웰타워(주)
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionAPG Asset Management N.V.
Latest Disclosed Ownership396,613 shares
Latest Disclosed Value $ 68,056,202
APG Asset Management N.V. reports 8.67% increase in ownership of WELL / Welltower Inc.

On May 13, 2026 - APG Asset Management N.V. filed a 13F-HR form disclosing ownership of 396,613 shares of Welltower Inc. (MX:WELL) valued at $68,056,202 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 364,974 shares of Welltower Inc.. This represents a change in shares of 8.67% 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)
2026-05-13 2026-03-31 13F WELLTOWER COM 95040Q104 396,613 31,639 8.67 68,056 17.99 0.2156
2026-02-12 2025-12-31 13F WELLTOWER COM 95040Q104 364,974 -18,536 -4.83 57,680 -0.80 0.1637
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 383,510 30,654 8.69 58,143 25.82 0.1632
2025-08-12 2025-06-30 13F WELLTOWER COM 95040Q104 352,856 21,890 6.61 46,211 -1.56 0.1368
2025-05-14 2025-03-31 13F WELLTOWER COM 95040Q104 330,966 -1,212 -0.36 46,943 16.11 0.1456
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 332,178 325,791 5,100.85 40,429 5,423.09 0.1126
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 6,387 -62,630 -90.75 733 -89.10 0.0049
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 69,017 48,000 228.39 6,713 269.25 0.0120
2024-05-14 2024-03-31 13F WELLTOWER COM 95040Q104 21,017 900 4.47 1,818 10.72 0.0032
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 20,117 -21,133 -51.23 1,642 -51.41 0.0032
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 41,250 21,000 103.70 3,379 125.12 0.0069
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 20,250 1,100 5.74 1,501 18.84 0.0030
2023-05-12 2023-03-31 13F WELLTOWER COM 95040Q104 19,150 -26,676 -58.21 1,264 42,000.00 0.0027
2023-02-14 2022-12-31 13F WELLTOWER COM 95040Q104 45,826 28,276 161.12 3 -99.74 0.0057
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 17,550 -39,400 -69.18 1,152 -74.32 0.0030
2022-08-12 2022-06-30 13F WELLTOWER COM 95040Q104 56,950 26,500 87.03 4,486 70.51 0.0105
2022-05-12 2022-03-31 13F WELLTOWER COM 95040Q104 30,450 -13,400 -30.56 2,631 -20.44 0.0050
2022-02-11 2021-12-31 13F WELLTOWER COM 95040Q104 43,850 -37,700 -46.23 3,307 -42.96 0.0056
2021-11-15 2021-09-30 13F/A-1 WELLTOWER COM 95040Q104 81,550 900 1.12 5,798 2.60 0.0103
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 81,550 900 5,798 0.0104
2021-08-13 2021-06-30 13F WELLTOWER COM 95040Q104 80,650 15,000 22.85 5,651 41.24 0.0096
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 65,650 -183,911 -73.69 4,001 -69.64 0.0068
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 249,561 -2,612 -1.04 13,180 11.25 0.0215
2020-11-12 2020-09-30 13F WELLTOWER COM 95040Q104 252,173 -4,100 -1.60 11,847 0.33 0.0205
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 256,273 -153,600 -37.48 11,808 -37.07 0.0215
2020-05-19 2020-03-31 13F/A-2 WELLTOWER COM 95040Q104 409,873 155,643 61.22 18,764 1.31 0.0368
2020-05-15 2020-03-31 13F/A-1 WELLTOWER COM 95040Q104 409,873 0 18,764 0.0372
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 95,700 -158,530 6,614 12,374.5454
2020-02-13 2019-12-31 13F WELLTOWER COM 95040Q104 254,230 161,090 172.95 18,522 139.15 0.0301
2019-11-08 2019-09-30 13F WELLTOWER COM 95040Q104 93,140 45,140 94.04 7,745 125.41 0.0128
2019-08-13 2019-06-30 13F WELLTOWER COM 95040Q104 48,000 -47,700 -49.84 3,436 -48.05 0.0059
2019-05-14 2019-03-31 13F WELLTOWER COM 95040Q104 95,700 -35,900 -27.28 6,614 -17.23 0.0121
2019-02-19 2018-12-31 13F/A-1 WELLTOWER COM 95040Q104 131,600 -20,800 -13.65 7,991 -5.31 0.0162
2019-02-13 2018-12-31 13F WELLTOWER COM 95040Q104 131,600 -20,800 7,991
2018-11-09 2018-09-30 13F WELLTOWER COM 95040Q104 152,400 0 0.00 8,439 3.13 0.0148
2018-08-13 2018-06-30 13F WELLTOWER COM 95040Q104 152,400 0 0.00 8,183 21.32 0.0150
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 152,400 9,800 6.87 6,745 -10.93 0.0130
2018-02-21 2017-12-31 13F/A-1 WELLTOWER COM 95040Q104 142,600 11,400 8.69 7,573 -17.87 0.0139
2018-01-24 2017-12-31 13F WELLTOWER COM 95040Q104 142,600 11,400 7,573
2017-10-19 2017-09-30 13F WELLTOWER COM 95040Q104 131,200 43,900 50.29 9,221 41.12 0.0152
2017-07-21 2017-06-30 13F WELLTOWER COM 95040Q104 87,300 87,300 6,534 0.0119
2017-05-01 2017-03-31 13F WELLTOWER COM 95040Q104 0 -109,540 -100.00 0 -100.00
2017-01-30 2016-12-31 13F WELLTOWER COM 95040Q104 109,540 -74,800 -40.58 6,951 -49.57 0.0131
2016-10-31 2016-09-30 13F WELLTOWER COM 95040Q104 184,340 74,800 68.29 13,783 65.18 0.0242
2016-08-11 2016-06-30 13F WELLTOWER COM 95040Q104 109,540 24,100 28.21 8,344 40.85 0.0157
2016-05-16 2016-03-31 13F WELLTOWER COM 95040Q104 85,440 0 0.00 5,924 1.93 0.0123
2016-02-17 2015-12-31 13F/A-1 WELLTOWER COM 95040Q104 85,440 -54,114 -38.78 5,812 -38.50 0.0134
2016-02-16 2015-12-31 13F WELLTOWER COM 95040Q104 387,139 5,812
2015-11-12 2015-09-30 13F WELLTOWER COM 95040Q104 139,554 139,554 9,451 0.0216
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.