Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership39,539 shares
Latest Disclosed Value $ 7,817,255
Crossmark Global Holdings, Inc. reports 6.60% increase in ownership of WELL / Welltower Inc.

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 39,539 shares of Welltower Inc. (MX:WELL) valued at $7,817,255 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 37,090 shares of Welltower Inc.. This represents a change in shares of 6.60% during the quarter.

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 39,539 2,449 6.60 7,817 13.55 0.1142
2026-02-03 2025-12-31 13F WELLTOWER COM 95040Q104 37,090 12,953 53.66 6,884 60.13 0.0982
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 24,137 -3,860 -13.79 4,300 -0.09 0.0644
2025-08-08 2025-06-30 13F WELLTOWER COM 95040Q104 27,997 1,292 4.84 4,304 5.18 0.0695
2025-04-30 2025-03-31 13F WELLTOWER COM 95040Q104 26,705 -1,076 -3.87 4,091 136,266.67 0.0722
2025-01-16 2024-12-31 13F WELLTOWER COM 95040Q104 27,781 -57 -0.20 4 0.00 0.0638
2024-11-04 2024-09-30 13F WELLTOWER COM 95040Q104 27,838 -282 -1.00 4 50.00 0.0636
2024-07-29 2024-06-30 13F WELLTOWER COM 95040Q104 28,120 1,436 5.38 3 0.00 0.0560
2024-05-13 2024-03-31 13F WELLTOWER COM 95040Q104 26,684 -299 -1.11 2 0.00 0.0478
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 26,983 375 1.41 2 0.00 0.0505
2023-11-08 2023-09-30 13F WELLTOWER COM 95040Q104 26,608 -181 -0.68 2 0.00 0.0505
2023-07-31 2023-06-30 13F WELLTOWER COM 95040Q104 26,789 -464 -1.70 2 100.00 0.0467
2023-05-12 2023-03-31 13F WELLTOWER COM 95040Q104 27,253 253 0.94 2 0.00 0.0460
2023-01-19 2022-12-31 13F WELLTOWER COM 95040Q104 27,000 1,179 4.57 2 -99.94 0.0441
2022-11-01 2022-09-30 13F WELLTOWER COM 95040Q104 25,821 461 1.82 1,661 -20.45 0.0461
2022-07-29 2022-06-30 13F WELLTOWER COM 95040Q104 25,360 890 3.64 2,088 -11.22 0.0541
2022-05-11 2022-03-31 13F WELLTOWER COM 95040Q104 24,470 -154 -0.63 2,352 11.36 0.0524
2022-01-10 2021-12-31 13F WELLTOWER COM 95040Q104 24,624 3,574 16.98 2,112 21.73 0.0459
2021-10-21 2021-09-30 13F/A-1 WELLTOWER COM 95040Q104 21,050 -90 -0.43 1,735 -1.25 0.0406
2021-07-21 2021-06-30 13F WELLTOWER COM 95040Q104 21,140 310 1.49 1,757 17.76 0.0413
2021-04-15 2021-03-31 13F WELLTOWER COM 95040Q104 20,830 -760 -3.52 1,492 6.95 0.0370
2021-01-14 2020-12-31 13F WELLTOWER COM 95040Q104 21,590 -514 -2.33 1,395 14.53 0.0353
2020-10-08 2020-09-30 13F WELLTOWER COM 95040Q104 22,104 -1,501 -6.36 1,218 -0.33 0.0342
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 23,605 -2,599 -9.92 1,222 1.83 0.0356
2020-04-28 2020-03-31 13F WELLTOWER COM 95040Q104 26,204 -2,424 -8.47 1,200 -48.74 0.0429
2020-02-06 2019-12-31 13F WELLTOWER COM 95040Q104 28,628 -10,359 -26.57 2,341 -33.76 0.0643
2019-10-09 2019-09-30 13F WELLTOWER COM 95040Q104 38,987 1,467 3.91 3,534 15.53 0.1032
2019-07-09 2019-06-30 13F WELLTOWER COM 95040Q104 37,520 -690 -1.81 3,059 3.17 0.0858
2019-05-02 2019-03-31 13F WELLTOWER COM 95040Q104 38,210 -225 -0.59 2,965 11.13 0.0842
2019-01-31 2018-12-31 13F WELLTOWER COM 95040Q104 38,435 9,722 33.86 2,668 44.45 0.0827
2018-11-08 2018-09-30 13F/A-1 WELLTOWER COM 95040Q104 28,713 -802 -2.72 1,847 -0.16 0.0469
2018-11-06 2018-09-30 13F WELLTOWER COM 95040Q104 29,515 0 1,850
2018-07-31 2018-06-30 13F WELLTOWER COM 95040Q104 29,515 -1,090 -3.56 1,850 11.04 0.0496
2018-04-16 2018-03-31 13F WELLTOWER COM 95040Q104 30,605 -2,292 -6.97 1,666 -20.59 0.0431
2018-02-05 2017-12-31 13F WELLTOWER COM 95040Q104 32,897 -5,444 -14.20 2,098 -22.15 0.0504
2017-10-27 2017-09-30 13F WELLTOWER COM 95040Q104 38,341 0 0.00 2,695 0.00 0.0695
2017-10-25 2016-09-30 13F WELLTOWER COM 95040Q104 38,341 38,341 2,695 0.0695
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.