웰타워(주)
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionRhumbline Advisers
Latest Disclosed Ownership1,261,752 shares
Latest Disclosed Value $ 249,460,861
Rhumbline Advisers reports 5.59% decrease in ownership of WELL / Welltower Inc.

On May 12, 2026 - Rhumbline Advisers filed a 13F-HR form disclosing ownership of 1,261,752 shares of Welltower Inc. (MX:WELL) valued at $249,460,861 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,336,459 shares of Welltower Inc.. This represents a change in shares of -5.59% 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)
2026-05-12 2026-03-31 13F WELLTOWER INC COM COM 95040Q104 1,261,752 -74,707 -5.59 249,461 0.56 0.2134
2026-02-13 2025-12-31 13F WELLTOWER INC COM COM 95040Q104 1,336,459 53,907 4.20 248,060 8.57 0.2005
2025-11-06 2025-09-30 13F WELLTOWER INC COM COM 95040Q104 1,282,552 -17,963 -1.38 228,474 14.28 0.1835
2025-08-12 2025-06-30 13F WELLTOWER INC COM COM 95040Q104 1,300,515 -206 -0.02 199,928 0.32 0.1712
2025-05-29 2025-03-31 13F/A-1 WELLTOWER INC COM COM 95040Q104 1,300,721 53,326 4.27 199,283 26.76 0.1864
2025-04-08 2025-03-31 13F WELLTOWER INC COM COM 95040Q104 1,300,721 53,326 199,283 0.1864
2025-05-29 2024-12-31 13F/A-1 WELLTOWER INC COM COM 95040Q104 1,247,395 63,378 5.35 157,209 3.71 0.1406
2025-01-30 2024-12-31 13F WELLTOWER INC COM COM 95040Q104 1,247,395 63,378 157,209 0.1406
2024-11-12 2024-09-30 13F WELLTOWER INC COM COM 95040Q104 1,184,017 -18,703 -1.56 151,590 20.90 0.1367
2024-08-01 2024-06-30 13F WELLTOWER INC COM COM 95040Q104 1,202,720 83,635 7.47 125,383 19.91 0.1178
2024-05-09 2024-03-31 13F WELLTOWER INC COM COM 95040Q104 1,119,085 34,323 3.16 104,567 6.91 0.1004
2024-02-08 2023-12-31 13F WELLTOWER INC COM COM 95040Q104 1,084,762 61,691 6.03 97,813 16.71 0.1025
2023-11-09 2023-09-30 13F WELLTOWER INC COM COM 95040Q104 1,023,071 18,689 1.86 83,810 3.16 0.0973
2023-08-08 2023-06-30 13F WELLTOWER INC COM COM 95040Q104 1,004,382 64,081 6.81 81,244 121,159.70 0.0910
2023-05-11 2023-03-31 13F WELLTOWER INC COM COM 95040Q104 940,301 15,523 1.68 67 -99.89 0.0832
2023-02-14 2022-12-31 13F WELLTOWER INC COM COM 95040Q104 924,778 41,485 4.70 60,619 6.70 0.0815
2022-11-10 2022-09-30 13F WELLTOWER INC COM COM 95040Q104 883,293 41,169 4.89 56,813 -18.08 0.0846
2022-08-11 2022-06-30 13F WELLTOWER INC COM COM 95040Q104 842,124 114,915 15.80 69,349 -0.81 0.1012
2022-05-12 2022-03-31 13F WELLTOWER INC COM COM 95040Q104 727,209 12,109 1.69 69,914 13.99 0.0900
2022-02-10 2021-12-31 13F WELLTOWER INC COM COM 95040Q104 715,100 19,298 2.77 61,334 6.98 0.0752
2021-11-12 2021-09-30 13F WELLTOWER INC COM COM 95040Q104 695,802 -20,079 -2.80 57,334 -3.62 0.0776
2021-08-05 2021-06-30 13F WELLTOWER INC COM COM 95040Q104 715,881 -25,371 -3.42 59,490 12.04 0.0781
2021-05-06 2021-03-31 13F WELLTOWER INC COM COM 95040Q104 741,252 -24,806 -3.24 53,096 7.26 0.0721
2021-02-10 2020-12-31 13F WELLTOWER INC COM COM 95040Q104 766,058 -459 -0.06 49,503 17.23 0.0683
2020-11-12 2020-09-30 13F WELLTOWER INC COM COM 95040Q104 766,517 -24,048 -3.04 42,227 3.21 0.0662
2020-08-13 2020-06-30 13F WELLTOWER INC COM COM 95040Q104 790,565 -28,747 -3.51 40,912 9.08 0.0683
2020-05-06 2020-03-31 13F WELLTOWER INC COM COM 95040Q104 819,312 58,617 7.71 37,508 -39.71 0.0786
2020-02-05 2019-12-31 13F WELLTOWER INC COM COM 95040Q104 760,695 55,973 7.94 62,210 -2.62 0.1040
2019-10-23 2019-09-30 13F WELLTOWER INC COM COM 95040Q104 704,722 33,157 4.94 63,883 16.67 0.1167
2019-08-14 2019-06-30 13F WELLTOWER INC COM COM 95040Q104 671,565 -3,225 -0.48 54,753 4.56 0.1028
2019-05-01 2019-03-31 13F WELLTOWER INC COM COM 95040Q104 674,790 -45,206 -6.28 52,364 4.78 0.1014
2019-01-31 2018-12-31 13F WELLTOWER INC COM COM 95040Q104 719,996 25,501 3.67 49,975 11.88 0.1087
2018-11-07 2018-09-30 13F WELLTOWER INC COM COM 95040Q104 694,495 -23,861 -3.32 44,670 -0.81 0.0863
2018-08-06 2018-06-30 13F WELLTOWER INC COM COM 95040Q104 718,356 10,406 1.47 45,034 16.87 0.0908
2018-05-02 2018-03-31 13F WELLTOWER INC COM COM 95040Q104 707,950 -1,413 -0.20 38,534 -14.82 0.0805
2018-02-09 2017-12-31 13F WELLTOWER INC COM COM 95040Q104 709,363 6,023 0.86 45,236 -8.49 0.0919
2017-11-06 2017-09-30 13F WELLTOWER INC COM COM 95040Q104 703,340 7,307 1.05 49,431 -5.12 0.1075
2017-08-02 2017-06-30 13F WELLTOWER INC COM COM 95040Q104 696,033 -12,939 -1.83 52,098 3.76 0.1189
2017-05-02 2017-03-31 13F WELLTOWER INC COM COM 95040Q104 708,972 25,271 3.70 50,209 9.72 0.1173
2017-01-27 2016-12-31 13F WELLTOWER INC COM COM 95040Q104 683,701 100,786 17.29 45,760 4.99 0.1160
2016-11-08 2016-09-30 13F WELLTOWER INC COM COM 95040Q104 582,915 27,307 4.91 43,585 2.99 0.1201
2016-08-11 2016-06-30 13F WELLTOWER INC COM COM 95040Q104 555,608 12,663 2.33 42,321 12.41 0.1254
2016-05-02 2016-03-31 13F WELLTOWER COM 95040Q104 542,945 17,997 3.43 37,648 5.42 0.1168
2016-02-03 2015-12-31 13F WELLTOWER COM 95040Q104 524,948 6,074 1.17 35,712 1.63 0.1149
2015-11-04 2015-09-30 13F WELLTOWER COM 95040Q104 518,874 518,874 35,138 0.1195
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.