Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionWestpac Banking Corp
Latest Disclosed Ownership69,410 shares
Latest Disclosed Value $ 13,723,051
Westpac Banking Corp reports 5.68% decrease in ownership of WELL / Welltower Inc.

On May 11, 2026 - Westpac Banking Corp filed a 13F-HR form disclosing ownership of 69,410 shares of Welltower Inc. (US:WELL) valued at $13,723,051 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 73,591 shares of Welltower Inc.. This represents a change in shares of -5.68% during the quarter. The current value of the position is $13,853,542 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)
2026-05-11 2026-03-31 13F WELLTOWER COM 95040Q104 69,410 -4,181 -5.68 13,723 0.47 0.4780
2026-02-10 2025-12-31 13F WELLTOWER COM 95040Q104 73,591 -2,400 -3.16 13,659 0.90 0.8628
2025-11-14 2025-09-30 13F/A-1 WELLTOWER COM 95040Q104 75,991 0 0.00 13,537 15.88 0.8390
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 75,991 0 13,537 0.3398
2025-08-11 2025-06-30 13F WELLTOWER COM 95040Q104 75,991 -8,820 -10.40 11,682 -10.09 0.7809
2025-05-13 2025-03-31 13F WELLTOWER COM 95040Q104 84,811 -4,150 -4.66 12,994 15.90 0.9560
2025-02-12 2024-12-31 13F WELLTOWER COM 95040Q104 88,961 -13,769 -13.40 11,212 -14.76 0.7440
2024-11-08 2024-09-30 13F WELLTOWER COM 95040Q104 102,730 417 0.41 13,153 23.31 0.8817
2024-08-14 2024-06-30 13F/A-1 WELLTOWER COM 95040Q104 102,313 4,120 4.20 10,666 16.25 0.8459
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 2,608 -95,585 10,666 0.3667
2024-05-09 2024-03-31 13F WELLTOWER COM 95040Q104 98,193 704 0.72 9,175 4.38 0.6990
2024-02-08 2023-12-31 13F WELLTOWER COM 95040Q104 97,489 2,943 3.11 8,791 13.49 0.7247
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 94,546 23,557 33.18 7,745 34.88 0.5795
2023-08-10 2023-06-30 13F WELLTOWER COM 95040Q104 70,989 -303,925 -81.07 5,742 -78.64 0.4052
2023-05-04 2023-03-31 13F WELLTOWER COM 95040Q104 374,914 164,900 78.52 26,878 95.24 0.3613
2023-02-06 2022-12-31 13F WELLTOWER COM 95040Q104 210,014 -58,604 -21.82 13,766 -20.32 0.2035
2022-11-08 2022-09-30 13F WELLTOWER COM 95040Q104 268,618 -126,923 -32.09 17,278 -46.96 0.2634
2022-08-10 2022-06-30 13F WELLTOWER COM 95040Q104 395,541 152,674 62.86 32,573 39.50 0.4244
2022-05-11 2022-03-31 13F WELLTOWER COM 95040Q104 242,867 -182,871 -42.95 23,349 -35.50 0.2679
2022-02-08 2021-12-31 13F WELLTOWER COM 95040Q104 425,738 82,919 24.19 36,200 28.15 0.3750
2021-10-27 2021-09-30 13F WELLTOWER COM 95040Q104 342,819 -272,514 -44.29 28,248 -44.76 0.3020
2021-08-11 2021-06-30 13F WELLTOWER COM 95040Q104 615,333 -42,346 -6.44 51,134 8.54 0.5134
2021-05-13 2021-03-31 13F WELLTOWER COM 95040Q104 657,679 -32,969 -4.77 47,110 5.56 0.5198
2021-02-11 2020-12-31 13F WELLTOWER COM 95040Q104 690,648 72,127 11.66 44,630 30.98 0.5065
2020-11-10 2020-09-30 13F WELLTOWER COM 95040Q104 618,521 106,178 20.72 34,074 28.52 0.4617
2020-08-12 2020-06-30 13F WELLTOWER COM 95040Q104 512,343 196,162 62.04 26,514 83.18 0.3952
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 316,181 -106,382 -25.18 14,475 -58.12 0.2494
2020-02-11 2019-12-31 13F WELLTOWER COM 95040Q104 422,563 108,641 34.61 34,557 21.44 0.4448
2019-11-13 2019-09-30 13F WELLTOWER COM 95040Q104 313,922 -11,518 -3.54 28,457 7.25 0.3957
2019-08-01 2019-06-30 13F WELLTOWER COM 95040Q104 325,440 -181,336 -35.78 26,533 -32.53 0.4052
2019-05-14 2019-03-31 13F WELLTOWER COM 95040Q104 506,776 3,689 0.73 39,326 12.62 0.6492
2019-02-07 2018-12-31 13F WELLTOWER COM 95040Q104 503,087 -54,126 -9.71 34,919 -2.57 0.5951
2018-11-13 2018-09-30 13F WELLTOWER COM 95040Q104 557,213 35,596 6.82 35,840 9.60 0.6145
2018-07-18 2018-06-30 13F WELLTOWER COM 95040Q104 521,617 38,284 7.92 32,700 24.30 0.6283
2018-05-01 2018-03-31 13F WELLTOWER COM 95040Q104 483,333 -17,749 -3.54 26,308 -17.67 0.5254
2018-01-18 2017-12-31 13F WELLTOWER COM 95040Q104 501,082 -31,303 -5.88 31,954 -14.60 0.7261
2017-10-30 2017-09-30 13F WELLTOWER COM 95040Q104 532,385 23,852 4.69 37,416 -1.70 0.8238
2017-08-09 2017-06-30 13F WELLTOWER COM 95040Q104 508,533 -158,101 -23.72 38,064 -19.38 0.8380
2017-05-18 2017-03-31 13F/A-1 WELLTOWER COM 95040Q104 666,634 141,792 27.02 47,211 20.72 0.3784
2017-05-11 2017-03-31 13F WELLTOWER COM 95040Q104 734,941 51,183
2017-02-09 2016-12-31 13F WELLTOWER COM 95040Q104 524,842 -1,781 -0.34 39,107 -0.68 0.3688
2016-11-10 2016-09-30 13F WELLTOWER COM 95040Q104 526,623 -58,363 -9.98 39,376 -5.81 0.4253
2016-08-10 2016-06-30 13F WELLTOWER COM 95040Q104 584,986 -159,555 -21.43 41,804 -19.03 0.4576
2016-05-13 2016-03-31 13F WELLTOWER COM 95040Q104 744,541 71,618 10.64 51,626 12.77 0.5612
2016-02-11 2015-12-31 13F WELLTOWER COM 95040Q104 672,923 133,654 24.78 45,779 25.35 0.5064
2015-11-16 2015-09-30 13F/A-1 WELLTOWER COM 95040Q104 539,269 539,269 36,519 0.4019
2015-11-12 2015-09-30 13F WELLTOWER COM 95040Q104 539,269 36,519 0.3908
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.