Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership3,035,898 shares
Latest Disclosed Value $ 600,227,394
Prudential Financial Inc reports 3.64% increase in ownership of WELL / Welltower Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 3,035,898 shares of Welltower Inc. (US:WELL) valued at $600,227,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,929,178 shares of Welltower Inc.. This represents a change in shares of 3.64% during the quarter. The current value of the position is $609,760,113 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 3,035,898 106,720 3.64 600,227 10.40 0.7391
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 2,929,178 -178,728 -5.75 543,685 -1.80 0.6565
2025-11-13 2025-09-30 13F WELLTOWER COM 95040Q104 3,107,906 333,576 12.02 553,642 29.81 0.6580
2025-08-12 2025-06-30 13F WELLTOWER COM 95040Q104 2,774,330 268,729 10.73 426,498 11.10 0.5510
2025-05-13 2025-03-31 13F WELLTOWER COM 95040Q104 2,505,601 -271,812 -9.79 383,883 9.67 0.5469
2025-02-11 2024-12-31 13F WELLTOWER COM 95040Q104 2,777,413 -186,983 -6.31 350,037 -7.77 0.4798
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 2,964,396 397,617 15.49 379,532 41.84 0.5347
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 2,566,779 -229,186 -8.20 267,587 2.42 0.4017
2024-05-14 2024-03-31 13F WELLTOWER COM 95040Q104 2,795,965 62,114 2.27 261,255 6.03 0.3678
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 2,733,851 -169,570 -5.84 246,405 3.60 0.3722
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 2,903,421 -100,376 -3.34 237,848 -2.11 0.3732
2023-08-11 2023-06-30 13F WELLTOWER COM 95040Q104 3,003,797 -120,328 -3.85 242,977 8.49 0.3538
2023-05-12 2023-03-31 13F WELLTOWER COM 95040Q104 3,124,125 -392,902 -11.17 223,969 -2.85 0.3507
2023-02-14 2022-12-31 13F WELLTOWER COM 95040Q104 3,517,027 558,722 18.89 230,541 21.17 0.3885
2022-11-04 2022-09-30 13F WELLTOWER COM 95040Q104 2,958,305 -385,689 -11.53 190,269 -30.91 0.3226
2022-08-15 2022-06-30 13F WELLTOWER COM 95040Q104 3,343,994 484,591 16.95 275,385 0.17 0.4369
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 2,859,403 41,617 1.48 274,904 20.85 0.3654
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 2,817,786 -143,085 -4.83 227,476 -10.32 0.2826
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 2,960,871 130,981 4.63 253,656 7.86 0.3540
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 2,829,890 811,101 40.18 235,164 62.62 0.3236
2021-05-12 2021-03-31 13F WELLTOWER COM 95040Q104 2,018,789 557,440 38.15 144,606 53.13 0.2166
2021-08-16 2020-12-31 13F/A-1 WELLTOWER COM 0064 95040Q104 1,461,349 1,451,569 14,842.22 94,432 17,419.85 0.1587
2021-02-16 2020-12-31 13F WELLTOWER COM 95040Q104 1,461,349 1,451,569 94,433 0.1587
2021-08-05 2020-09-30 13F/A-1 WELLTOWER COM 95040Q104 9,780 5,887 151.22 539 168.16 0.0779
2020-11-16 2020-09-30 13F WELLTOWER COM 95040Q104 1,550,682 1,546,789 85,427 0.1611
2021-08-05 2020-06-30 13F/A-1 WELLTOWER COM 0051 95040Q104 3,893 -651 -14.33 201 -3.37 0.0372
2020-08-12 2020-06-30 13F WELLTOWER COM 95040Q104 1,685,926 1,681,382 87,247 0.1680
2021-08-05 2020-03-31 13F/A-1 WELLTOWER COM 0045 95040Q104 4,544 1,209 36.25 208 -23.81 0.0540
2020-05-12 2020-03-31 13F WELLTOWER COM 95040Q104 1,425,665 1,422,330 65,267 0.1446
2021-08-05 2019-12-31 13F/A-1 WELLTOWER COM 0081 95040Q104 3,335 1,317 65.26 273 49.18 0.0712
2020-02-11 2019-12-31 13F WELLTOWER COM 95040Q104 1,142,675 1,140,657 93,448 0.1385
2021-08-05 2019-09-30 13F/A-1 WELLTOWER COM 0090 95040Q104 2,018 440 27.88 183 41.86 0.0597
2019-11-13 2019-09-30 13F WELLTOWER COM 95040Q104 1,755,756 1,754,178 159,159 0.2525
2021-08-05 2019-06-30 13F/A-1 WELLTOWER COM 95040Q104 1,578 158 11.13 129 17.27 0.0448
2019-08-08 2019-06-30 13F WELLTOWER COM 95040Q104 1,485,510 1,484,090 121,113 0.1887
2021-08-05 2019-03-31 13F/A-1 WELLTOWER COM 95040Q104 1,420 710 100.00 110 124.49 0.0467
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 1,933,913 1,933,203 150,072 0.2499
2021-08-05 2018-12-31 13F/A-1 WELLTOWER COM 95040Q104 710 503 243.00 49 276.92 0.0397
2019-02-07 2018-12-31 13F WELLTOWER COM 95040Q104 2,356,259 -6,797 163,548 0.2873
2021-09-01 2018-09-30 13F/A-1 WELLTOWER COM 0064 95040Q104 207 47 29.38 13 30.00 0.0209
2018-11-07 2018-09-30 13F WELLTOWER COM 95040Q104 2,363,056 2,362,896 151,993 0.2239
2021-09-01 2018-06-30 13F/A-1 WELLTOWER COM 95040Q104 160 61 61.62 10 100.00 0.0359
2018-08-13 2018-06-30 13F WELLTOWER COM 95040Q104 2,598,946 2,598,847 162,928 0.2435
2021-09-01 2018-03-31 13F/A-1 WELLTOWER COM 95040Q104 99 -1,738,417 -99.99 5 -100.00 0.0652
2018-05-04 2018-03-31 13F WELLTOWER COM 95040Q104 2,054,574 316,058 111,830 0.1704
2018-02-13 2017-12-31 13F WELLTOWER COM 95040Q104 1,738,516 203,640 13.27 110,865 2.78 0.1510
2017-11-02 2017-09-30 13F WELLTOWER COM 95040Q104 1,534,876 459,593 42.74 107,871 34.03 0.1784
2017-08-07 2017-06-30 13F WELLTOWER COM 95040Q104 1,075,283 143,334 15.38 80,485 21.95 0.1197
2017-05-10 2017-03-31 13F WELLTOWER COM 95040Q104 931,949 -81,126 -8.01 66,001 -2.66 0.1029
2017-02-07 2016-12-31 13F WELLTOWER COM 95040Q104 1,013,075 -459,767 -31.22 67,805 -38.43 0.1090
2016-11-04 2016-09-30 13F WELLTOWER COM 95040Q104 1,472,842 -179,931 -10.89 110,124 -12.53 0.1819
2016-08-09 2016-06-30 13F WELLTOWER COM 95040Q104 1,652,773 -584,274 -26.12 125,892 -18.84 0.2118
2016-05-09 2016-03-31 13F WELLTOWER COM 95040Q104 2,237,047 -68,971 -2.99 155,117 -1.12 0.2775
2016-02-12 2015-12-31 13F WELLTOWER COM 95040Q104 2,306,018 -359,726 -13.49 156,879 -13.10 0.2840
2015-11-10 2015-09-30 13F WELLTOWER COM 95040Q104 2,665,744 2,665,744 180,524 0.3561
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.