 95040Q104 498,127 -19,113 -3.70 32,039 -2.07 0.0363
2018-11-13 2018-09-30 13F WELLTOWER INC REIT COMMON 95040Q104 498,127 -19,113 32,039
2018-08-13 2018-06-30 13F WELLTOWER INC REIT COMMON 95040Q104 517,240 -399 -0.08 32,715 15.23 0.0361
2018-05-08 2018-03-31 13F WELLTOWER INC REIT Common 95040Q104 517,639 -7,244 -1.38 28,391 -15.78 0.0324
2018-02-14 2017-12-31 13F WELLTOWER INC REIT COMMON 95040Q104 524,883 -7,894 -1.48 33,711 -9.97 0.0387
2017-11-15 2017-09-30 13F WELLTOWER COMMON STOCK 95040Q104 532,777 50,455 10.46 37,444 3.72 0.0468
2017-08-08 2017-06-30 13F WELLTOWER COMMON STOCK 95040Q104 482,322 -48,425 -9.12 36,102 -3.95 0.0464
2017-05-10 2017-03-31 13F WELLTOWER COMMON STOCK 95040Q104 530,747 -55,736 -9.50 37,588 -4.24 0.0485
2017-02-06 2016-12-31 13F WELLTOWER COMMON STOCK 95040Q104 586,483 -37,630 -6.03 39,253 -15.88 0.0527
2016-11-02 2016-09-30 13F WELLTOWER COMMON STOCK 95040Q104 624,113 55,745 9.81 46,665 7.79 0.0633
2016-08-05 2016-06-30 13F WELLTOWER COMMON STOCK 95040Q104 568,368 -112,301 -16.50 43,293 -8.27 0.0596
2016-05-06 2016-03-31 13F WELLTOWER COMMON STOCK 95040Q104 680,669 21,461 3.26 47,198 5.24 0.0649
2016-01-28 2015-12-31 13F WELLTOWER COMMON STOCK 95040Q104 659,208 -48,930 -6.91 44,846 -6.48 0.0587
2015-11-10 2015-09-30 13F WELLTOWER COMMON STOCK 95040Q104 708,138 708,138 47,951 0.0618
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.