韋爾塔公司
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionUs Bancorp \de\
Latest Disclosed Ownership62,847 shares
Latest Disclosed Value $ 12,425,633
Us Bancorp \de\ reports 0.82% increase in ownership of WELL / Welltower Inc.

On May 14, 2026 - Us Bancorp \de\ filed a 13F-HR form disclosing ownership of 62,847 shares of Welltower Inc. (MX:WELL) valued at $12,425,633 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 62,337 shares of Welltower Inc.. This represents a change in shares of 0.82% 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.

Upgrade to unlock premium data and export to Excel .

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 62,847 510 0.82 12,426 7.39 0.0047
2026-01-30 2025-12-31 13F WELLTOWER COM 95040Q104 62,337 11,937 23.68 11,570 28.87 0.0136
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 50,400 2,052 4.24 8,978 20.80 0.0106
2025-07-24 2025-06-30 13F WELLTOWER COM 95040Q104 48,348 3,421 7.61 7,432 7.98 0.0094
2025-05-08 2025-03-31 13F WELLTOWER COM 95040Q104 44,927 824 1.87 6,883 23.84 0.0092
2025-02-05 2024-12-31 13F WELLTOWER COM 95040Q104 44,103 -734 -1.64 5,558 -3.17 0.0073
2024-10-28 2024-09-30 13F WELLTOWER COM 95040Q104 44,837 -1,235 -2.68 5,741 19.51 0.0074
2024-08-07 2024-06-30 13F WELLTOWER COM 95040Q104 46,072 1,317 2.94 4,803 14.88 0.0065
2024-05-08 2024-03-31 13F WELLTOWER COM 95040Q104 44,755 -3,078 -6.43 4,182 -3.06 0.0058
2024-02-09 2023-12-31 13F WELLTOWER COM 95040Q104 47,833 8,431 21.40 4,313 33.65 0.0064
2023-11-03 2023-09-30 13F WELLTOWER COM 95040Q104 39,402 185 0.47 3,228 1.73 0.0053
2023-08-10 2023-06-30 13F WELLTOWER COM 95040Q104 39,217 -182 -0.46 3,172 12.32 0.0051
2023-05-09 2023-03-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 39,399 -215 -0.54 2,825 8.78 0.0048
2023-02-13 2022-12-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 39,614 -4,766 -10.74 2,597 -9.01 0.0046
2022-10-27 2022-09-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 44,380 -150 -0.34 2,853 -22.20 0.0059
2022-08-01 2022-06-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 44,530 411 0.93 3,667 -13.51 0.0071
2022-05-11 2022-03-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 44,119 331 0.76 4,240 12.89 0.0071
2022-02-11 2021-12-31 13F WELLTOWER COMMON STOCK 95040Q104 43,788 399 0.92 3,756 5.09 0.0059
2021-11-10 2021-09-30 13F WELLTOWER COMMON STOCK 95040Q104 43,389 2,028 4.90 3,574 3.96 0.0067
2021-08-05 2021-06-30 13F WELLTOWER COMMON STOCK 95040Q104 41,361 892 2.20 3,438 18.59 0.0064
2021-04-28 2021-03-31 13F WELLTOWER COMMON STOCK 95040Q104 40,469 1,342 3.43 2,899 14.72 0.0059
2021-02-04 2020-12-31 13F WELLTOWER COMMON STOCK 95040Q104 39,127 -3,981 -9.23 2,527 6.40 0.0054
2020-11-10 2020-09-30 13F WELLTOWER COMMON STOCK 95040Q104 43,108 -2,336 -5.14 2,375 0.98 0.0058
2020-08-07 2020-06-30 13F WELLTOWER COMMON STOCK 95040Q104 45,444 -16,808 -27.00 2,352 -17.44 0.0062
2020-05-13 2020-03-31 13F WELLTOWER COMMON STOCK 95040Q104 62,252 -5,283 -7.82 2,849 -48.42 0.0089
2020-02-04 2019-12-31 13F WELLTOWER COMMON STOCK 95040Q104 67,535 -3,412 -4.81 5,523 -14.11 0.0141
2019-11-08 2019-09-30 13F WELLTOWER COMMON STOCK 95040Q104 70,947 -3,552 -4.77 6,430 5.86 0.0175
2019-08-13 2019-06-30 13F WELLTOWER COMMON STOCK 95040Q104 74,499 1,285 1.76 6,074 6.90 0.0169
2019-05-08 2019-03-31 13F WELLTOWER COMMON STOCK 95040Q104 73,214 -12,390 -14.47 5,682 -4.36 0.0164
2019-02-13 2018-12-31 13F WELLTOWER COMMON STOCK 95040Q104 85,604 -131 -0.15 5,941 7.74 0.0192
2018-10-31 2018-09-30 13F WELLTOWER COMMON STOCK 95040Q104 85,735 -2,257 -2.57 5,514 -0.05 0.0160
2018-08-08 2018-06-30 13F WELLTOWER COMMON STOCK 95040Q104 87,992 1,326 1.53 5,517 16.96 0.0169
2018-05-08 2018-03-31 13F WELLTOWER COMMON STOCK 95040Q104 86,666 8,517 10.90 4,717 -5.34 0.0145
2018-02-02 2017-12-31 13F WELLTOWER COMMON STOCK 95040Q104 78,149 -35 -0.04 4,983 -9.32 0.0152
2017-11-13 2017-09-30 13F WELLTOWER COMMON STOCK 95040Q104 78,184 1,547 2.02 5,495 -4.22 0.0176
2017-07-19 2017-06-30 13F WELLTOWER COMMON STOCK 95040Q104 76,637 -520 -0.67 5,737 5.00 0.0191
2017-05-03 2017-03-31 13F WELLTOWER COMMON STOCK 95040Q104 77,157 1,376 1.82 5,464 7.73 0.0187
2017-02-08 2016-12-31 13F WELLTOWER COMMON STOCK 95040Q104 75,781 4,234 5.92 5,072 -5.20 0.0182
2016-11-04 2016-09-30 13F WELLTOWER COMMON STOCK 95040Q104 71,547 5,802 8.83 5,350 6.83 0.0198
2016-08-10 2016-06-30 13F WELLTOWER COMMON STOCK 95040Q104 65,745 -3,622 -5.22 5,008 4.12 0.0190
2016-05-13 2016-03-31 13F WELLTOWER OTHER 95040Q104 69,367 -5,013 -6.74 4,810 -4.92 0.0189
2016-02-10 2015-12-31 13F WELLTOWER COMMON STOCK 95040Q104 74,380 -2,445 -3.18 5,059 -2.77 0.0204
2015-11-16 2015-09-30 13F WELLTOWER COMMON STOCK 95040Q104 76,825 76,825 5,203 0.0218
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.