Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionAxa S.a.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Axa S.a. closes position in WELL / Welltower Inc.

On November 14, 2025 - Axa S.a. filed a 13F-HR form disclosing ownership of 0 shares of Welltower Inc. (US:WELL) valued at $0 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 535,170 shares of Welltower Inc.. The current value of the position is $0 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)
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 0 -100.00 0
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 535,170 72,276 15.61 82,272 16.01 0.1642
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 462,894 -44,082 -8.70 70,920 10.99 0.2329
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 506,976 40,837 8.76 63,894 7.06 0.1941
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 466,139 -15,491 -3.22 59,680 18.86 0.1767
2025-02-25 2024-06-30 13F/A-1 WELLTOWER COM 95040Q104 481,630 -3,239 -0.67 50,210 10.82 0.1494
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 481,630 -3,239 50,210 0.1494
2024-05-15 2024-03-31 13F WELLTOWER COM 95040Q104 484,869 8,762 1.84 45,306 5.53 0.1358
2024-07-16 2023-12-31 13F/A-1 WELLTOWER COM 95040Q104 476,107 -19,973 -4.03 42,931 5.64 0.1384
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 476,107 -19,973 42,931 0.0841
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 496,080 18,688 3.91 40,639 5.24 0.1428
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 477,392 1,122 0.24 38,616 13.10 0.1283
2023-05-15 2023-03-31 13F WELLTOWER COM 95040Q104 476,270 34,459 7.80 34,144 17.90 0.1174
2023-02-14 2022-12-31 13F WELLTOWER COM 95040Q104 441,811 -12,192 -2.69 28,961 -0.83 0.1045
2023-02-14 2022-09-30 13F/A-1 Welltower COM 95040Q104 454,003 -3,165 -0.69 29,201 -22.43 0.1149
2022-11-14 2022-09-30 13F Welltower COM 95040Q104 454,003 -3,165 29,201 0.1149
2023-02-14 2022-06-30 13F/A-1 Welltower COM 95040Q104 457,168 10,046 2.25 37,648 -12.42 0.1395
2022-08-15 2022-06-30 13F Welltower COM 95040Q104 457,168 10,046 37,648 0.1395
2023-02-14 2022-03-31 13F/A-1 Welltower COM 95040Q104 447,122 8,139 1.85 42,986 14.17 0.1222
2022-05-13 2022-03-31 13F Welltower COM 95040Q104 447,122 8,139 42,986 0.1222
2022-02-14 2021-12-31 13F Welltower COM 95040Q104 438,983 -847 -0.19 37,652 3.89 0.0962
2021-11-15 2021-09-30 13F Welltower COM 95040Q104 439,830 -325,171 -42.51 36,242 -42.99 0.1017
2021-08-13 2021-06-30 13F/A-1 Welltower COM 95040Q104 765,001 2,060 0.27 63,571 16.33 0.1792
2021-08-13 2021-06-30 13F Welltower COM 95040Q104 765,001 2,060 63,571 0.1073
2021-05-14 2021-03-31 13F Welltower COM 95040Q104 762,941 2,020 0.27 54,649 11.14 0.1664
2021-02-12 2020-12-31 13F Welltower COM 95040Q104 760,921 9,540 1.27 49,171 18.79 0.1543
2021-02-11 2020-09-30 13F/A-1 Welltower COM 95040Q104 751,381 122,854 19.55 41,394 27.26 0.1496
2020-11-13 2020-09-30 13F Welltower COM 95040Q104 751,381 122,854 41,394 82,628.9937
2021-02-12 2020-06-30 13F/A-1 WELLTOWER COM 95040Q104 628,527 93,547 17.49 32,526 32.81 0.1281
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 628,527 93,547 32,526 128,271.0275
2021-02-12 2020-03-31 13F/A-2 WELLTOWER COM 95040Q104 534,980 97,588 22.31 24,491 -31.53 0.1224
2020-06-15 2020-03-31 13F/A-1 WELLTOWER COM 95040Q104 534,980 0 24,491 0.1225
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 534,980 97,588 24,491 68,109.8922
2021-02-12 2019-12-31 13F/A-1 WELLTOWER COM 95040Q104 437,392 -10,227 -2.28 35,771 -11.84 0.1455
2020-02-18 2019-12-31 13F WELLTOWER COM 95040Q104 437,392 -10,227 35,771 145,647.2815
2021-02-12 2019-09-30 13F/A-1 WELLTOWER COM 95040Q104 447,619 -5,296 -1.17 40,577 9.89 0.1615
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 447,619 -5,296 40,577 161,701.9282
2021-02-12 2019-06-30 13F/A-1 WELLTOWER COM 95040Q104 452,915 42,214 10.28 36,926 15.86 0.1441
2019-08-13 2019-06-30 13F WELLTOWER COM 95040Q104 452,915 42,214 36,926 144,808.2407
2019-05-14 2019-03-31 13F WELLTOWER COM 95040Q104 410,701 38,248 10.27 31,871 23.28 0.1245
2019-02-13 2018-12-31 13F WELLTOWER COM 95040Q104 372,453 -35,665 -8.74 25,853 -1.51 0.1127
2018-11-08 2018-09-30 13F WELLTOWER COM 95040Q104 408,118 -236,699 -36.71 26,250 -35.06 0.0963
2018-08-13 2018-06-30 13F WELLTOWER COM 95040Q104 644,817 224,474 53.40 40,424 76.68 0.1549
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 420,343 31,011 7.97 22,880 -7.85 0.0913
2018-02-13 2017-12-31 13F WELLTOWER COM 95040Q104 389,332 -7,007 -1.77 24,828 -10.87 0.0975
2017-12-01 2017-09-30 13F/A-1 WELLTOWER COM 95040Q104 396,339 127,672 47.52 27,855 38.52 0.1200
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 396,339 127,672 27,855
2017-08-10 2017-06-30 13F WELLTOWER COM 95040Q104 268,667 -169,892 -38.74 20,109 -35.26 0.0913
2017-05-11 2017-03-31 13F WELLTOWER COM 95040Q104 438,559 127,075 40.80 31,059 48.98 0.1402
2017-02-13 2016-12-31 13F WELLTOWER COM 95040Q104 311,484 277,957 829.05 20,848 731.59 0.0978
2016-11-10 2016-09-30 13F WELLTOWER COM 95040Q104 33,527 -51,200 -60.43 2,507 -61.16 0.0110
2016-08-11 2016-06-30 13F WELLTOWER COM 95040Q104 84,727 -302,585 -78.12 6,454 -75.97 0.0288
2016-05-13 2016-03-31 13F WELLTOWER COM 95040Q104 387,312 -107,386 -21.71 26,856 -20.20 0.1205
2016-02-12 2015-12-31 13F WELLTOWER COM 95040Q104 494,698 336,478 212.66 33,655 214.12 0.1471
2015-11-13 2015-09-30 13F WELLTOWER COM 95040Q104 158,220 158,220 10,714 0.0439
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.