웰타워(주)
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionCerity Partners LLC
Latest Disclosed Ownership247,551 shares
Latest Disclosed Value $ 48,943,484
Cerity Partners LLC reports 0.87% increase in ownership of WELL / Welltower Inc.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 247,551 shares of Welltower Inc. (US:WELL) valued at $48,943,308 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 245,423 shares of Welltower Inc.. This represents a change in shares of 0.87% during the quarter. The current value of the position is $49,720,618 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)
2026-05-15 2026-03-31 13F WELLTOWER COM 95040Q104 247,551 2,128 0.87 48,943 7.44 0.0691
2026-02-11 2025-12-31 13F WELLTOWER COM 95040Q104 245,423 9,095 3.85 45,553 8.20 0.0664
2025-10-22 2025-09-30 13F WELLTOWER REIT 95040Q104 236,328 1,410 0.60 42,100 16.57 0.0683
2025-08-13 2025-06-30 13F WELLTOWER REIT 95040Q104 234,918 6,334 2.77 36,114 3.12 0.0644
2025-04-30 2025-03-31 13F WELLTOWER REIT 95040Q104 228,584 1,170 0.51 35,021 22.00 0.0709
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 227,414 1,300 0.57 28,706 -0.84 0.0623
2024-11-12 2024-09-30 13F WELLTOWER Stock 95040Q104 226,114 17,817 8.55 28,949 33.32 0.0641
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 208,297 24,059 13.06 21,715 26.13 0.0572
2024-05-14 2024-03-31 13F WELLTOWER REIT 95040Q104 184,238 16,132 9.60 17,215 13.58 0.0455
2024-01-26 2023-12-31 13F WELLTOWER REIT 95040Q104 168,106 61,324 57.43 15,158 73.28 0.0498
2023-11-14 2023-09-30 13F WELLTOWER Equities 95040Q104 106,782 -10,448 -8.91 8,748 -7.76 0.0425
2023-08-14 2023-06-30 13F WELLTOWER Equities 95040Q104 117,230 -12,615 -9.72 9,483 1.85 0.0369
2023-05-11 2023-03-31 13F WELLTOWER COM 95040Q104 129,845 -64,815 -33.30 9,312 -27.02 0.0220
2023-02-15 2022-12-31 13F WELLTOWER REIT 95040Q104 194,660 190,747 4,874.70 12,760 4,943.08 0.0817
2022-11-14 2022-09-30 13F WELLTOWER REIT 95040Q104 3,913 230 6.24 253 -16.50 0.0030
2022-08-10 2022-06-30 13F WELLTOWER COM 95040Q104 3,683 3,683 303 0.0033
2022-04-25 2022-03-31 13F WELLTOWER Stock 95040Q104 0 -2,618 -100.00 0 -100.00
2022-02-14 2021-12-31 13F WELLTOWER Stock 95040Q104 2,618 2,618 225 0.0034
2020-08-17 2020-06-30 13F/A-1 WELLTOWER COM 95040Q104 0 -84,145 -100.00 0 -100.00
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 0 0
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 84,145 -2,524 -2.91 3,852 -45.65 0.2425
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 86,669 -20 -0.02 7,087 -9.82 0.3613
2019-10-30 2019-09-30 13F WELLTOWER COM 95040Q104 86,689 -1,673 -1.89 7,859 9.09 0.4613
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 88,362 82,099 1,310.86 7,204 1,382.30 0.4542
2019-05-14 2019-03-31 13F WELLTOWER COM 95040Q104 6,263 -882 -12.34 486 -2.02 0.0327
2019-02-06 2018-12-31 13F WELLTOWER COM 95040Q104 7,145 861 13.70 496 22.77 0.0332
2018-11-15 2018-09-30 13F WELLTOWER COM 95040Q104 6,284 -1,128 -15.22 404 -13.12 0.0280
2018-08-15 2018-06-30 13F WELLTOWER COM 95040Q104 7,412 2,375 47.15 465 69.71 0.0344
2018-05-15 2018-03-31 13F WELLTOWER COM 95040Q104 5,037 -1,459 -22.46 274 -33.82 0.0210
2018-02-14 2017-12-31 13F Welltower COM 95040Q104 6,496 -233 -3.46 414 -12.47 0.0278
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 6,729 2,758 69.45 473 59.26 0.0335
2017-08-10 2017-06-30 13F Welltower COM 95040Q104 3,971 503 14.50 297 20.73 0.0249
2017-05-02 2017-03-31 13F Welltower COM 95040Q104 3,468 3,468 246 0.0205
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.