Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
Institution1832 Asset Management L.P.
Latest Disclosed Ownership656,987 shares
Latest Disclosed Value $ 129,892,900
1832 Asset Management L.P. reports 484.47% increase in ownership of WELL / Welltower Inc.

On May 14, 2026 - 1832 Asset Management L.P. filed a 13F-HR form disclosing ownership of 656,987 shares of Welltower Inc. (US:WELL) valued at $129,892,900 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 112,407 shares of Welltower Inc.. This represents a change in shares of 484.47% during the quarter. The current value of the position is $135,950,320 USD.

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 COM 95040Q104 656,987 544,580 484.47 129,893 522.60 0.1194
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 112,407 -593,580 -84.08 20,864 -83.41 0.0159
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 705,987 492,757 231.09 125,765 283.67 0.0993
2025-08-13 2025-06-30 13F WELLTOWER COM 95040Q104 213,230 -207,157 -49.28 32,780 -49.11 0.0256
2025-05-14 2025-03-31 13F WELLTOWER COM 95040Q104 420,387 221,876 111.77 64,407 157.44 0.0585
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 198,511 -470,475 -70.33 25,018 -70.79 0.0213
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 668,986 624,286 1,396.61 85,650 1,738.38 0.0652
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 44,700 4,800 12.03 4,660 24.97 0.0038
2024-05-14 2024-03-31 13F WELLTOWER COM 95040Q104 39,900 31,300 363.95 3,728 381.03 0.0022
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 8,600 2,600 43.33 775 57.84 0.0011
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 6,000 0 0.00 492 1.24 0.0007
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 6,000 6,000 485 0.0009
2023-05-12 2023-03-31 13F WELLTOWER COM 95040Q104 0 -80,000 -100.00 0 -100.00
2023-02-15 2022-12-31 13F WELLTOWER COM 95040Q104 80,000 -223,311 -73.62 5,244 -73.12 0.0108
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 303,311 5,300 1.78 19,509 -20.50 0.0416
2022-08-15 2022-06-30 13F WELLTOWER COM 95040Q104 298,011 10,200 3.54 24,541 -10.07 0.0495
2022-05-16 2022-03-31 13F WELLTOWER COM 95040Q104 287,811 7,313 2.61 27,290 12.09 0.0445
2022-02-15 2021-12-31 13F WELLTOWER COM 95040Q104 280,498 -1,216 -0.43 24,347 2.49 0.0431
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 281,714 -39,739 -12.36 23,756 -11.25 0.0445
2021-08-20 2021-06-30 13F/A-1 WELLTOWER COM 95040Q104 321,453 -30,327 -8.62 26,768 3.86 0.0518
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 321,453 -30,327 26,768 0.0518
2021-05-17 2021-03-31 13F WELLTOWER COM 95040Q104 351,780 76,485 27.78 25,774 46.27 0.0557
2021-02-16 2020-12-31 13F WELLTOWER COM 95040Q104 275,295 48,900 21.60 17,621 41.81 0.0412
2020-11-16 2020-09-30 13F WELLTOWER COM 95040Q104 226,395 23,100 11.36 12,426 18.29 0.0324
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 203,295 203,295 10,505 0.0315
2020-05-26 2020-03-31 13F/A-1 WELLTOWER COM 95040Q104 0 -77 -100.00 0 -100.00
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 77 35 83.33 6 0.0000
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 42 27 180.00 0 -100.00
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 15 15 1 0.0000
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 0 -140,600 -100.00 0 -100.00
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 140,600 -91,300 -39.37 9,050 -37.73 0.0295
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 231,900 -316,200 -57.69 14,533 -51.52 0.0492
2018-05-15 2018-03-31 13F WELLTOWER COM 95040Q104 548,100 377,400 221.09 29,977 176.52 0.1104
2018-02-14 2017-12-31 13F WELLTOWER COM 95040Q104 170,700 18,961 12.50 10,841 4.84 0.0352
2017-11-14 2017-09-30 13F WELLTOWER COM 95040Q104 151,739 2,139 1.43 10,341 -7.76 0.0362
2017-08-14 2017-06-30 13F WELLTOWER COM 95040Q104 149,600 8,300 5.87 11,211 11.82 0.0507
2017-05-15 2017-03-31 13F WELLTOWER COM 95040Q104 141,300 35,100 33.05 10,026 41.05 0.0359
2017-04-01 2016-12-31 13F/A-1 WELLTOWER COM 95040Q104 106,200 106,200 7,108 0.0218
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.