Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionAssociated Banc-corp
Latest Disclosed Ownership4,174 shares
Latest Disclosed Value $ 825,241
Associated Banc-corp reports 0.19% increase in ownership of WELL / Welltower Inc.

On May 1, 2026 - Associated Banc-corp filed a 13F-HR form disclosing ownership of 4,174 shares of Welltower Inc. (US:WELL) valued at $825,242 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,166 shares of Welltower Inc.. This represents a change in shares of 0.19% during the quarter. The current value of the position is $833,089 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)
2026-05-01 2026-03-31 13F WELLTOWER COM 95040Q104 4,174 8 0.19 825 6.73 0.0218
2026-02-06 2025-12-31 13F WELLTOWER COM 95040Q104 4,166 -256 -5.79 773 -1.78 0.0198
2025-10-24 2025-09-30 13F WELLTOWER COM 95040Q104 4,422 -281 -5.97 788 9.00 0.0207
2025-08-12 2025-06-30 13F WELLTOWER COM 95040Q104 4,703 0 0.00 723 0.28 0.0205
2025-05-09 2025-03-31 13F WELLTOWER COM 95040Q104 4,703 -11 -0.23 721 21.21 0.0220
2025-02-10 2024-12-31 13F WELLTOWER COM 95040Q104 4,714 0 0.00 594 -1.49 0.0179
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 4,714 0 0.00 604 22.81 0.0177
2024-08-01 2024-06-30 13F WELLTOWER COM 95040Q104 4,714 11 0.23 491 11.85 0.0153
2024-05-09 2024-03-31 13F WELLTOWER COM 95040Q104 4,703 0 0.00 439 3.54 0.0139
2024-02-09 2023-12-31 13F WELLTOWER COM 95040Q104 4,703 -115 -2.39 424 7.61 0.0147
2023-11-09 2023-09-30 13F WELLTOWER COM 95040Q104 4,818 0 0.00 395 1.29 0.0153
2023-08-07 2023-06-30 13F WELLTOWER COM 95040Q104 4,818 -813 -14.44 390 -3.47 0.0147
2023-05-09 2023-03-31 13F WELLTOWER COM 95040Q104 5,631 -1,300 -18.76 404 -11.23 0.0162
2023-02-10 2022-12-31 13F WELLTOWER COM 95040Q104 6,931 0 0.00 454 2.02 0.0189
2022-11-09 2022-09-30 13F WELLTOWER COM 95040Q104 6,931 0 0.00 445 -22.07 0.0206
2022-08-10 2022-06-30 13F WELLTOWER COM 95040Q104 6,931 0 0.00 571 -14.26 0.0250
2022-05-11 2022-03-31 13F WELLTOWER COM 95040Q104 6,931 0 0.00 666 11.93 0.0256
2022-02-10 2021-12-31 13F WELLTOWER COM 95040Q104 6,931 750 12.13 595 16.90 0.0218
2021-11-08 2021-09-30 13F WELLTOWER COM 95040Q104 6,181 1,300 26.63 509 25.68 0.0201
2021-08-11 2021-06-30 13F WELLTOWER COM 95040Q104 4,881 -2,128 -30.36 405 26.17 0.0160
2021-05-05 2021-03-31 13F WELLTOWER COM 95040Q104 7,009 -1,932 -21.61 321 -44.46 0.0200
2021-02-11 2020-12-31 13F WELLTOWER COM 95040Q104 8,941 -2,100 -19.02 578 -4.93 0.0226
2020-11-12 2020-09-30 13F WELLTOWER COM 95040Q104 11,041 781 7.61 608 14.50 0.0262
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 10,260 191 1.90 531 15.18 0.0240
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 10,069 3,060 43.66 461 -19.55 0.0246
2020-02-12 2019-12-31 13F WELLTOWER COM 95040Q104 7,009 -566 -7.47 573 -16.47 0.0285
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 7,575 777 11.43 686 23.83 0.0369
2019-08-06 2019-06-30 13F WELLTOWER COM 95040Q104 6,798 -209 -2.98 554 1.84 0.0304
2019-05-07 2019-03-31 13F WELLTOWER COM 95040Q104 7,007 418 6.34 544 19.04 0.0314
2019-02-13 2018-12-31 13F WELLTOWER COM 95040Q104 6,589 268 4.24 457 12.29 0.0298
2018-11-07 2018-09-30 13F WELLTOWER COM 95040Q104 6,321 -316 -4.76 407 -2.16 0.0226
2018-08-07 2018-06-30 13F WELLTOWER COM 95040Q104 6,637 324 5.13 416 20.93 0.0243
2018-05-07 2018-03-31 13F WELLTOWER COM 95040Q104 6,313 -176 -2.71 344 -16.91 0.0196
2018-02-07 2017-12-31 13F WELLTOWER COM 95040Q104 6,489 0 0.00 414 -9.21 0.0223
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 6,489 0 0.00 456 -5.98 0.0252
2017-08-10 2017-06-30 13F WELLTOWER COM 95040Q104 6,489 0 0.00 485 5.43 0.0275
2017-05-12 2017-03-31 13F WELLTOWER COM 95040Q104 6,489 0 0.00 460 5.75 0.0274
2017-02-10 2016-12-31 13F WELLTOWER COM 95040Q104 6,489 176 2.79 435 -7.84 0.0272
2016-11-10 2016-09-30 13F WELLTOWER COM 95040Q104 6,313 -41 -0.65 472 -2.48 0.0300
2016-08-11 2016-06-30 13F WELLTOWER COM 95040Q104 6,354 41 0.65 484 10.50 0.0311
2016-05-12 2016-03-31 13F WELLTOWER COM 95040Q104 6,313 0 0.00 438 2.10 0.0288
2016-02-12 2015-12-31 13F WELLTOWER COM 95040Q104 6,313 0 0.00 429 0.47 0.0283
2015-11-10 2015-09-30 13F WELLTOWER COM 95040Q104 6,313 6,313 427 0.0298
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.