Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership16,506 shares
Latest Disclosed Value $ 3,263,352
Principal Securities, Inc. reports 12.74% increase in ownership of WELL / Welltower Inc.

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 16,506 shares of Welltower Inc. (MX:WELL) valued at $3,263,352 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 14,641 shares of Welltower Inc.. This represents a change in shares of 12.74% 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 WELLTOWER COM 95040Q104 16,506 1,865 12.74 3,263 20.10 0.0479
2026-02-12 2025-12-31 13F WELLTOWER COM 95040Q104 14,641 3,798 35.03 2,718 40.70 0.0419
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 10,843 579 5.64 1,932 22.45 0.0318
2025-08-11 2025-06-30 13F WELLTOWER COM 95040Q104 10,264 5,329 107.98 1,578 153.95 0.0296
2025-04-30 2025-03-31 13F WELLTOWER COM 95040Q104 4,935 185 3.89 622 3.85 0.0139
2025-01-30 2024-12-31 13F WELLTOWER COM 95040Q104 4,750 321 7.25 599 5.65 0.0135
2024-10-28 2024-09-30 13F WELLTOWER COM 95040Q104 4,429 494 12.55 567 38.05 0.0137
2024-07-31 2024-06-30 13F WELLTOWER COM 95040Q104 3,935 -206 -4.97 410 6.22 0.0113
2024-05-10 2024-03-31 13F WELLTOWER COM 95040Q104 4,141 127 3.16 387 6.93 0.0121
2024-05-10 2023-12-31 13F/A-1 WELLTOWER COM 95040Q104 4,014 4,014 362 0.0135
2024-02-07 2023-12-31 13F WELLTOWER COM 95040Q104 4,014 4,014 362 0.0135
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.