Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionSynovus Financial Corp
Latest Disclosed Ownership7,439 shares
Latest Disclosed Value $ 1,326,572
Synovus Financial Corp reports 5.61% increase in ownership of WELL / Welltower Inc.

On November 7, 2025 - Synovus Financial Corp filed a 13F-HR form disclosing ownership of 7,439 shares of Welltower Inc. (US:WELL) valued at $1,325,183 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 7,044 shares of Welltower Inc.. This represents a change in shares of 5.61% during the quarter. The current value of the position is $1,494,123 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)
2025-11-07 2025-09-30 13F WELLTOWER COM 95040Q104 7,439 395 5.61 1,327 22.32 0.0152
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 7,044 536 8.24 1,084 8.73 0.0133
2025-05-14 2025-03-31 13F WELLTOWER COM 95040Q104 6,508 2,853 78.06 997 116.27 0.0129
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 3,655 329 9.89 461 8.47 0.0059
2024-11-25 2024-09-30 13F/A-1 WELLTOWER COM 95040Q104 3,326 1,128 51.32 426 85.59 0.0049
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 3,326 1,128 426 0.0025
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 2,198 41 1.90 229 13.37 0.0030
2024-05-14 2024-03-31 13F WELLTOWER COM 95040Q104 2,157 2,157 202 0.0026
2020-11-09 2020-09-30 13F WELLTOWER COM 95040Q104 0 -2,880 -100.00 0 -100.00
2020-08-10 2020-06-30 13F WELLTOWER COM 95040Q104 2,880 -6,080 -67.86 147 -64.32 0.0021
2020-04-24 2020-03-31 13F WELLTOWER COM 95040Q104 8,960 6,421 252.89 412 97.13 0.0058
2020-02-06 2019-12-31 13F WELLTOWER COM 95040Q104 2,539 693 37.54 209 25.90 0.0028
2019-11-01 2019-09-30 13F WELLTOWER COM 95040Q104 1,846 326 21.45 166 31.75 0.0025
2019-08-08 2019-06-30 13F WELLTOWER COM 95040Q104 1,520 240 18.75 126 27.27 0.0019
2019-05-09 2019-03-31 13F WELLTOWER COM 95040Q104 1,280 0 0.00 99 12.50 0.0016
2019-02-07 2018-12-31 13F WELLTOWER COM 95040Q104 1,280 -590 -31.55 88 -26.67 0.0016
2018-11-01 2018-09-30 13F WELLTOWER COM 95040Q104 1,870 -100 -5.08 120 -3.23 0.0019
2018-08-01 2018-06-30 13F WELLTOWER COM 95040Q104 1,970 0 0.00 124 15.89 0.0021
2018-05-07 2018-03-31 13F WELLTOWER COM 95040Q104 1,970 1,970 107 0.0018
2017-08-09 2017-06-30 13F WELLTOWER COM 95040Q104 0 -820 -100.00 0 -100.00
2017-05-15 2017-03-31 13F WELLTOWER COM 95040Q104 820 577 237.45 57 256.25 0.0012
2017-02-10 2016-12-31 13F WELLTOWER COM 95040Q104 243 50 25.91 16 14.29 0.0004
2016-10-28 2016-09-30 13F WELLTOWER COM 95040Q104 193 0 0.00 14 -6.67 0.0003
2016-08-04 2016-06-30 13F WELLTOWER COM 95040Q104 193 1 0.52 15 15.38 0.0003
2016-05-09 2016-03-31 13F WELLTOWER COM 95040Q104 192 -1,569 -89.10 13 -89.17 0.0003
2016-02-08 2015-12-31 13F WELLTOWER COM 95040Q104 1,761 -245 -12.21 120 -11.76 0.0030
2015-11-03 2015-09-30 13F WELLTOWER COM 95040Q104 2,006 2,006 136 0.0036
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.