韋爾塔公司
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership9,046,607 shares
Latest Disclosed Value $ 1,788,605,588
Morgan Stanley reports 10.14% decrease in ownership of WELL / Welltower Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 9,046,607 shares of Welltower Inc. (US:WELL) valued at $1,788,604,670 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 10,067,111 shares of Welltower Inc.. This represents a change in shares of -10.14% during the quarter. The current value of the position is $1,817,011,016 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)
2026-05-15 2026-03-31 13F WELLTOWER COM 95040Q104 9,046,607 -1,020,504 -10.14 1,788,606 -4.28 0.1078
2026-05-27 2025-12-31 13F/A-1 WELLTOWER COM 95040Q104 10,067,111 472,270 4.92 1,868,557 9.32 0.1116
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 10,067,111 472,270 1,868,557 0.1116
2026-05-27 2025-09-30 13F/A-1 WELLTOWER COM 95040Q104 9,594,841 782,146 8.88 1,709,226 26.16 0.1035
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 9,594,841 782,146 1,709,226 0.1035
2025-08-15 2025-06-30 13F WELLTOWER COM 95040Q104 8,812,695 -369,983 -4.03 1,354,776 -3.70 0.0883
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 9,182,678 2,108,196 29.80 1,406,879 57.79 0.1006
2025-05-15 2024-12-31 13F/A-1 WELLTOWER COM 95040Q104 7,074,482 -116,049 -1.61 891,597 -3.15 0.0625
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 7,074,482 -116,049 891,597 0.0625
2025-05-14 2024-09-30 13F/A-2 WELLTOWER COM 95040Q104 7,190,531 -175,385 -2.38 920,604 19.89 0.0668
2025-02-14 2024-09-30 13F/A-1 WELLTOWER COM 95040Q104 7,190,531 -175,385 920,604 0.0667
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 7,190,531 -175,385 920,604 0.0079
2025-05-14 2024-06-30 13F/A-2 WELLTOWER COM 95040Q104 7,365,916 -21,632 -0.29 767,897 11.24 0.0594
2024-10-17 2024-06-30 13F/A-1 WELLTOWER COM 95040Q104 7,365,916 -21,632 767,897 0.0594
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 7,365,916 -21,632 767,897 0.0594
2024-10-17 2024-03-31 13F/A-2 WELLTOWER COM 95040Q104 7,387,548 790,924 11.99 690,293 16.05 0.0554
2024-08-16 2024-03-31 13F/A-1 WELLTOWER COM 95040Q104 7,387,548 790,924 690,293 0.0065
2024-05-15 2024-03-31 13F WELLTOWER COM 95040Q104 7,387,548 790,924 690,293 0.0554
2024-08-16 2023-12-31 13F/A-1 WELLTOWER COM 95040Q104 6,596,624 9,853 0.15 594,818 10.24 0.0524
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 6,596,624 9,853 594,818 0.0524
2023-11-15 2023-09-30 13F WELLTOWER COM 95040Q104 6,586,771 208,711 3.27 539,589 4.59 0.0549
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 6,378,060 22,757 0.36 515,921 13.24 0.0508
2023-05-15 2023-03-31 13F WELLTOWER COM 95040Q104 6,355,303 -112,592 -1.74 455,612 7.46 0.0489
2023-02-14 2022-12-31 13F WELLTOWER COM 95040Q104 6,467,895 -86,670 -1.32 423,971 0.56 0.0482
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 6,554,565 138,887 2.16 421,592 -20.20 0.0575
2022-10-27 2022-06-30 13F/A-1 WELLTOWER COM 95040Q104 6,415,678 1,382,917 27.48 528,330 9.19 0.0686
2022-08-15 2022-06-30 13F WELLTOWER COM 95040Q104 6,415,678 1,382,917 528,330 0.0138
2022-10-27 2022-03-31 13F/A-1 WELLTOWER COM 95040Q104 5,032,761 92,500 1.87 483,849 14.19 0.0653
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 5,032,761 92,500 483,849 0.0653
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 4,940,261 566,660 12.96 423,726 17.58 0.0523
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 4,373,601 -639,625 -12.76 360,384 -13.49 0.0485
2021-08-23 2021-06-30 13F/A-1 WELLTOWER COM 95040Q104 5,013,226 172,344 3.56 416,599 20.14 0.0550
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 5,013,226 172,344 416,599 0.0114
2021-05-17 2021-03-31 13F WELLTOWER COM 95040Q104 4,840,882 -1,528,974 -24.00 346,752 -15.76 0.0509
2021-02-16 2020-12-31 13F WELLTOWER COM 95040Q104 6,369,856 1,267,058 24.83 411,620 46.43 0.0636
2020-11-13 2020-09-30 13F WELLTOWER COM 95040Q104 5,102,798 -2,350,586 -31.54 281,112 -27.12 0.0544
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 7,453,384 924,622 14.16 385,712 29.05 0.0854
2020-05-26 2020-03-31 13F/A-1 WELLTOWER COM 95040Q104 6,528,762 -1,468,300 -18.36 298,887 -54.30 0.0812
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 6,528,762 -1,468,300 298,887 22,960.7523
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 7,997,062 2,259,544 39.38 654,000 25.74 0.1521
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 5,737,518 1,503,667 35.52 520,107 50.67 0.1377
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 4,233,851 760,817 21.91 345,186 28.08 0.0919
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 3,473,034 142,674 4.28 269,509 16.59 0.0763
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 3,330,360 -578,945 -14.81 231,160 -8.07 0.0692
2019-04-23 2018-09-30 13F/A-2 WELLTOWER COM 95040Q104 3,909,305 -435,417 -10.02 251,445 -7.68 0.0629
2018-11-20 2018-09-30 13F/A-1 WELLTOWER COM 95040Q104 3,909,305 0 251,445 0.0629
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 3,909,305 -435,417 251,445
2019-04-23 2018-06-30 13F/A-1 WELLTOWER COM 95040Q104 4,344,722 -1,207,546 -21.75 272,370 -9.87 0.0736
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 4,344,722 -1,207,546 272,370
2019-04-23 2018-03-31 13F/A-1 WELLTOWER COM 95040Q104 5,552,268 662,481 13.55 302,209 -3.08 0.0839
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 5,552,268 662,481 302,209
2019-04-23 2017-12-31 13F/A-1 WELLTOWER COM 95040Q104 4,889,787 -98,771 -1.98 311,823 -11.06 0.0853
2018-02-14 2017-12-31 13F WELLTOWER COM 95040Q104 4,889,787 -98,771 311,823
2017-11-14 2017-09-30 13F WELLTOWER COM 95040Q104 4,988,558 -74,512 -1.47 350,595 -7.49 0.1050
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 5,063,070 -1,819,405 -26.44 378,970 -22.25 0.1145
2017-05-22 2017-03-31 13F/A-1 WELLTOWER COM 95040Q104 6,882,475 217,202 3.26 487,417 9.26 0.1498
2017-05-12 2017-03-31 13F WELLTOWER COM 95040Q104 6,882,475 487,417
2017-02-22 2016-12-31 13F/A-1 WELLTOWER COM 95040Q104 6,665,273 1,189,587 21.72 446,108 8.96 0.1460
2017-02-13 2016-12-31 13F WELLTOWER COM 95040Q104 6,665,273 446,108
2016-11-10 2016-09-30 13F WELLTOWER COM 95040Q104 5,475,686 642,181 13.29 409,417 11.20 0.1398
2016-08-12 2016-06-30 13F WELLTOWER COM 95040Q104 4,833,505 229,746 4.99 368,168 15.33 0.1330
2016-05-12 2016-03-31 13F WELLTOWER COM 95040Q104 4,603,759 101,639 2.26 319,224 4.23 0.1228
2016-02-09 2015-12-31 13F WELLTOWER COM 95040Q104 4,502,120 318,923 7.62 306,279 8.12 0.1109
2016-02-08 2015-09-30 13F/A-1 WELLTOWER COM 95040Q104 4,183,197 4,183,197 283,286 0.1047
2015-11-09 2015-09-30 13F WELLTOWER COM 95040Q104 4,183,197 283,286 0.1047
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.