Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionPathstone Holdings, LLC
Latest Disclosed Ownership53,805 shares
Latest Disclosed Value $ 10,637,728
Pathstone Holdings, LLC reports 11.72% increase in ownership of WELL / Welltower Inc.

On May 11, 2026 - Pathstone Holdings, LLC filed a 13F-HR form disclosing ownership of 53,805 shares of Welltower Inc. (MX:WELL) valued at $10,637,728 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 48,160 shares of Welltower Inc.. This represents a change in shares of 11.72% 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)
2026-05-11 2026-03-31 13F WELLTOWER COM 95040Q104 53,805 5,645 11.72 10,638 19.01 0.0423
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 48,160 1,398 2.99 8,939 7.30 0.0345
2025-11-13 2025-09-30 13F WELLTOWER COM 95040Q104 46,762 -254 -0.54 8,330 15.26 0.0318
2025-08-12 2025-06-30 13F WELLTOWER COM 95040Q104 47,016 698 1.51 7,228 1.87 0.0286
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 46,318 1,124 2.49 7,095 24.57 0.0308
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 45,194 585 1.31 5,696 -0.28 0.0252
2024-11-07 2024-09-30 13F WELLTOWER COM 95040Q104 44,609 548 1.24 5,711 24.34 0.0253
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 44,061 668 1.54 4,593 13.30 0.0207
2024-05-13 2024-03-31 13F WELLTOWER COM 95040Q104 43,393 7,448 20.72 4,055 25.08 0.0189
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 35,945 35,945 3,241 0.0174
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.