Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership8,345,022 shares
Latest Disclosed Value $ 1,649,843,512
Dimensional Fund Advisors Lp reports 0.70% increase in ownership of WELL / Welltower Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 8,345,022 shares of Welltower Inc. (US:WELL) valued at $1,649,894,300 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 8,287,084 shares of Welltower Inc.. This represents a change in shares of 0.70% during the quarter. The current value of the position is $1,726,835,402 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)
2026-05-07 2026-03-31 13F WELLTOWER COM 95040Q104 8,345,022 57,938 0.70 1,649,844 7.26 0.3427
2026-02-12 2025-12-31 13F WELLTOWER COM 95040Q104 8,287,084 878,914 11.86 1,538,221 16.56 0.3227
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 7,408,170 210,564 2.93 1,319,645 19.27 0.2832
2025-08-12 2025-06-30 13F WELLTOWER COM 95040Q104 7,197,606 -50,876 -0.70 1,106,453 -0.37 0.2562
2025-05-13 2025-03-31 13F WELLTOWER COM 95040Q104 7,248,482 -227,327 -3.04 1,110,537 17.87 0.2760
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 7,475,809 -282,630 -3.64 942,160 -5.15 0.2263
2024-11-07 2024-09-30 13F WELLTOWER COM 95040Q104 7,758,439 -56,302 -0.72 993,295 21.93 0.2409
2024-08-09 2024-06-30 13F WELLTOWER COM 95040Q104 7,814,741 62,942 0.81 814,678 12.47 0.2128
2024-05-10 2024-03-31 13F WELLTOWER COM 95040Q104 7,751,799 161,118 2.12 724,328 5.82 0.1961
2024-02-07 2023-12-31 13F WELLTOWER COM 95040Q104 7,590,681 340,725 4.70 684,465 15.25 0.1999
2023-11-09 2023-09-30 13F WELLTOWER COM 95040Q104 7,249,956 272,017 3.90 593,905 5.22 0.1948
2023-08-09 2023-06-30 13F WELLTOWER COM 95040Q104 6,977,939 190,476 2.81 564,443 16.00 0.1799
2023-05-12 2023-03-31 13F WELLTOWER COM 95040Q104 6,787,463 455,626 7.20 486,588 117,149.88 0.1639
2023-02-09 2022-12-31 13F WELLTOWER COM 95040Q104 6,331,837 50,175 0.80 415 -99.90 0.1226
2022-11-10 2022-09-30 13F WELLTOWER COM 95040Q104 6,281,662 143,331 2.34 404,030 -20.07 0.1551
2022-08-12 2022-06-30 13F WELLTOWER COM 95040Q104 6,138,331 17,692 0.29 505,492 -14.10 0.1813
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 6,120,639 137,602 2.30 588,453 14.67 0.1813
2022-02-09 2021-12-31 13F WELLTOWER COM 95040Q104 5,983,037 -86 -0.00 513,165 4.09 0.1552
2021-11-12 2021-09-30 13F WELLTOWER COM 95040Q104 5,983,123 1,987 0.03 493,023 -0.81 0.1588
2021-08-12 2021-06-30 13F WELLTOWER COM 95040Q104 5,981,136 -36,858 -0.61 497,035 15.30 0.1574
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 6,017,994 91,141 1.54 431,082 12.56 0.1426
2021-03-08 2020-12-31 13F/A-2 WELLTOWER COM 95040Q104 5,926,853 -128,461 -2.12 382,986 14.81 0.1383
2021-02-11 2020-12-31 13F WELLTOWER COM 95040Q104 5,926,853 -128,461 382,986 138,314.1864
2020-11-12 2020-09-30 13F WELLTOWER COM 95040Q104 6,055,314 -139,401 -2.25 333,577 4.06 0.1415
2020-08-13 2020-06-30 13F WELLTOWER COM 95040Q104 6,194,715 183,707 3.06 320,570 16.49 0.1409
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 6,011,008 -42,652 -0.70 275,202 -44.41 0.1434
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 6,053,660 -9,855 -0.16 495,060 -9.93 0.1804
2019-11-12 2019-09-30 13F WELLTOWER COM 95040Q104 6,063,515 108,854 1.83 549,654 13.22 0.2136
2019-08-13 2019-06-30 13F WELLTOWER COM 95040Q104 5,954,661 257,799 4.53 485,485 9.82 0.1885
2019-08-12 2019-03-31 13F/A-2 WELLTOWER COM 95040Q104 5,696,862 111,420 1.99 442,087 14.03 0.1761
2019-05-10 2019-03-31 13F WELLTOWER COM 95040Q104 5,696,862 111,420 442,087
2019-02-26 2018-12-31 13F/A-1 WELLTOWER COM 95040Q104 5,585,442 17,550 0.32 387,686 8.26 0.1756
2019-02-13 2018-12-31 13F WELLTOWER COM 95040Q104 5,585,442 17,550 387,686
2018-11-13 2018-09-30 13F WELLTOWER COM 95040Q104 5,567,892 22,970 0.41 358,115 3.02 0.1363
2018-08-10 2018-06-30 13F WELLTOWER COM 95040Q104 5,544,922 79,444 1.45 347,609 16.85 0.1386
2018-05-11 2018-03-31 13F WELLTOWER COM 95040Q104 5,465,478 153,581 2.89 297,486 -12.18 0.1240
2018-02-12 2017-12-31 13F WELLTOWER COM 95040Q104 5,311,897 140,686 2.72 338,740 -6.79 0.1404
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 5,171,211 121,252 2.40 363,435 -3.85 0.1588
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 5,049,959 133,980 2.73 377,988 8.57 0.1745
2017-05-12 2017-03-31 13F WELLTOWER COM 95040Q104 4,915,979 80,273 1.66 348,149 7.57 0.1664
2017-02-09 2016-12-31 13F WELLTOWER COM 95040Q104 4,835,706 128,593 2.73 323,647 -8.04 0.1617
2016-11-10 2016-09-30 13F WELLTOWER COM 95040Q104 4,707,113 34,684 0.74 351,958 -1.11 0.1902
2016-08-09 2016-06-30 13F WELLTOWER COM 95040Q104 4,672,429 144,377 3.19 355,896 13.35 0.2048
2016-05-13 2016-03-31 13F WELLTOWER COM 95040Q104 4,528,052 40,217 0.90 313,973 2.84 0.1879
2016-02-10 2015-12-31 13F WELLTOWER COM 95040Q104 4,487,835 95,844 2.18 305,309 2.65 0.1903
2015-11-13 2015-09-30 13F WELLTOWER COM 95040Q104 4,391,991 4,391,991 297,423 0.1952
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.