Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionM&t Bank Corp
Latest Disclosed Ownership95,263 shares
Latest Disclosed Value $ 18,834,393
M&t Bank Corp reports 1.13% increase in ownership of WELL / Welltower Inc.

On May 12, 2026 - M&t Bank Corp filed a 13F-HR form disclosing ownership of 95,263 shares of Welltower Inc. (MX:WELL) valued at $18,834,393 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 30, 2026 disclosing 94,194 shares of Welltower Inc.. This represents a change in shares of 1.13% 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 COM 95040Q104 95,263 1,069 1.13 18,834 7.73 0.0645
2026-01-30 2025-12-31 13F/A-1 WELLTOWER COM 95040Q104 94,194 75,687 408.96 17,484 430.43 0.0561
2026-01-28 2025-12-31 13F WELLTOWER COM 95040Q104 109,541 91,034 19,054 0.0114
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 18,507 -61,720 -76.93 3,296 -73.28 0.0111
2025-08-13 2025-06-30 13F WELLTOWER COM 95040Q104 80,227 302 0.38 12,334 0.73 0.0424
2025-04-30 2025-03-31 13F WELLTOWER COM 95040Q104 79,925 1,109 1.41 12,245 23.28 0.0446
2025-02-06 2024-12-31 13F WELLTOWER COM 95040Q104 78,816 958 1.23 9,933 -0.34 0.0333
2024-11-19 2024-09-30 13F/A-1 WELLTOWER COM 95040Q104 77,858 2,389 3.17 9,968 26.69 0.0328
2024-11-15 2024-09-30 13F WELLTOWER COM 95040Q104 77,858 2,389 9,968 0.0060
2024-07-31 2024-06-30 13F WELLTOWER COM 95040Q104 75,469 5,658 8.10 7,868 20.60 0.0269
2024-05-07 2024-03-31 13F WELLTOWER COM 95040Q104 69,811 648 0.94 6,523 4.62 0.0227
2024-02-06 2023-12-31 13F WELLTOWER COM 95040Q104 69,163 2,523 3.79 6,236 14.22 0.0229
2023-11-02 2023-09-30 13F WELLTOWER COM 95040Q104 66,640 2,796 4.38 5,460 5.71 0.0218
2023-08-09 2023-06-30 13F WELLTOWER COM 95040Q104 63,844 2,400 3.91 5,164 17.26 0.0193
2023-05-11 2023-03-31 13F WELLTOWER COM 95040Q104 61,444 3,196 5.49 4,405 15.35 0.0171
2023-02-13 2022-12-31 13F/A-1 WELLTOWER COM 95040Q104 58,248 -3,590 -5.81 3,818 -4.00 0.0154
2023-02-13 2022-12-31 13F WELLS FARGO CO PERP PFD CNV A 95040Q104 18,539 -43,299 1,512 0.0061
2022-11-17 2022-09-30 13F/A-1 WELLTOWER COM 95040Q104 61,838 -1,348 -2.13 3,977 -23.43 0.0177
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 61,838 -1,348 3,977 0.0034
2022-08-05 2022-06-30 13F WELLTOWER COM 95040Q104 63,186 15,639 32.89 5,194 13.63 0.0245
2022-05-09 2022-03-31 13F WELLTOWER COM 95040Q104 47,547 1,492 3.24 4,571 15.69 0.0202
2022-02-07 2021-12-31 13F WELLTOWER COM 95040Q104 46,055 6,637 16.84 3,951 21.64 0.0166
2021-10-28 2021-09-30 13F WELLTOWER COM 95040Q104 39,418 886 2.30 3,248 1.44 0.0146
2021-08-13 2021-06-30 13F WELLTOWER COM 95040Q104 38,532 4,639 13.69 3,202 31.93 0.0141
2021-05-06 2021-03-31 13F WELLTOWER COM 95040Q104 33,893 -5,230 -13.37 2,427 -4.00 0.0105
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 39,123 -7,560 -16.19 2,528 -1.75 0.0111
2020-11-06 2020-09-30 13F WELLTOWER COM 95040Q104 46,683 -290 -0.62 2,573 5.84 0.0126
2020-07-29 2020-06-30 13F WELLTOWER COM 95040Q104 46,973 -3,779 -7.45 2,431 4.65 0.0130
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 50,752 15,435 43.70 2,323 -19.59 0.0137
2020-02-07 2019-12-31 13F WELLTOWER COM 95040Q104 35,317 -1,032 -2.84 2,889 -12.32 0.0136
2019-11-12 2019-09-30 13F WELLTOWER COM 95040Q104 36,349 -516 -1.40 3,295 9.65 0.0164
2019-08-12 2019-06-30 13F WELLTOWER COM 95040Q104 36,865 -21 -0.06 3,005 5.00 0.0157
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 36,886 -1,572 -4.09 2,862 7.23 0.0150
2019-02-01 2018-12-31 13F WELLTOWER COM 95040Q104 38,458 2,850 8.00 2,669 16.50 0.0153
2018-11-09 2018-09-30 13F WELLTOWER COM 95040Q104 35,608 -90 -0.25 2,291 2.37 0.0115
2018-08-10 2018-06-30 13F WELLTOWER COM 95040Q104 35,698 556 1.58 2,238 16.87 0.0120
2018-05-04 2018-03-31 13F WELLTOWER COM 95040Q104 35,142 1,036 3.04 1,915 -11.99 0.0103
2018-02-06 2017-12-31 13F WELLTOWER COM 95040Q104 34,106 983 2.97 2,176 -6.57 0.0114
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 33,123 1,423 4.49 2,329 -1.85 0.0126
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 31,700 -24,089 -43.18 2,373 -39.95 0.0140
2017-05-10 2017-03-31 13F WELLTOWER COM 95040Q104 55,789 -21,437 -27.76 3,952 -23.51 0.0239
2017-02-14 2016-12-31 13F WELLTOWER COM 95040Q104 77,226 -16,117 -17.27 5,167 -25.97 0.0322
2016-11-04 2016-09-30 13F WELLTOWER COM 95040Q104 93,343 3,146 3.49 6,980 1.60 0.0445
2016-08-04 2016-06-30 13F WELLTOWER COM 95040Q104 90,197 -1,859 -2.02 6,870 7.63 0.0462
2016-05-11 2016-03-31 13F WELLTOWER COM 95040Q104 92,056 -3,448 -3.61 6,383 -1.75 0.0432
2016-02-12 2015-12-31 13F WELLTOWER COM 95040Q104 95,504 -6,930 -6.77 6,497 -6.34 0.0431
2015-11-13 2015-09-30 13F WELLTOWER COM 95040Q104 102,434 102,434 6,937 0.0473
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.