Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership245,187 shares
Latest Disclosed Value $ 48,475,870
EP Wealth Advisors, Inc. reports 14.25% increase in ownership of WELL / Welltower Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 245,187 shares of Welltower Inc. (US:WELL) valued at $48,475,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 214,614 shares of Welltower Inc.. This represents a change in shares of 14.25% during the quarter. The current value of the position is $50,736,546 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 245,187 30,573 14.25 48,476 21.69 0.2381
2026-02-18 2025-12-31 13F WELLTOWER COM 95040Q104 214,614 22,607 11.77 39,835 34.95 0.2070
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 192,007 10,864 6.00 29,517 6.36 0.1940
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 181,143 176,986 4,257.54 27,753 5,206.31 0.2217
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 4,157 661 18.91 524 17.00 0.0043
2024-11-15 2024-09-30 13F WELLTOWER COM 95040Q104 3,496 68 1.98 448 25.21 0.0038
2024-08-19 2024-06-30 13F WELLTOWER COM 95040Q104 3,428 41 1.21 357 12.97 0.0038
2024-05-14 2024-03-31 13F WELLTOWER COM 95040Q104 3,387 283 9.12 316 13.26 0.0037
2024-02-28 2023-12-31 13F WELLTOWER COM 95040Q104 3,104 288 10.23 280 21.30 0.0036
2023-11-24 2023-09-30 13F WELLTOWER COM 95040Q104 2,816 -10,857 -79.40 231 1.32 0.0036
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 13,673 11,179 448.24 228 -3.81 0.0033
2023-06-05 2023-03-31 13F WELLTOWER COM 95040Q104 2,494 -1,637 -39.63 236 -12.59 0.0041
2023-06-12 2022-12-31 13F WELLTOWER COM 95040Q104 4,131 4,131 271 0.0049
2022-12-02 2022-09-30 13F WELLTOWER COM 95040Q104 0 -6,527 -100.00 0 -100.00
2022-08-11 2022-06-30 13F WELLTOWER COM 95040Q104 6,527 2,025 44.98 538 24.25 0.0121
2022-05-20 2022-03-31 13F WELLTOWER COM 95040Q104 4,502 30 0.67 433 12.76 0.0095
2022-02-17 2021-12-31 13F WELLTOWER COM 95040Q104 4,472 -159 -3.43 384 0.52 0.0091
2021-11-23 2021-09-30 13F/A-1 WELLTOWER COM 95040Q104 4,631 -1,781 -27.78 382 -28.33 0.0105
2021-11-16 2021-09-30 13F WELLTOWER COM 95040Q104 7,410 998 382 0.0105
2021-08-24 2021-06-30 13F WELLTOWER COM 95040Q104 6,412 -2,268 -26.13 533 -14.31 0.0148
2021-05-17 2021-03-31 13F WELLTOWER COM 95040Q104 8,680 46 0.53 622 11.47 0.0198
2021-02-18 2020-12-31 13F WELLTOWER COM 95040Q104 8,634 -1,076 -11.08 558 4.30 0.0196
2020-11-17 2020-09-30 13F WELLTOWER COM 95040Q104 9,710 503 5.46 535 12.39 0.0230
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 9,207 -1,615 -14.92 476 -3.84 0.0203
2020-05-18 2020-03-31 13F WELLTOWER COM 95040Q104 10,822 134 1.25 495 -43.36 0.0242
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 10,688 -121 -1.12 874 -10.82 0.0360
2019-11-18 2019-09-30 13F WELLTOWER COM 95040Q104 10,809 176 1.66 980 13.03 0.0486
2019-08-27 2019-06-30 13F WELLTOWER COM 95040Q104 10,633 10,633 -1.63 867 -11.53 0.0542
2019-05-17 2019-03-31 13F WELLTOWER COM 95040Q104 0 -11,240 -100.00 0 -100.00
2019-02-15 2018-12-31 13F WELLTOWER COM 95040Q104 11,240 -366 -3.15 780 4.56 0.0602
2018-11-15 2018-09-30 13F WELLTOWER COM 95040Q104 11,606 11,606 746 0.0583
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.