Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership451,343 shares
Latest Disclosed Value $ 89,234,944
LPL Financial LLC reports 23.01% increase in ownership of WELL / Welltower Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 451,343 shares of Welltower Inc. (MX:WELL) valued at $89,234,944 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 366,905 shares of Welltower Inc.. This represents a change in shares of 23.01% 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)
2026-05-06 2026-03-31 13F WELLTOWER COM 95040Q104 451,343 84,438 23.01 89,235 31.03 0.0237
2026-02-11 2025-12-31 13F WELLTOWER COM 95040Q104 366,905 45,728 14.24 68,101 19.03 0.0186
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 321,177 33,290 11.56 57,215 29.28 0.0167
2025-08-12 2025-06-30 13F WELLTOWER COM 95040Q104 287,887 29,835 11.56 44,257 11.94 0.0148
2025-05-07 2025-03-31 13F WELLTOWER COM 95040Q104 258,052 9,678 3.90 39,536 26.31 0.0154
2025-02-11 2024-12-31 13F WELLTOWER COM 95040Q104 248,374 32,184 14.89 31,303 13.09 0.0127
2024-11-08 2024-09-30 13F WELLTOWER COM 95040Q104 216,190 10,516 5.11 27,679 29.09 0.0123
2024-08-07 2024-06-30 13F WELLTOWER COM 95040Q104 205,674 28,407 16.02 21,441 29.45 0.0107
2024-05-10 2024-03-31 13F WELLTOWER COM 95040Q104 177,267 10,413 6.24 16,564 10.09 0.0089
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 166,854 14,612 9.60 15,045 20.64 0.0091
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 152,242 -3,280 -2.11 12,472 -0.87 0.0087
2023-07-31 2023-06-30 13F WELLTOWER COM 95040Q104 155,522 4,773 3.17 12,580 16.41 0.0090
2023-05-10 2023-03-31 13F WELLTOWER COM 95040Q104 150,749 -12,573 -7.70 10,807 0.95 0.0084
2023-02-07 2022-12-31 13F WELLTOWER COM 95040Q104 163,322 -2,490 -1.50 10,706 0.38 0.0092
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 165,812 2,622 1.61 10,665 -20.64 0.0103
2022-08-12 2022-06-30 13F WELLTOWER COM 95040Q104 163,190 18,774 13.00 13,439 -3.21 0.0128
2022-05-16 2022-03-31 13F WELLTOWER COM 95040Q104 144,416 12,598 9.56 13,884 22.80 0.0119
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 131,818 8,564 6.95 11,306 11.32 0.0095
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 123,254 3,287 2.74 10,156 1.88 0.0095
2021-08-13 2021-06-30 13F WELLTOWER COM 95040Q104 119,967 3,003 2.57 9,969 18.99 0.0101
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 116,964 15,138 14.87 8,378 27.33 0.0096
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 101,826 8,547 9.16 6,580 28.04 0.0085
2020-11-09 2020-09-30 13F WELLTOWER COM 95040Q104 93,279 -3,077 -3.19 5,139 3.07 0.0080
2020-08-13 2020-06-30 13F WELLTOWER COM 95040Q104 96,356 -196,864 -67.14 4,986 -62.86 0.0087
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 293,220 24,711 9.20 13,424 -38.87 0.0289
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 268,509 11,538 4.49 21,959 -5.73 0.0400
2019-11-13 2019-09-30 13F WELLTOWER COM 95040Q104 256,971 -506 -0.20 23,294 10.97 0.0474
2019-08-09 2019-06-30 13F WELLTOWER COM 95040Q104 257,477 19,211 8.06 20,992 13.54 0.0448
2019-05-08 2019-03-31 13F WELLTOWER COM 95040Q104 238,266 11,469 5.06 18,489 17.45 0.0420
2019-02-07 2018-12-31 13F WELLTOWER COM 95040Q104 226,797 9,058 4.16 15,742 12.40 0.0419
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 217,739 -8,774 -3.87 14,005 -1.37 0.0336
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 226,513 5,065 2.29 14,200 17.81 0.0373
2018-05-15 2018-03-31 13F WELLTOWER COM 95040Q104 221,448 117,234 112.49 12,053 81.36 0.0332
2018-02-14 2017-12-31 13F WELLTOWER COM 95040Q104 104,214 14,330 15.94 6,646 5.21 0.0202
2017-11-14 2017-09-30 13F WELLTOWER COM 95040Q104 89,884 -584 -0.65 6,317 -6.72 0.0223
2017-08-14 2017-06-30 13F WELLTOWER COM 95040Q104 90,468 -1,853 -2.01 6,772 3.14 0.0257
2017-05-15 2017-03-31 13F WELLTOWER COM 95040Q104 92,321 8,250 9.81 6,566 17.95 0.0447
2017-02-13 2016-12-31 13F WELLTOWER COM 95040Q104 84,071 9,258 12.37 5,567 3.04 0.0423
2016-11-16 2016-09-30 13F WELLTOWER COM 95040Q104 74,813 9,598 14.72 5,403 8.49 0.0513
2016-08-15 2016-06-30 13F WELLTOWER COM 95040Q104 65,215 -82,773 -55.93 4,980 -51.51 0.0421
2016-05-16 2016-03-31 13F WELLTOWER COM 95040Q104 147,988 5,019 3.51 10,271 2.66 0.0286
2016-02-12 2015-12-31 13F WELLTOWER COM 95040Q104 142,969 67,631 89.77 10,005 92.37 0.0277
2015-11-13 2015-09-30 13F WELLTOWER COM 95040Q104 75,338 75,338 5,201 0.0286
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.