韋爾塔公司
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership256,459 shares
Latest Disclosed Value $ 50,704,509
Mackenzie Financial Corp reports 31.36% increase in ownership of WELL / Welltower Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 256,459 shares of Welltower Inc. (US:WELL) valued at $50,704,509 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 195,238 shares of Welltower Inc.. This represents a change in shares of 31.36% during the quarter. The current value of the position is $51,509,790 USD.

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 256,459 61,221 31.36 50,705 38.41 0.0608
2026-02-18 2025-12-31 13F WELLTOWER COM 95040Q104 195,238 92,734 90.47 36,633 100.61 0.0434
2025-11-13 2025-09-30 13F WELLTOWER COM 95040Q104 102,504 15,615 17.97 18,260 36.71 0.0221
2025-08-13 2025-06-30 13F WELLTOWER COM 95040Q104 86,889 -54,393 -38.50 13,357 -38.29 0.0173
2025-05-07 2025-03-31 13F WELLTOWER COM 95040Q104 141,282 -92,510 -39.57 21,646 -26.54 0.0308
2025-05-02 2024-12-31 13F/A-2 WELLTOWER COM 95040Q104 233,792 -47,677 -16.94 29,465 -18.24 0.0402
2025-02-20 2024-12-31 13F/A-1 WELLTOWER COM 95040Q104 233,792 -47,677 29,465 0.0383
2025-02-14 2024-12-31 13F Welltower REIT 95040Q104 233,792 -47,677 27,373 0.0393
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 281,469 137,771 95.88 36,036 140.56 0.0501
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 143,698 86,602 151.68 14,981 180.79 0.0223
2024-05-10 2024-03-31 13F WELLTOWER COM 95040Q104 57,096 -32,944 -36.59 5,335 -34.28 0.0077
2024-01-30 2023-12-31 13F WELLTOWER COM 95040Q104 90,040 30,231 50.55 8,119 71.16 0.0122
2023-10-25 2023-09-30 13F WELLTOWER COM 95040Q104 59,809 6,201 11.57 4,743 8.61 0.0080
2023-08-03 2023-06-30 13F WELLTOWER COM 95040Q104 53,608 -1,239 -2.26 4,367 11.09 0.0066
2023-04-24 2023-03-31 13F WELLTOWER COM 95040Q104 54,847 3,212 6.22 3,932 16.16 0.0061
2023-02-14 2022-12-31 13F WELLTOWER COM 95040Q104 51,635 4,885 10.45 3,385 12.54 0.0057
2022-10-07 2022-09-30 13F Welltower REIT 95040Q104 46,750 1,883 4.20 3,007 -18.62 0.0052
2022-08-10 2022-06-30 13F WELLTOWER COM 95040Q104 44,867 4,251 10.47 3,695 -5.38 0.0059
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 40,616 2,440 6.39 3,905 19.27 0.0052
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 38,176 -8,049 -17.41 3,274 -14.05 0.0044
2021-11-08 2021-09-30 13F WELLTOWER COM 95040Q104 46,225 15,817 52.02 3,809 50.73 0.0054
2021-08-11 2021-06-30 13F WELLTOWER COM 95040Q104 30,408 4,350 16.69 2,527 35.35 0.0035
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 26,058 -5,879 -18.41 1,867 -9.54 0.0028
2021-02-10 2020-12-31 13F WELLTOWER COM 95040Q104 31,937 2,919 10.06 2,064 29.08 0.0045
2020-11-13 2020-09-30 13F WELLTOWER COM 95040Q104 29,018 1,338 4.83 1,599 11.66 0.0040
2020-08-13 2020-06-30 13F WELLTOWER COM 95040Q104 27,680 -3,330 -10.74 1,432 0.85 0.0038
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 31,010 -26,459 -46.04 1,420 -69.79 0.0046
2020-02-13 2019-12-31 13F WELLTOWER COM 95040Q104 57,469 4,119 7.72 4,700 -2.81 0.0116
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 53,350 -135 -0.25 4,836 10.89 0.0127
2019-08-23 2019-06-30 13F/A-1 WELLTOWER COM 95040Q104 53,485 2,260 4.41 4,361 9.71 0.0113
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 53,485 2,260 4,361
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 51,225 16,068 45.70 3,975 62.91 0.0096
2019-02-06 2018-12-31 13F WELLTOWER COM 95040Q104 35,157 1,384 4.10 2,440 12.34 0.0064
2018-11-15 2018-09-30 13F WELLTOWER COM 95040Q104 33,773 24,129 250.20 2,172 259.01 0.0053
2018-08-13 2018-06-30 13F WELLTOWER COM 95040Q104 9,644 292 3.12 605 18.86 0.0015
2018-05-14 2018-03-31 13F/A-1 WELLTOWER COM 95040Q104 9,352 1,956 26.45 509 7.84 0.0013
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 9,352 509
2018-02-13 2017-12-31 13F WELLTOWER COM 95040Q104 7,396 786 11.89 472 1.51 0.0011
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 6,610 1,812 37.77 465 29.53 0.0025
2017-08-14 2017-06-30 13F WELLTOWER COM 95040Q104 4,798 329 7.36 359 13.61 0.0020
2017-05-25 2017-03-31 13F/A-1 WELLTOWER COM 95040Q104 4,469 38 0.86 316 6.40 0.0018
2017-05-12 2017-03-31 13F WELLTOWER COM 95040Q104 4,469 316
2017-02-14 2016-12-31 13F WELLTOWER COM 95040Q104 4,431 535 13.73 297 2.06 0.0018
2016-11-15 2016-09-30 13F WELLTOWER COM 95040Q104 3,896 585 17.67 291 15.48 0.0018
2016-08-12 2016-06-30 13F WELLTOWER COM 95040Q104 3,311 108 3.37 252 13.51 0.0014
2016-05-12 2016-03-31 13F WELLTOWER COM 95040Q104 3,203 3,203 222 0.0020
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.