韋爾塔公司
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionTd Asset Management Inc
Latest Disclosed Ownership952,538 shares
Latest Disclosed Value $ 188,326,288
Td Asset Management Inc reports 2.19% increase in ownership of WELL / Welltower Inc.

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 952,538 shares of Welltower Inc. (MX:WELL) valued at $188,326,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 932,124 shares of Welltower Inc.. This represents a change in shares of 2.19% 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 952,538 20,414 2.19 188,326 8.85 0.1528
2026-02-10 2025-12-31 13F WELLTOWER COM 95040Q104 932,124 692,609 289.17 173,012 305.49 0.1392
2025-11-10 2025-09-30 13F WELLTOWER COM 95040Q104 239,515 11,149 4.88 42,667 21.54 0.0347
2025-07-28 2025-06-30 13F WELLTOWER COM 95040Q104 228,366 6,454 2.91 35,107 3.26 0.0300
2025-05-07 2025-03-31 13F WELLTOWER COM 95040Q104 221,912 7,618 3.55 33,999 25.89 0.0313
2025-02-11 2024-12-31 13F WELLTOWER COM 95040Q104 214,294 -1,301 -0.60 27,007 -1.52 0.0239
2024-11-01 2024-09-30 13F WELLTOWER COM 95040Q104 215,595 11,398 5.58 27,424 28.83 0.0242
2024-08-02 2024-06-30 13F WELLTOWER COM 95040Q104 204,197 17,337 9.28 21,288 21.92 0.0199
2024-05-08 2024-03-31 13F WELLTOWER COM 95040Q104 186,860 8,060 4.51 17,460 8.30 0.0162
2024-02-12 2023-12-31 13F WELLTOWER COM 95040Q104 178,800 -25,364 -12.42 16,122 -3.61 0.0159
2023-10-27 2023-09-30 13F WELLTOWER COM 95040Q104 204,164 -3,223 -1.55 16,725 -0.30 0.0203
2023-08-09 2023-06-30 13F WELLTOWER COM 95040Q104 207,387 -15,022 -6.75 16,776 5.21 0.0191
2023-05-10 2023-03-31 13F WELLTOWER COM 95040Q104 222,409 4,153 1.90 15,945 11.45 0.0192
2023-02-07 2022-12-31 13F WELLTOWER COM 95040Q104 218,256 26,960 14.09 14,307 18.09 0.0177
2022-11-07 2022-09-30 13F WELLTOWER COM 95040Q104 191,296 2,187 1.16 12,114 -22.21 0.0152
2022-08-04 2022-06-30 13F WELLTOWER COM 95040Q104 189,109 181,545 2,400.12 15,573 2,039.15 0.0180
2022-05-10 2022-03-31 13F WELLTOWER COM 95040Q104 7,564 -182,596 -96.02 728 -95.54 0.0004
2022-05-10 2022-03-31 13F WELLTOWER COM 95040Q104 191,224 18,385
2022-02-10 2021-12-31 13F WELLTOWER COM 95040Q104 190,160 -5,951 -3.03 16,310 0.93 0.0137
2021-11-09 2021-09-30 13F WELLTOWER COM 95040Q104 196,111 -2,298 -1.16 16,160 -6.23 0.0168
2021-08-11 2021-06-30 13F WELLTOWER COM 95040Q104 198,409 -30,884 -13.47 17,234 4.93 0.0175
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 229,293 -51,586 -18.37 16,424 -9.51 0.0184
2021-02-16 2020-12-31 13F WELLTOWER COM 95040Q104 280,879 -19,609 -6.53 18,150 9.64 0.0220
2020-11-10 2020-09-30 13F WELLTOWER COM 95040Q104 300,488 15,645 5.49 16,554 12.30 0.0230
2020-08-13 2020-06-30 13F WELLTOWER COM 95040Q104 284,843 -2,797 -0.97 14,741 11.95 0.0210
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 287,640 -17,077 -5.60 13,168 -47.16 0.0223
2020-02-11 2019-12-31 13F WELLTOWER COM 95040Q104 304,717 -56,945 -15.75 24,920 -23.99 0.0362
2019-11-07 2019-09-30 13F WELLTOWER COM 95040Q104 361,662 -45,182 -11.11 32,785 -1.16 0.0501
2019-08-01 2019-06-30 13F WELLTOWER COM 95040Q104 406,844 -7,790 -1.88 33,170 3.09 0.0497
2019-05-08 2019-03-31 13F WELLTOWER COM 95040Q104 414,634 -4,529 -1.08 32,176 10.59 0.0491
2019-02-01 2018-12-31 13F WELLTOWER COM 95040Q104 419,163 -13,528 -3.13 29,094 4.54 0.0506
2018-11-01 2018-09-30 13F WELLTOWER COM 95040Q104 432,691 -37,719 -8.02 27,830 -5.63 0.0412
2018-07-31 2018-06-30 13F WELLTOWER COM 95040Q104 470,410 -10,732 -2.23 29,490 12.60 0.0449
2018-05-11 2018-03-31 13F WELLTOWER COM 95040Q104 481,142 -63,649 -11.68 26,189 -24.62 0.0401
2018-02-02 2017-12-31 13F WELLTOWER COM 95040Q104 544,791 -2,599 -0.47 34,741 -9.69 0.0506
2017-11-09 2017-09-30 13F WELLTOWER COM 95040Q104 547,390 710 0.13 38,470 -5.98 0.0577
2017-08-01 2017-06-30 13F WELLTOWER COM 95040Q104 546,680 -13,358 -2.39 40,919 3.17 0.0645
2017-05-05 2017-03-31 13F WELLTOWER COM 95040Q104 560,038 890 0.16 39,662 5.98 0.0633
2017-02-08 2016-12-31 13F WELLTOWER COM 95040Q104 559,148 -21,815 -3.75 37,424 -13.85 0.0631
2016-11-02 2016-09-30 13F WELLTOWER COM 95040Q104 580,963 60,342 11.59 43,438 9.54 0.0752
2016-08-04 2016-06-30 13F WELLTOWER COM 95040Q104 520,621 13,577 2.68 39,655 12.79 0.0719
2016-05-05 2016-03-31 13F WELLTOWER COM 95040Q104 507,044 21,704 4.47 35,158 6.48 0.0657
2016-02-04 2015-12-31 13F WELLTOWER COM 95040Q104 485,340 485,340 33,017 0.0655
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.