Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership431,978 shares
Latest Disclosed Value $ 85,406,364
First Trust Advisors Lp reports 2.09% increase in ownership of WELL / Welltower Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 431,978 shares of Welltower Inc. (MX:WELL) valued at $85,406,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 423,124 shares of Welltower Inc.. This represents a change in shares of 2.09% 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)
2026-05-13 2026-03-31 13F WELLTOWER COM 95040Q104 431,978 8,854 2.09 85,406 8.75 0.0609
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 423,124 -20,728 -4.67 78,536 -0.67 0.0571
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 443,852 202,636 84.01 79,068 113.22 0.0588
2025-08-13 2025-06-30 13F WELLTOWER COM 95040Q104 241,216 39,287 19.46 37,082 19.86 0.0298
2025-05-14 2025-03-31 13F WELLTOWER COM 95040Q104 201,929 -29,686 -12.82 30,938 5.98 0.0274
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 231,615 47,353 25.70 29,190 23.73 0.0257
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 184,262 92,915 101.72 23,591 147.75 0.0225
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 91,347 -14,717 -13.88 9,523 -3.92 0.0097
2024-05-13 2024-03-31 13F WELLTOWER COM 95040Q104 106,064 -57,375 -35.10 9,911 -32.75 0.0101
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 163,439 6,759 4.31 14,737 14.82 0.0161
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 156,680 42,992 37.82 12,835 39.57 0.0152
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 113,688 33,168 41.19 9,196 59.32 0.0105
2023-05-15 2023-03-31 13F WELLTOWER COM 95040Q104 80,520 -3,219 -3.84 5,772 5.16 0.0067
2023-02-09 2022-12-31 13F WELLTOWER COM 95040Q104 83,739 -28,177 -25.18 5,489 -23.74 0.0065
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 111,916 -2,248 -1.97 7,198 -23.43 0.0093
2022-08-12 2022-06-30 13F WELLTOWER COM 95040Q104 114,164 -401,805 -77.87 9,401 -81.05 0.0116
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 515,969 83,280 19.25 49,605 33.66 0.0507
2022-02-08 2021-12-31 13F WELLTOWER COM 95040Q104 432,689 292,849 209.42 37,112 222.07 0.0361
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 139,840 67,568 93.49 11,523 91.86 0.0124
2021-10-12 2021-06-30 13F/A-1 WELLTOWER COM 95040Q104 72,272 8,078 12.58 6,006 30.62 0.0065
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 72,272 8,078 6,006 0.0062
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 64,194 -30,416 -32.15 4,598 -24.80 0.0056
2021-02-02 2020-12-31 13F WELLTOWER COM 95040Q104 94,610 38,519 68.67 6,114 97.86 0.0081
2020-11-05 2020-09-30 13F WELLTOWER COM 95040Q104 56,091 -3,495 -5.87 3,090 0.19 0.0049
2020-07-22 2020-06-30 13F WELLTOWER COM 95040Q104 59,586 -34,341 -36.56 3,084 -28.28 0.0053
2020-05-06 2020-03-31 13F WELLTOWER COM 95040Q104 93,927 -150,256 -61.53 4,300 -78.47 0.0097
2020-02-03 2019-12-31 13F WELLTOWER COM 95040Q104 244,183 86,171 54.53 19,969 39.41 0.0341
2019-11-04 2019-09-30 13F WELLTOWER COM 95040Q104 158,012 -34,244 -17.81 14,324 -8.62 0.0270
2019-07-30 2019-06-30 13F WELLTOWER COM 95040Q104 192,256 114,215 146.35 15,675 158.83 0.0296
2019-06-19 2019-03-31 13F/A-1 WELLTOWER COM 95040Q104 78,041 -5,078 -6.11 6,056 4.97 0.0120
2019-05-09 2019-03-31 13F WELLTOWER COM 95040Q104 78,041 -5,078 6,056
2019-02-07 2018-12-31 13F WELLTOWER COM 95040Q104 83,119 -23,329 -21.92 5,769 -15.74 0.0137
2018-10-25 2018-09-30 13F WELLTOWER COM 95040Q104 106,448 -24,266 -18.56 6,847 -16.44 0.0127
2018-08-02 2018-06-30 13F WELLTOWER COM 95040Q104 130,714 -15,198 -10.42 8,194 3.17 0.0170
2018-04-23 2018-03-31 13F WELLTOWER COM 95040Q104 145,912 -16,838 -10.35 7,942 -23.48 0.0182
2018-02-08 2017-12-31 13F WELLTOWER COM 95040Q104 162,750 -35,957 -18.10 10,379 -25.68 0.0247
2017-10-24 2017-09-30 13F WELLTOWER COM 95040Q104 198,707 65,072 48.69 13,965 39.61 0.0359
2017-08-02 2017-06-30 13F WELLTOWER COM 95040Q104 133,635 -17,184 -11.39 10,003 -6.35 0.0267
2017-05-02 2017-03-31 13F WELLTOWER COM 95040Q104 150,819 -7,747 -4.89 10,681 0.64 0.0296
2017-02-06 2016-12-31 13F WELLTOWER COM 95040Q104 158,566 -154,515 -49.35 10,613 -54.66 0.0316
2016-11-01 2016-09-30 13F WELLTOWER COM 95040Q104 313,081 67,654 27.57 23,409 25.22 0.0699
2016-08-04 2016-06-30 13F WELLTOWER COM 95040Q104 245,427 32,978 15.52 18,694 26.90 0.0589
2016-05-10 2016-03-31 13F WELLTOWER COM 95040Q104 212,449 -136,962 -39.20 14,731 -38.03 0.0473
2016-05-04 2015-12-31 13F/A-1 WELLTOWER COM 95040Q104 349,411 103,081 41.85 23,770 42.50 0.0617
2016-02-03 2015-12-31 13F WELLTOWER COM 95040Q104 349,411 23,770
2015-11-05 2015-09-30 13F WELLTOWER COM 95040Q104 246,330 246,330 16,681 0.0483
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.