웰타워(주)
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionSecurian Asset Management, Inc
Latest Disclosed Ownership18,929 shares
Latest Disclosed Value $ 3,742,453
Securian Asset Management, Inc reports 1.83% increase in ownership of WELL / Welltower Inc.

On May 1, 2026 - Securian Asset Management, Inc filed a 13F-HR form disclosing ownership of 18,929 shares of Welltower Inc. (MX:WELL) valued at $3,742,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 18,589 shares of Welltower Inc.. This represents a change in shares of 1.83% 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)
2026-05-01 2026-03-31 13F WELLTOWER COM 95040Q104 18,929 340 1.83 3,742 8.46 0.1481
2026-02-04 2025-12-31 13F WELLTOWER COM 95040Q104 18,589 -13,711 -42.45 3,450 -40.03 0.1308
2025-10-23 2025-09-30 13F WELLTOWER COM 95040Q104 32,300 -180 -0.55 5,754 15.22 0.1524
2025-07-30 2025-06-30 13F WELLTOWER COM 95040Q104 32,480 208 0.64 4,993 0.99 0.1423
2025-05-01 2025-03-31 13F WELLTOWER COM 95040Q104 32,272 560 1.77 4,944 23.72 0.1502
2025-02-10 2024-12-31 13F WELLTOWER COM 95040Q104 31,712 -293 -0.92 3,997 -2.47 0.1163
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 32,005 -2,375 -6.91 4,098 14.31 0.1182
2024-07-15 2024-06-30 13F WELLTOWER COM 95040Q104 34,380 1,782 5.47 3,584 17.70 0.1046
2024-04-26 2024-03-31 13F WELLTOWER COM 95040Q104 32,598 -2,389 -6.83 3,046 -3.46 0.0893
2024-02-08 2023-12-31 13F WELLTOWER COM 95040Q104 34,987 -2,237 -6.01 3,155 3.44 0.0894
2023-10-30 2023-09-30 13F WELLTOWER COM 95040Q104 37,224 -3,322 -8.19 3,049 -7.01 0.0911
2023-08-07 2023-06-30 13F WELLTOWER COM 95040Q104 40,546 1,500 3.84 3,280 17.15 0.0842
2023-04-27 2023-03-31 13F WELLTOWER COM 95040Q104 39,046 201 0.52 2,799 9.94 0.0746
2023-02-03 2022-12-31 13F WELLTOWER COM 95040Q104 38,845 1,144 3.03 2,546 127,200.00 0.0712
2022-10-28 2022-09-30 13F WELLTOWER COM 95040Q104 37,701 -374,497 -90.85 2 -93.94 0.0723
2022-08-04 2022-06-30 13F WELLTOWER COM 95040Q104 412,198 -12,411 -2.92 34 -17.50 0.8132
2022-05-03 2022-03-31 13F WELLTOWER COM 95040Q104 424,609 51,500 13.80 41 25.00 0.7971
2022-02-10 2021-12-31 13F WELLTOWER COM 95040Q104 373,109 -34,639 -8.50 32 -3.03 0.5906
2021-11-08 2021-09-30 13F WELLTOWER COM 95040Q104 407,748 -41,800 -9.30 34 -10.81 0.6905
2021-08-10 2021-06-30 13F WELLTOWER COM 95040Q104 449,548 -1,083 -0.24 37 15.63 0.7591
2021-05-10 2021-03-31 13F WELLTOWER COM 95040Q104 450,631 -26,573 -5.57 32 6.67 0.7013
2021-02-08 2020-12-31 13F WELLTOWER COM 95040Q104 477,204 920 0.19 31 -99.89 0.6974
2020-11-04 2020-09-30 13F Welltower REIT 95040Q104 476,284 50,202 11.78 26,239 19.00 0.6361
2020-08-06 2020-06-30 13F Welltower REIT 95040Q104 426,082 -81,055 -15.98 22,050 -5.03 0.5641
2020-05-07 2020-03-31 13F Welltower REIT 95040Q104 507,137 164,955 48.21 23,218 -17.03 0.6552
2020-02-04 2019-12-31 13F Welltower REIT 95040Q104 342,182 -5,615 -1.61 27,984 -11.24 0.6176
2019-11-12 2019-09-30 13F Welltower REIT 95040Q104 347,797 -32,962 -8.66 31,527 101,600.00 0.7229
2019-08-05 2019-06-30 13F Welltower REIT 95040Q104 380,759 -19,352 -4.84 31 0.00 0.7193
2019-04-26 2019-03-31 13F Welltower REIT 95040Q104 400,111 71,927 21.92 31 40.91 0.7404
2019-02-04 2018-12-31 13F Welltower REIT 95040Q104 328,184 -42,944 -11.57 23 -4.35 0.6114
2018-10-26 2018-09-30 13F Welltower REIT 95040Q104 371,128 -15,360 -3.97 24 -4.17 0.5670
2018-08-09 2018-06-30 13F Welltower REIT 95040Q104 386,488 51,343 15.32 24 33.33 0.6007
2018-04-30 2018-03-31 13F Welltower REIT 95040Q104 335,145 -140,600 -29.55 18 -40.00 0.4678
2018-02-05 2017-12-31 13F Welltower REIT 95040Q104 475,745 -9,425 -1.94 30 -11.76 0.7497
2017-11-03 2017-09-30 13F Welltower REIT 95040Q104 485,170 62,665 14.83 34 9.68 0.8849
2017-08-14 2017-06-30 13F Welltower REIT 95040Q104 422,505 -16,987 -3.87 32 0.00 0.8325
2017-05-11 2017-03-31 13F Welltower REIT 95040Q104 439,492 -168,783 -27.75 31 -22.50 0.8331
2017-02-10 2016-12-31 13F Welltower REIT 95040Q104 608,275 -149,101 -19.69 41 -28.57 1.0892
2016-11-14 2016-09-30 13F Welltower REIT 95040Q104 757,376 -4,515 -0.59 57 -3.45 1.5321
2016-08-10 2016-06-30 13F Welltower REIT 95040Q104 761,891 3,250 0.43 58 11.54 1.6227
2016-11-08 2016-03-31 13F/A-1 Welltower REIT 95040Q104 758,641 125,406 19.80 53 20.93 1.5150
2016-05-09 2016-03-31 13F Welltower REIT 95040Q104 758,641 52,604
2016-11-08 2015-12-31 13F/A-1 Welltower REIT 95040Q104 633,235 22,078 3.61 43 4.88 1.2792
2016-02-10 2015-12-31 13F Welltower REIT 95040Q104 633,235 43,079
2016-11-08 2015-09-30 13F/A-1 Welltower REIT 95040Q104 611,157 611,157 41 1.3592
2015-11-12 2015-09-30 13F Welltower REIT 95040Q104 611,157 41,388 1.3592
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.