Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership843,869 shares
Latest Disclosed Value $ 166,841
Natixis Advisors, L.p. reports 6.67% increase in ownership of WELL / Welltower Inc.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 843,869 shares of Welltower Inc. (US:WELL) valued at $166,841,340 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 791,122 shares of Welltower Inc.. This represents a change in shares of 6.67% during the quarter. The current value of the position is $168,427,814 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)
2026-05-13 2026-03-31 13F WELLTOWER COM 95040Q104 843,869 52,747 6.67 167 13.70 0.2321
2026-02-10 2025-12-31 13F WELLTOWER COM 95040Q104 791,122 115,849 17.16 147 21.67 0.2081
2025-11-13 2025-09-30 13F WELLTOWER INC COM 95040Q104 675,273 21,886 3.35 120 20.00 0.1755
2025-08-13 2025-06-30 13F WELLTOWER COM 95040Q104 653,387 227,393 53.38 100 53.85 0.1594
2025-05-08 2025-03-31 13F WELLTOWER COM 95040Q104 425,994 70,329 19.77 65 47.73 0.1206
2025-02-10 2024-12-31 13F WELLTOWER COM 95040Q104 355,665 20,106 5.99 45 4.76 0.0838
2024-11-06 2024-09-30 13F WELLTOWER COM 95040Q104 335,559 21,559 6.87 43 31.25 0.0838
2024-08-01 2024-06-30 13F WELLTOWER COM 95040Q104 314,000 41,105 15.06 33 28.00 0.0712
2024-04-25 2024-03-31 13F WELLTOWER COM 95040Q104 272,895 41,471 17.92 25 25.00 0.0586
2024-02-06 2023-12-31 13F WELLTOWER COM 95040Q104 231,424 25,395 12.33 21 25.00 0.0549
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 206,029 63,193 44.24 17 45.45 0.0516
2023-08-15 2023-06-30 13F WELLTOWER COM 95040Q104 142,836 13,021 10.03 12 22.22 0.0357
2023-05-11 2023-03-31 13F WELLTOWER COM 95040Q104 129,815 30,903 31.24 9 50.00 0.0320
2023-01-27 2022-12-31 13F WELLTOWER COM 95040Q104 98,912 -18,380 -15.67 6 -99.92 0.0245
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 117,292 30,602 35.30 7,544 5.67 0.0319
2022-08-12 2022-06-30 13F WELLTOWER COM 95040Q104 86,690 -14,307 -14.17 7,139 -26.47 0.0314
2022-05-12 2022-03-31 13F WELLTOWER COM 95040Q104 100,997 20,058 24.78 9,709 39.86 0.0370
2022-02-08 2021-12-31 13F WELLTOWER COM 95040Q104 80,939 3,560 4.60 6,942 8.88 0.0265
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 77,379 -4,639 -5.66 6,376 -6.46 0.0262
2021-08-12 2021-06-30 13F WELLTOWER COM 95040Q104 82,018 -48,667 -37.24 6,816 -27.18 0.0318
2021-05-05 2021-03-31 13F WELLTOWER COM 95040Q104 130,685 276 0.21 9,360 11.07 0.0489
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 130,409 -4,449 -3.30 8,427 13.43 0.0485
2020-11-12 2020-09-30 13F WELLTOWER COM 95040Q104 134,858 -5,489 -3.91 7,429 2.29 0.0467
2020-08-11 2020-06-30 13F WELLTOWER COM 95040Q104 140,347 6,812 5.10 7,263 18.81 0.0482
2020-04-27 2020-03-31 13F WELLTOWER COM 95040Q104 133,535 -22,585 -14.47 6,113 -52.12 0.0498
2020-02-10 2019-12-31 13F WELLTOWER COM 95040Q104 156,120 -3,686 -2.31 12,768 -11.86 0.0901
2019-11-12 2019-09-30 13F WELLTOWER COM 95040Q104 159,806 1,957 1.24 14,486 12.57 0.1150
2019-08-12 2019-06-30 13F WELLTOWER SPONSORED ADR 95040Q104 157,849 -9,065 -5.43 12,869 -0.65 0.1051
2019-05-15 2019-03-31 13F/A-1 WELLTOWER COM 95040Q104 166,914 -25,652 -13.32 12,953 -3.09 0.1134
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 166,914 -25,652 12,953
2019-02-13 2018-12-31 13F/A-1 WELLTOWER COM 95040Q104 192,566 -18,693 -8.85 13,366 -1.63 0.1320
2019-02-13 2018-12-31 13F WELLTOWER COM 95040Q104 192,566 -18,693 13,366
2018-11-13 2018-09-30 13F WELLTOWER COM 95040Q104 211,259 1,179 0.56 13,587 3.17 0.1196
2018-08-14 2018-06-30 13F/A-1 WELLTOWER COM 95040Q104 210,080 -11,343 -5.12 13,169 9.27 0.1258
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 210,080 13,169
2018-05-10 2018-03-31 13F WELLTOWER COM 95040Q104 221,423 -18,023 -7.53 12,052 -21.07 0.1190
2018-02-14 2017-12-31 13F WELLTOWER COM 95040Q104 239,446 -20,463 -7.87 15,269 -16.41 0.1555
2017-11-14 2017-09-30 13F WELLTOWER COM 95040Q104 259,909 -1,663 -0.64 18,266 -6.71 0.1930
2017-07-27 2017-06-30 13F WELLTOWER COM 95040Q104 261,572 -5,303 -1.99 19,579 3.59 0.2119
2017-05-12 2017-03-31 13F WELLTOWER COM 95040Q104 266,875 13,340 5.26 18,900 11.38 0.2094
2017-02-07 2016-12-31 13F WELLTOWER COM 95040Q104 253,535 10,925 4.50 16,969 -6.46 0.2040
2016-11-04 2016-09-30 13F WELLTOWER COM 95040Q104 242,610 15,913 7.02 18,140 5.05 0.2350
2016-08-01 2016-06-30 13F WELLTOWER COM 95040Q104 226,697 17,911 8.58 17,268 19.28 0.2387
2016-05-06 2016-03-31 13F WELLTOWER COM 95040Q104 208,786 2,489 1.21 14,477 3.16 0.2166
2016-02-12 2015-12-31 13F WELLTOWER COM 95040Q104 206,297 187,286 985.15 14,034 990.44 0.2301
2015-11-12 2015-09-30 13F WELLTOWER COM 95040Q104 19,011 19,011 1,287 0.0223
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.