韋爾塔公司
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership9,764 shares
Latest Disclosed Value $ 1,930,641
Baird Financial Group, Inc. reports 0.48% decrease in ownership of WELL / Welltower Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 9,764 shares of Welltower Inc. (MX:WELL) valued at $1,930,641 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,811 shares of Welltower Inc.. This represents a change in shares of -0.48% 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)
2026-05-14 2026-03-31 13F WELLTOWER COM 95040Q104 9,764 -47 -0.48 1,931 5.99 0.0016
2026-02-13 2025-12-31 13F WELLTOWER INC COM COMMON 95040Q104 9,811 -720 -6.84 1,821 -2.88 0.0028
2025-11-13 2025-09-30 13F WELLTOWER COMMON 95040Q104 10,531 -340 -3.13 1,876 12.21 0.0030
2025-08-13 2025-06-30 13F WELLTOWER INC COM COMMON 95040Q104 10,871 735 7.25 1,671 7.67 0.0029
2025-05-15 2025-03-31 13F WELLTOWER INC COM COMMON 95040Q104 10,136 -1,778 -14.92 1,553 3.40 0.0030
2025-02-14 2024-12-31 13F WELLTOWER COMMON 95040Q104 11,914 784 7.04 1,502 5.41 0.0029
2024-11-14 2024-09-30 13F WELLTOWER COMMON 95040Q104 11,130 1,856 20.01 1,425 47.41 0.0028
2024-08-14 2024-06-30 13F WELLTOWER COMMON 95040Q104 9,274 -1,255 -11.92 967 -1.73 0.0020
2024-05-14 2024-03-31 13F WELLTOWER COMMON 95040Q104 10,529 66 0.63 984 4.24 0.0021
2024-02-14 2023-12-31 13F WELLTOWER COMMON 95040Q104 10,463 -13,733 -56.76 943 -52.42 0.0022
2023-11-13 2023-09-30 13F WELLTOWER COMMON 95040Q104 24,196 464 1.96 1,982 3.28 0.0054
2023-08-11 2023-06-30 13F WELLTOWER COMMON 95040Q104 23,732 76 0.32 1,920 13.22 0.0051
2023-05-15 2023-03-31 13F WELLTOWER COMMON 95040Q104 23,656 286 1.22 1,696 169,400.00 0.0042
2023-02-13 2022-12-31 13F WELLTOWER COMMON 95040Q104 23,370 466 2.03 2 -99.93 0.0040
2022-11-15 2022-09-30 13F WELLTOWER COMMON 95040Q104 22,904 -7,022 -23.46 1,473 -40.24 0.0043
2022-08-08 2022-06-30 13F WELLTOWER COMMON 95040Q104 29,926 -1,168 -3.76 2,465 -17.53 0.0068
2022-05-13 2022-03-31 13F WELLTOWER COMMON 95040Q104 31,094 982 3.26 2,989 15.76 0.0074
2022-02-09 2021-12-31 13F WELLTOWER INC COM COMMON 95040Q104 30,112 -2,276 -7.03 2,582 -3.26 0.0060
2021-11-12 2021-09-30 13F WELLTOWER INC COM COMMON 95040Q104 32,388 5,720 21.45 2,669 20.44 0.0068
2021-08-11 2021-06-30 13F WELLTOWER INC COM COMMON 95040Q104 26,668 -38,952 -59.36 2,216 -52.85 0.0058
2021-05-13 2021-03-31 13F WELLTOWER INC COM COMMON 95040Q104 65,620 -13,105 -16.65 4,700 -7.61 0.0132
2021-02-11 2020-12-31 13F WELLTOWER INC COM COMMON 95040Q104 78,725 -28,314 -26.45 5,087 -13.74 0.0152
2020-11-12 2020-09-30 13F WELLTOWER INC COM COMMON 95040Q104 107,039 -7,615 -6.64 5,897 -0.61 0.0202
2020-10-22 2020-06-30 13F/A-1 WELLTOWER INC COM COMMON 95040Q104 114,654 -257,034 -69.15 5,933 -65.13 0.0223
2020-08-14 2020-06-30 13F WELLTOWER INC COM COMMON 95040Q104 235,481 -136,207 18,829 37,314.8001
2020-05-14 2020-03-31 13F WELLTOWER INC COM COMMON 95040Q104 371,688 72,127 24.08 17,016 -30.54 0.0777
2020-02-14 2019-12-31 13F WELLTOWER INC COM COMMON 95040Q104 299,561 -7,758 -2.52 24,498 -12.06 0.0879
2019-11-14 2019-09-30 13F WELLTOWER Common 95040Q104 307,319 -2,341 -0.76 27,858 10.34 0.1097
2019-08-14 2019-06-30 13F WELLTOWER COMMON 95040Q104 309,660 9,829 3.28 25,247 8.51 0.0982
2019-05-14 2019-03-31 13F WELLTOWER COMMON 95040Q104 299,831 -28,501 -8.68 23,267 2.09 0.1360
2019-02-14 2018-12-31 13F WELLTOWER COMMON 95040Q104 328,332 -466 -0.14 22,790 9.48 0.1547
2018-11-13 2018-09-30 13F WELLTOWER COMMON 95040Q104 328,798 13,469 4.27 20,816 5.12 0.1304
2018-08-13 2018-06-30 13F WELLTOWER COMMON 95040Q104 315,329 57,102 22.11 19,803 40.90 0.1344
2018-05-14 2018-03-31 13F WELLTOWER COMMON 95040Q104 258,227 50,012 24.02 14,055 5.85 0.0990
2018-02-09 2017-12-31 13F WELLTOWER COMMON 95040Q104 208,215 5,898 2.92 13,278 -6.62 0.0940
2017-11-14 2017-09-30 13F WELLTOWER COMMON 95040Q104 202,317 -1,580 -0.77 14,219 -6.83 0.1072
2017-08-14 2017-06-30 13F WELLTOWER COMMON 95040Q104 203,897 9,945 5.13 15,262 11.11 0.1196
2017-06-19 2017-03-31 13F/A-1 WELLTOWER COMMON 95040Q104 193,952 10,276 5.59 13,736 11.74 0.1111
2017-05-09 2017-03-31 13F WELLTOWER COMMON 95040Q104 193,952 13,736
2017-02-10 2016-12-31 13F WELLTOWER COMMON 95040Q104 183,676 13,517 7.94 12,293 -3.38 0.1067
2016-11-10 2016-09-30 13F WELLTOWER COMMON 95040Q104 170,159 3,011 1.80 12,723 -0.07 0.1140
2016-08-11 2016-06-30 13F WELLTOWER COMMON 95040Q104 167,148 -20,559 -10.95 12,732 -2.18 0.1168
2016-05-12 2016-03-31 13F WELLTOWER COMMON 95040Q104 187,707 34,901 22.84 13,016 25.21 0.1245
2016-02-11 2015-12-31 13F WELLTOWER COMMON 95040Q104 152,806 -71,388 -31.84 10,395 -31.53 0.1040
2015-11-12 2015-09-30 13F WELLTOWER COMMON 95040Q104 224,194 224,194 15,182 0.1614
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.