Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership344,030 shares
Latest Disclosed Value $ 68,018,171
Victory Capital Management Inc reports 19.97% decrease in ownership of WELL / Welltower Inc.

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 344,030 shares of Welltower Inc. (MX:WELL) valued at $68,018,171 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 429,875 shares of Welltower Inc.. This represents a change in shares of -19.97% 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)
2026-05-15 2026-03-31 13F WELLTOWER COM 95040Q104 344,030 -85,845 -19.97 68,018 -14.75 0.0327
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 429,875 -2,914 -0.67 79,789 3.49 0.0450
2025-11-12 2025-09-30 13F WELLTOWER REIT 95040Q104 432,789 -9,543 -2.16 77,097 13.38 0.0451
2025-08-13 2025-06-30 13F WELLTOWER COM 95040Q104 442,332 88,554 25.03 68,000 25.45 0.0439
2025-05-02 2025-03-31 13F WELLTOWER COM 95040Q104 353,778 6,792 1.96 54,202 23.95 0.0555
2025-02-06 2024-12-31 13F WELLTOWER COM 95040Q104 346,986 -16,392 -4.51 43,731 -6.00 0.0430
2024-11-05 2024-09-30 13F WELLTOWER COM 95040Q104 363,378 125,046 52.47 46,523 87.25 0.0448
2024-08-05 2024-06-30 13F WELLTOWER COM 95040Q104 238,332 3,980 1.70 24,846 13.47 0.0249
2024-05-03 2024-03-31 13F WELLTOWER COM 95040Q104 234,352 1,592 0.68 21,898 4.34 0.0214
2024-02-05 2023-12-31 13F WELLTOWER COM 95040Q104 232,760 -24,141 -9.40 20,988 -0.28 0.0221
2023-11-06 2023-09-30 13F WELLTOWER COM 95040Q104 256,901 20,158 8.51 21,045 9.90 0.0242
2023-07-27 2023-06-30 13F WELLTOWER COM 95040Q104 236,743 -10,313 -4.17 19,150 8.12 0.0211
2023-05-02 2023-03-31 13F WELLTOWER COM 95040Q104 247,056 -15,070 -5.75 17,711 3.08 0.0199
2023-04-25 2022-12-31 13F/A-3 WELLTOWER COM 95040Q104 262,126 -163,581 -38.43 17,182 -37.25 0.0198
2023-03-10 2022-12-31 13F/A-2 WELLTOWER COM 95040Q104 262,126 -163,581 17,182 0.0119
2023-02-10 2022-12-31 13F/A-1 WELLTOWER COM 95040Q104 262,126 -163,581 17,182 0.0119
2023-02-09 2022-12-31 13F WELLTOWER COM 95040Q104 264,062 -161,645 18,942 0.0129
2022-11-02 2022-09-30 13F WELLTOWER COM 95040Q104 425,707 8,611 2.06 27,381 -20.28 0.0320
2022-08-01 2022-06-30 13F WELLTOWER COM 95040Q104 417,096 10,422 2.56 34,348 -7.84 0.0391
2022-05-04 2022-03-31 13F WELLTOWER COM 95040Q104 406,674 30,331 8.06 37,269 15.46 0.0373
2022-02-07 2021-12-31 13F WELLTOWER COM 95040Q104 376,343 2,953 0.79 32,279 4.91 0.0297
2021-11-02 2021-09-30 13F WELLTOWER COM 95040Q104 373,390 5,713 1.55 30,767 0.70 0.0301
2021-08-03 2021-06-30 13F WELLTOWER COM 95040Q104 367,677 -5,649 -1.51 30,554 14.26 0.0293
2021-05-04 2021-03-31 13F WELLTOWER COM 95040Q104 373,326 -23,230 -5.86 26,741 4.36 0.0274
2021-02-01 2020-12-31 13F WELLTOWER COM 95040Q104 396,556 31,678 8.68 25,625 27.48 0.0285
2020-11-09 2020-09-30 13F Welltower COM 95040Q104 364,878 -16,403 -4.30 20,101 1.88 0.0258
2020-08-07 2020-06-30 13F WELLTOWER REIT 95040Q104 381,281 -5,257 -1.36 19,731 11.50 0.0267
2020-05-12 2020-03-31 13F/A-1 WELLTOWER REIT 95040Q104 386,538 40,321 11.65 17,696 -37.50 0.0297
2020-05-04 2020-03-31 13F WELLTOWER REIT 95040Q104 386,538 17,696
2020-02-06 2019-12-31 13F/A-1 WELLTOWER COM 95040Q104 346,217 9,427 2.80 28,314 -7.26 0.0344
2020-02-04 2019-12-31 13F WELLTOWER COM 95040Q104 377,677 40,887 32,069 38,440.8103
2019-11-12 2019-09-30 13F WELLTOWER COM 95040Q104 336,790 291,527 644.07 30,530 727.37 0.0393
2019-08-15 2019-06-30 13F WELLTOWER COM 95040Q104 45,263 4,286 10.46 3,690 16.04 0.0074
2019-05-03 2019-03-31 13F WELLTOWER REIT (Equity) 95040Q104 40,977 -3,547 -7.97 3,180 2.91 0.0072
2019-05-02 2018-12-31 13F/A-1 WELLTOWER COM 95040Q104 44,524 -22,553 -33.62 3,090 -28.39 0.0078
2019-02-05 2018-12-31 13F WELLTOWER COM 95040Q104 44,524 -22,553 3,090
2018-11-01 2018-09-30 13F WELLTOWER COM 95040Q104 67,077 -747 -1.10 4,315 1.48 0.0089
2018-08-02 2018-06-30 13F WELLTOWER COM 95040Q104 67,824 17,658 35.20 4,252 55.75 0.0090
2018-05-04 2018-03-31 13F WELLTOWER COM 95040Q104 50,166 -1,588 -3.07 2,730 -17.27 0.0060
2018-02-01 2017-12-31 13F WELLTOWER REIT 95040Q104 51,754 -1,515 -2.84 3,300 -11.86 0.0069
2017-10-27 2017-09-30 13F WELLTOWER COM 95040Q104 53,269 -4,178 -7.27 3,744 -12.91 0.0084
2017-08-07 2017-06-30 13F WELLTOWER COM 95040Q104 57,447 -8,040 -12.28 4,299 -7.31 0.0101
2017-05-10 2017-03-31 13F WELLTOWER REIT 95040Q104 65,487 -2,634 -3.87 4,638 1.71 0.0110
2017-02-09 2016-12-31 13F Welltower REIT 95040Q104 68,121 8,256 13.79 4,560 1.88 0.0115
2016-11-02 2016-09-30 13F WELLTOWER COM 95040Q104 59,865 -4,918 -7.59 4,476 -9.30 0.0125
2016-08-09 2016-06-30 13F Welltower COM 95040Q104 64,783 -5,548 -7.89 4,935 1.21 0.0197
2016-05-17 2016-03-31 13F/A-2 Welltower REIT 95040Q104 70,331 -5,492 -7.24 4,876 -5.47 0.0201
2016-05-12 2016-03-31 13F/A-1 Welltower COM 95040Q104 70,331 0 4,877 0.0200
2016-05-12 2016-03-31 13F Welltower COM 95040Q104 70,331 4,877
2016-02-10 2015-12-31 13F Welltower COM 95040Q104 75,823 21,392 39.30 5,158 39.93 0.0214
2015-11-06 2015-09-30 13F Welltower COM 95040Q104 54,431 54,431 3,686 0.0152
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.