Welltower Inc.
DE ˙ DB ˙ US95040Q1040
€ 172,20 ↑4.00 (2.38%)
2026-06-03
PREÇO DA AÇÃO
SecurityDE:HCW / Welltower Inc.
InstitutionAviva Plc
Latest Disclosed Ownership566,969 shares
Latest Disclosed Value $ 112,095,441
Aviva Plc reports 3.31% increase in ownership of HCW / Welltower Inc.

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 566,969 shares of Welltower Inc. (DE:HCW) valued at $96,696,563 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 548,820 shares of Welltower Inc.. This represents a change in shares of 3.31% during the quarter. The current value of the position is $97,632,062 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 566,969 18,149 3.31 112,095 10.04 0.1881
2026-02-12 2025-12-31 13F WELLTOWER COM 95040Q104 548,820 29,266 5.63 101,866 10.06 0.1718
2025-11-13 2025-09-30 13F WELLTOWER COM 95040Q104 519,554 34,608 7.14 92,553 24.15 0.1682
2025-08-07 2025-06-30 13F WELLTOWER COM 95040Q104 484,946 50,075 11.51 74,551 11.89 0.1540
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 434,871 62,398 16.75 66,627 41.93 0.1608
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 372,473 -241,437 -39.33 46,943 -40.28 0.1219
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 613,910 113,173 22.60 78,599 50.57 0.2036
2024-08-02 2024-06-30 13F WELLTOWER COM 95040Q104 500,737 119,703 31.42 52,202 46.62 0.1447
2024-05-14 2024-03-31 13F WELLTOWER COM 95040Q104 381,034 -61,399 -13.88 35,604 -10.76 0.1172
2024-02-09 2023-12-31 13F WELLTOWER COM 95040Q104 442,433 49,284 12.54 39,894 23.87 0.1430
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 393,149 -66,544 -14.48 32,207 -13.39 0.1354
2023-08-10 2023-06-30 13F WELLTOWER COM 95040Q104 459,693 -195,366 -29.82 37,185 -20.82 0.1514
2023-05-12 2023-03-31 13F WELLTOWER COM 95040Q104 655,059 -1,867 -0.28 46,961 9.06 0.2126
2023-02-14 2022-12-31 13F/A-2 WELLTOWER COM 95040Q104 656,926 188,973 40.38 43,061 43.07 0.2118
2023-02-10 2022-12-31 13F/A-1 WELLTOWER COM 95040Q104 656,926 188,973 3,149 0.0150
2023-02-09 2022-12-31 13F WELLTOWER COM 95040Q104 656,926 188,973 43 0.2069
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 467,953 122,066 35.29 30,098 5.67 0.1735
2022-08-04 2022-06-30 13F WELLTOWER COM 95040Q104 345,887 157,675 83.78 28,484 57.41 0.1516
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 188,212 17,014 9.94 18,095 23.23 0.0905
2022-02-10 2021-12-31 13F WELLTOWER COM 95040Q104 171,198 1,253 0.74 14,684 4.86 0.0616
2021-11-12 2021-09-30 13F WELLTOWER COM 95040Q104 169,945 -6,389 -3.62 14,004 -4.43 0.0625
2021-08-10 2021-06-30 13F WELLTOWER COM 95040Q104 176,334 -21,724 -10.97 14,653 3.29 0.0643
2021-05-13 2021-03-31 13F WELLTOWER COM 95040Q104 198,058 -280,086 -58.58 14,186 -54.09 0.0693
2021-02-10 2020-12-31 13F WELLTOWER COM 95040Q104 478,144 73,035 18.03 30,897 38.44 0.1607
2020-11-12 2020-09-30 13F WELLTOWER COM 95040Q104 405,109 15,481 3.97 22,318 10.69 0.1316
2020-08-13 2020-06-30 13F/A-1 WELLTOWER COM 95040Q104 389,628 -8,853 -2.22 20,163 10.52 0.1257
2020-08-13 2020-06-30 13F WELLTOWER COM 95040Q104 389,628 -8,853 20,163 61,042.0489
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 398,481 194,398 95.25 18,243 9.30 0.1336
2020-02-10 2019-12-31 13F WELLTOWER COM 95040Q104 204,083 -2,421 -1.17 16,690 -10.84 0.1011
2019-11-12 2019-09-30 13F WELLTOWER COM 95040Q104 206,504 -14,643 -6.62 18,720 3.83 0.1269
2019-07-30 2019-06-30 13F WELLTOWER COM 95040Q104 221,147 1,854 0.85 18,030 5.95 0.1238
2019-05-14 2019-03-31 13F WELLTOWER COM 95040Q104 219,293 -94,238 -30.06 17,017 -21.80 0.1142
2019-02-12 2018-12-31 13F WELLTOWER COM 95040Q104 313,531 -129,178 -29.18 21,761 -23.58 0.1623
2018-11-13 2018-09-30 13F WELLTOWER COM 95040Q104 442,709 21,323 5.06 28,475 7.79 0.1561
2018-08-01 2018-06-30 13F WELLTOWER COM 95040Q104 421,386 -18,694 -4.25 26,417 10.29 0.1559
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 440,080 34,436 8.49 23,953 -7.40 0.1465
2018-02-13 2017-12-31 13F WELLTOWER COM 95040Q104 405,644 172,555 74.03 25,868 57.93 0.1465
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 233,089 2,490 1.08 16,379 -5.07 0.0881
2017-08-07 2017-06-30 13F WELLTOWER COM 95040Q104 230,599 5,800 2.58 17,253 8.37 0.0964
2017-05-15 2017-03-31 13F WELLTOWER COM 95040Q104 224,799 -94,446 -29.58 15,920 -25.50 0.0911
2017-02-13 2016-12-31 13F WELLTOWER COM 95040Q104 319,245 33,170 11.59 21,370 -0.09 0.1276
2016-11-14 2016-09-30 13F WELLTOWER COM 95040Q104 286,075 22,098 8.37 21,390 6.38 0.1335
2016-08-05 2016-06-30 13F WELLTOWER COM 95040Q104 263,977 43,801 19.89 20,107 31.70 0.1378
2016-05-12 2016-03-31 13F WELLTOWER COM 95040Q104 220,176 14,872 7.24 15,267 9.31 0.1135
2016-02-11 2015-12-31 13F WELLTOWER COM 95040Q104 205,304 16,954 9.00 13,967 9.50 0.1059
2015-11-12 2015-09-30 13F WELLTOWER COM 95040Q104 188,350 188,350 12,755 0.1057
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.