웰타워(주)
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionCibc World Markets Corp
Latest Disclosed Ownership260,546 shares
Latest Disclosed Value $ 48,359,943
Cibc World Markets Corp reports 8.49% increase in ownership of WELL / Welltower Inc.

On February 12, 2026 - Cibc World Markets Corp filed a 13F-HR form disclosing ownership of 260,546 shares of Welltower Inc. (MX:WELL) valued at $48,359,943 USD as of December 31, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 240,152 shares of Welltower Inc.. This represents a change in shares of 8.49% 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)
2026-02-12 2025-12-31 13F WELLTOWER COM 95040Q104 260,546 20,394 8.49 48,360 30.99 0.2328
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 240,152 -19 -0.01 36,919 0.33 0.2316
2025-05-13 2025-03-31 13F WELLTOWER COM 95040Q104 240,171 9,253 4.01 36,797 26.44 0.2894
2025-02-10 2024-12-31 13F WELLTOWER COM 95040Q104 230,918 22,918 11.02 29,103 9.28 0.1704
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 208,000 132,473 175.40 26,630 238.24 0.1920
2024-08-12 2024-06-30 13F WELLTOWER COM 95040Q104 75,527 -152,320 -66.85 7,874 -63.02 0.0516
2024-05-13 2024-03-31 13F WELLTOWER COM 95040Q104 227,847 -26,119 -10.28 21,290 -7.03 0.1396
2024-02-13 2023-12-31 13F WELLTOWER INC COM COM 95040Q104 253,966 225,335 787.03 22,900 876.55 0.1248
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 28,631 -29,609 -50.84 2,345 -50.22 0.0230
2023-08-04 2023-06-30 13F WELLTOWER COM 95040Q104 58,240 -119,257 -67.19 4,711 -62.98 0.0383
2023-05-11 2023-03-31 13F WELLTOWER COM 95040Q104 177,497 -30,369 -14.61 12,725 -6.61 0.2077
2023-02-09 2022-12-31 13F WELLTOWER COM 95040Q104 207,866 11,128 5.66 13,626 7.67 0.0917
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 196,738 -29,446 -13.02 12,654 -32.06 0.1758
2022-08-12 2022-06-30 13F WELLTOWER COM 95040Q104 226,184 -19,395 -7.90 18,626 -21.11 0.1750
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 245,579 245,579 23,610 0.1845
2022-02-11 2021-12-31 13F WELLTOWER COM 95040Q104 0 -268,984 -100.00 0 -100.00
2021-11-12 2021-09-30 13F WELLTOWER COM 95040Q104 268,984 79,095 41.65 22,164 40.46 0.1507
2021-08-10 2021-06-30 13F WELLTOWER COM 95040Q104 189,889 150,094 377.17 15,780 453.49 0.1098
2021-05-07 2021-03-31 13F WELLTOWER COM 95040Q104 39,795 -294,277 -88.09 2,851 -86.79 0.0178
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 334,072 283,816 564.74 21,588 679.63 0.1086
2020-11-12 2020-09-30 13F WELLTOWER COM 95040Q104 50,256 -257,648 -83.68 2,769 -82.62 0.0270
2020-08-12 2020-06-30 13F WELLTOWER COM 95040Q104 307,904 278,208 936.85 15,934 1,072.48 0.1710
2020-05-12 2020-03-31 13F WELLTOWER COM 95040Q104 29,696 -18,284 -38.11 1,359 -65.37 0.0174
2020-02-13 2019-12-31 13F WELLTOWER COM 95040Q104 47,980 1,827 3.96 3,924 -6.21 0.0254
2019-11-12 2019-09-30 13F WELLTOWER COM 95040Q104 46,153 -24,219 -34.42 4,184 -27.07 0.0390
2019-08-13 2019-06-30 13F WELLTOWER COM 95040Q104 70,372 19,209 37.54 5,737 44.51 0.0442
2019-05-14 2019-03-31 13F WELLTOWER COM 95040Q104 51,163 -1,283 -2.45 3,970 9.07 0.0325
2019-02-13 2018-12-31 13F/A-1 WELLTOWER COM 95040Q104 52,446 3,417 6.97 3,640 15.41 0.0339
2019-02-13 2018-12-31 13F WELLTOWER COM 95040Q104 52,446 3,417 3,640
2018-11-13 2018-09-30 13F WELLTOWER COM 95040Q104 49,029 -3,516 -6.69 3,154 -4.25 0.0269
2018-08-13 2018-06-30 13F WELLTOWER COM 95040Q104 52,545 4,535 9.45 3,294 26.06 0.0284
2018-05-11 2018-03-31 13F WELLTOWER COM 95040Q104 48,010 -26,840 -35.86 2,613 -45.25 0.0278
2018-02-13 2017-12-31 13F WELLTOWER INC COM ADDED COM 95040Q104 74,850 21,111 39.28 4,773 26.37 0.0343
2017-11-14 2017-09-30 13F WELLTOWER INC COM ADDED COM 95040Q104 53,739 1,997 3.86 3,777 -2.48 0.0362
2017-08-11 2017-06-30 13F WELLTOWER INC COM ADDED COM 95040Q104 51,742 13,866 36.61 3,873 44.41 0.0410
2017-05-10 2017-03-31 13F WELLTOWER INC COM ADDED COM 95040Q104 37,876 13,007 52.30 2,682 61.18 0.0218
2017-02-13 2016-12-31 13F WELLTOWER INC COM ADDED COM 95040Q104 24,869 24,869 1,664 0.0170
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.