Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionBrown Advisory Inc
Latest Disclosed Ownership22,679 shares
Latest Disclosed Value $ 4,483,920
Brown Advisory Inc reports 0.33% increase in ownership of WELL / Welltower Inc.

On May 15, 2026 - Brown Advisory Inc filed a 13F-HR form disclosing ownership of 22,679 shares of Welltower Inc. (US:WELL) valued at $4,483,865 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 22,604 shares of Welltower Inc.. This represents a change in shares of 0.33% during the quarter. The current value of the position is $4,526,502 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)
2026-05-15 2026-03-31 13F WELLTOWER COM 95040Q104 22,679 75 0.33 4,484 6.87 0.0033
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 22,604 -1,996 -8.11 4,196 -4.27 0.0059
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 24,600 -105 -0.43 4,382 15.41 0.0057
2025-08-13 2025-06-30 13F WELLTOWER COM 95040Q104 24,705 -10,591 -30.01 3,798 -29.78 0.0050
2025-04-30 2025-03-31 13F WELLTOWER COM 95040Q104 35,296 416 1.19 5,408 23.03 0.0077
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 34,880 -357 -1.01 4,396 -2.57 0.0056
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 35,237 -167 -0.47 4,511 22.25 0.0057
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 35,404 -1,130 -3.09 3,691 8.12 0.0048
2024-04-24 2024-03-31 13F WELLTOWER COM 95040Q104 36,534 -292 -0.79 3,414 2.80 0.0046
2024-02-08 2023-12-31 13F WELLTOWER COM 95040Q104 36,826 -2,380 -6.07 3,321 3.39 0.0047
2023-10-25 2023-09-30 13F WELLTOWER COM 95040Q104 39,206 -1,102 -2.73 3,212 -1.50 0.0053
2023-07-31 2023-06-30 13F WELLTOWER COM 95040Q104 40,308 -8,976 -18.21 3,261 -7.73 0.0051
2023-05-08 2023-03-31 13F WELLTOWER COM 95040Q104 49,284 36,744 293.01 3,533 330.33 0.0060
2023-02-13 2022-12-31 13F WELLTOWER COM 95040Q104 12,540 -54 -0.43 822 1.36 0.0015
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 12,594 874 7.46 810 -16.06 0.0016
2022-11-14 2022-06-30 13F/A-2 WELLTOWER COM 95040Q104 11,720 -608 -4.93 965 -18.57 0.0018
2022-09-13 2022-06-30 13F/A-1 WELLTOWER COM 95040Q104 14,345 -597 1,182 0.0020
2022-08-02 2022-06-30 13F WELLTOWER COM 95040Q104 11,545 -608 951 0.0006
2022-11-14 2022-03-31 13F/A-2 WELLTOWER COM 95040Q104 12,328 -245 -1.95 1,185 9.82 0.0018
2022-09-13 2022-03-31 13F/A-1 WELLTOWER COM 95040Q104 14,942 2,369 1,436 0.0020
2022-05-09 2022-03-31 13F WELLTOWER COM 95040Q104 12,153 -420 1,168 0.0016
2022-01-27 2021-12-31 13F WELLTOWER COM 95040Q104 12,573 715 6.03 1,079 10.44 0.0013
2021-11-12 2021-09-30 13F WELLTOWER COM 95040Q104 11,858 1,535 14.87 977 13.87 0.0014
2021-07-29 2021-06-30 13F WELLTOWER COM 95040Q104 10,323 -2,506 -19.53 858 -6.54 0.0013
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 12,829 2,886 29.03 918 42.77 0.0016
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 9,943 -143 -1.42 643 15.65 0.0011
2020-11-16 2020-09-30 13F WELLTOWER COM 95040Q104 10,086 -101 -0.99 556 5.50 0.0011
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 10,187 -1,709 -14.37 527 -3.30 0.0012
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 11,896 -3,452 -22.49 545 -56.57 0.0017
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 15,348 52 0.34 1,255 -9.45 0.0032
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 15,296 73 0.48 1,386 11.68 0.0039
2019-08-12 2019-06-30 13F WELLTOWER COM 95040Q104 15,223 640 4.39 1,241 9.73 0.0036
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 14,583 -5,574 -27.65 1,131 -19.21 0.0032
2019-02-13 2018-12-31 13F WELLTOWER COM 95040Q104 20,157 2,774 15.96 1,400 25.22 0.0047
2018-11-13 2018-09-30 13F WELLTOWER COM 95040Q104 17,383 -733 -4.05 1,118 -1.50 0.0032
2018-08-10 2018-06-30 13F WELLTOWER COM 95040Q104 18,116 -372 -2.01 1,135 12.94 0.0035
2018-06-28 2018-03-31 13F/A-1 WELLTOWER COM 95040Q104 18,488 300 1.65 1,005 -13.36 0.0032
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 7,535 -10,653 409
2018-02-12 2017-12-31 13F WELLTOWER COM 95040Q104 18,188 337 1.89 1,160 -7.57 0.0037
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 17,851 -660 -3.57 1,255 -9.45 0.0042
2017-08-14 2017-06-30 13F WELLTOWER COM 95040Q104 18,511 716 4.02 1,386 10.09 0.0042
2017-05-15 2017-03-31 13F WELLTOWER COM 95040Q104 17,795 997 5.94 1,259 11.91 0.0043
2017-02-13 2016-12-31 13F WELLTOWER COM 95040Q104 16,798 270 1.63 1,125 -8.98 0.0040
2016-11-14 2016-09-30 13F WELLTOWER COM 95040Q104 16,528 733 4.64 1,236 2.66 0.0042
2016-08-09 2016-06-30 13F WELLTOWER COM 95040Q104 15,795 -2,096 -11.72 1,204 -2.98 0.0042
2016-05-13 2016-03-31 13F WELLTOWER COM 95040Q104 17,891 -567 -3.07 1,241 -1.19 0.0043
2016-02-08 2015-12-31 13F WELLTOWER COM 95040Q104 18,458 491 2.73 1,256 3.20 0.0043
2015-11-13 2015-09-30 13F WELLTOWER COM 95040Q104 17,967 17,967 1,217 0.0043
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.