韋爾塔公司
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionTcw Group Inc
Latest Disclosed Ownership571,230 shares
Latest Disclosed Value $ 112,937,887
Tcw Group Inc reports 31.51% increase in ownership of WELL / Welltower Inc.

On May 14, 2026 - Tcw Group Inc filed a 13F-HR form disclosing ownership of 571,230 shares of Welltower Inc. (US:WELL) valued at $112,937,883 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 434,372 shares of Welltower Inc.. This represents a change in shares of 31.51% during the quarter. The current value of the position is $114,731,546 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)
2026-05-14 2026-03-31 13F WELLTOWER COM 95040Q104 571,230 136,858 31.51 112,938 40.08 0.4522
2026-02-17 2025-12-31 13F WELLTOWER COM 95040Q104 434,372 395,354 1,013.26 80,624 1,060.04 0.5775
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 39,018 -48,329 -55.33 6,951 -48.24 0.0582
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 87,347 -7,653 -8.06 13,428 -7.74 0.1052
2025-05-07 2025-03-31 13F WELLTOWER COM 95040Q104 95,000 -9,447 -9.04 14,555 10.57 0.1302
2025-02-04 2024-12-31 13F WELLTOWER COM 95040Q104 104,447 -21,224 -16.89 13,163 -18.19 0.1105
2024-11-19 2024-09-30 13F/A-1 WELLTOWER COM 95040Q104 125,671 -9,464 -7.00 16,090 14.21 0.1407
2024-11-08 2024-09-30 13F WELLTOWER COM 95040Q104 125,671 -9,464 16,090 0.0723
2024-07-19 2024-06-30 13F WELLTOWER COM 95040Q104 135,135 40,719 43.13 14,088 59.68 0.1259
2024-05-10 2024-03-31 13F WELLTOWER COM 95040Q104 94,416 4,852 5.42 8,822 9.13 0.0893
2024-02-09 2023-12-31 13F WELLTOWER COM 95040Q104 89,564 18,807 26.58 8,085 39.48 0.0901
2023-11-15 2023-09-30 13F WELLTOWER COM 95040Q104 70,757 226 0.32 5,796 1.60 0.0728
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 70,531 -4,554 -6.07 5,705 6.00 0.0633
2023-05-15 2023-03-31 13F WELLTOWER COM 95040Q104 75,085 -139 -0.18 5,383 9.17 0.0689
2023-02-14 2022-12-31 13F WELLTOWER COM 95040Q104 75,224 -7,148 -8.68 4,931 -6.95 0.0706
2022-10-27 2022-09-30 13F WELLTOWER COM 95040Q104 82,372 2,926 3.68 5,298 -19.03 0.0775
2022-07-19 2022-06-30 13F WELLTOWER COM 95040Q104 79,446 -2,227 -2.73 6,543 -16.67 0.0857
2022-04-19 2022-03-31 13F WELLTOWER COM 95040Q104 81,673 -13,122 -13.84 7,852 -3.43 0.0749
2022-01-26 2021-12-31 13F WELLTOWER COM 95040Q104 94,795 4,585 5.08 8,131 9.39 0.0669
2021-10-26 2021-09-30 13F WELLTOWER COM 95040Q104 90,210 -29,050 -24.36 7,433 -24.99 0.0191
2021-07-23 2021-06-30 13F WELLTOWER COM 95040Q104 119,260 20,265 20.47 9,910 39.75 0.0859
2021-05-05 2021-03-31 13F WELLTOWER COM 95040Q104 98,995 -257 -0.26 7,091 10.57 0.0679
2021-02-02 2020-12-31 13F WELLTOWER COM 95040Q104 99,252 20,618 26.22 6,413 48.04 0.0558
2020-10-30 2020-09-30 13F WELLTOWER COM 95040Q104 78,634 -7 -0.01 4,332 6.44 0.0472
2020-08-05 2020-06-30 13F WELLTOWER COM 95040Q104 78,641 12,236 18.43 4,070 33.88 0.0475
2020-05-05 2020-03-31 13F WELLTOWER COM 95040Q104 66,405 66,405 3,040 0.0420
2019-11-13 2019-09-30 13F WELLTOWER COM 95040Q104 0 -104,515 -100.00 0 -100.00
2019-08-07 2019-06-30 13F WELLTOWER COM 95040Q104 104,515 -52,905 -33.61 8,521 -30.25 0.0906
2019-05-13 2019-03-31 13F WELLTOWER COM 95040Q104 157,420 4,273 2.79 12,216 15.33 0.1170
2019-02-11 2018-12-31 13F WELLTOWER COM 95040Q104 153,147 17,500 12.90 10,592 21.40 0.1096
2018-10-30 2018-09-30 13F WELLTOWER COM 95040Q104 135,647 135,647 8,725 0.0715
2018-08-01 2018-06-30 13F WELLTOWER COM 95040Q104 0 -176,526 -100.00 0 -100.00
2018-05-10 2018-03-31 13F WELLTOWER COM 95040Q104 176,526 -88,613 -33.42 9,608 -43.17 0.0781
2018-02-09 2017-12-31 13F WELLTOWER COM 95040Q104 265,139 450 0.17 16,908 -9.11 0.1362
2017-11-06 2017-09-30 13F WELLTOWER COM 95040Q104 264,689 -170,400 -39.16 18,602 -42.88 0.1479
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 435,089 -3,211 -0.73 32,566 4.92 0.2704
2017-05-11 2017-03-31 13F WELLTOWER COM 95040Q104 438,300 -96,132 -17.99 31,040 -13.22 0.2589
2017-02-10 2016-12-31 13F WELLTOWER COM 95040Q104 534,432 27,909 5.51 35,770 -5.55 0.2693
2016-11-14 2016-09-30 13F WELLTOWER COM 95040Q104 506,523 -14,428 -2.77 37,873 -4.56 0.2877
2016-08-12 2016-06-30 13F/A-1 WELLTOWER COM 95040Q104 520,951 -225,917 -30.25 39,681 -23.38 0.2998
2016-08-11 2016-06-30 13F WELLTOWER COM 95040Q104 520,951 39,681
2016-05-16 2016-03-31 13F WELLTOWER COM 95040Q104 746,868 -75,712 -9.20 51,788 -7.46 0.3799
2016-02-16 2015-12-31 13F WELLTOWER COM 95040Q104 822,580 -215,133 -20.73 55,960 -20.37 0.4018
2015-11-13 2015-09-30 13F WELLTOWER COM 95040Q104 1,037,713 1,037,713 70,273 0.5043
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.