Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionBollard Group LLC
Latest Disclosed Ownership982 shares
Latest Disclosed Value $ 194
Bollard Group LLC reports 0.31% increase in ownership of WELL / Welltower Inc.

On May 14, 2026 - Bollard Group LLC filed a 13F-HR form disclosing ownership of 982 shares of Welltower Inc. (MX:WELL) valued at $194 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 979 shares of Welltower Inc..

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)
2026-05-14 2026-03-31 13F WELLTOWER COM 95040Q104 982 3 0.31 0 0.0057
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 979 0 0.00 0 0.0045
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 979 0 0.00 0 0.0041
2025-08-13 2025-06-30 13F Welltower RE 95040Q104 979 50 5.38 0 0.0035
2025-05-15 2025-03-31 13F Welltower RE 95040Q104 929 0 0.00 0 0.0037
2025-02-14 2024-12-31 13F Welltower RE 95040Q104 929 0 0.00 0 0.0032
2024-11-13 2024-09-30 13F Welltower RE 95040Q104 929 0 0.00 0 0.0032
2024-08-14 2024-06-30 13F Welltower RE 95040Q104 929 0 0.00 0 0.0027
2024-05-13 2024-03-31 13F Welltower RE 95040Q104 929 0 0.00 0 0.0026
2024-02-13 2023-12-31 13F Welltower RE 95040Q104 929 0 0.00 0 0.0029
2023-11-14 2023-09-30 13F Welltower RE 95040Q104 929 -30 -3.13 0 0.0028
2023-08-14 2023-06-30 13F Welltower RE 95040Q104 959 30 3.23 0 0.0027
2023-05-12 2023-03-31 13F Welltower RE 95040Q104 929 0 0.00 0 0.0024
2023-02-10 2022-12-31 13F Welltower RE 95040Q104 929 0 0.00 0 -100.00 0.0023
2022-11-09 2022-09-30 13F Welltower RE 95040Q104 929 0 0.00 60 -22.08 0.0025
2022-08-12 2022-06-30 13F Welltower RE 95040Q104 929 -1,636 -63.78 77 -68.83 0.0031
2022-05-12 2022-03-31 13F Welltower RE 95040Q104 2,565 11 0.43 247 12.79 0.0079
2022-02-11 2021-12-31 13F Welltower RE 95040Q104 2,554 12 0.47 219 4.78 0.0070
2021-11-12 2021-09-30 13F Welltower RE 95040Q104 2,542 11 0.43 209 -0.48 0.0068
2021-08-12 2021-06-30 13F Welltower RE 95040Q104 2,531 -1,742 -40.77 210 -31.37 0.0067
2021-05-11 2021-03-31 13F Welltower RE 95040Q104 4,273 0 0.00 306 10.87 0.0107
2021-02-04 2020-12-31 13F Welltower RE 95040Q104 4,273 0 0.00 276 17.45 0.0103
2020-11-12 2020-09-30 13F Welltower RE 95040Q104 4,273 0 0.00 235 6.33 0.0085
2020-08-13 2020-06-30 13F Welltower RE 95040Q104 4,273 0 0.00 221 12.76 0.0087
2020-05-14 2020-03-31 13F Welltower RE 95040Q104 4,273 -44,259 -91.20 196 -95.06 0.0087
2020-02-10 2019-12-31 13F Welltower RE 95040Q104 48,532 455 0.95 3,969 -8.93 0.1288
2019-11-13 2019-09-30 13F Welltower RE 95040Q104 48,077 -1,768 -3.55 4,358 7.23 0.1530
2019-08-13 2019-06-30 13F Welltower RE 95040Q104 49,845 509 1.03 4,064 6.14 0.1400
2019-05-10 2019-03-31 13F Welltower RE 95040Q104 49,336 529 1.08 3,829 13.02 0.1445
2019-02-05 2018-12-31 13F Welltower RE 95040Q104 48,807 1,844 3.93 3,388 12.15 0.1494
2018-11-08 2018-09-30 13F Welltower RE 95040Q104 46,963 1,340 2.94 3,021 5.63 0.1215
2018-08-09 2018-06-30 13F Welltower RE 95040Q104 45,623 679 1.51 2,860 16.93 0.1314
2018-05-14 2018-03-31 13F Welltower RE 95040Q104 44,944 668 1.51 2,446 -13.35 0.1216
2018-01-29 2017-12-31 13F Welltower RE 95040Q104 44,276 534 1.22 2,823 -8.17 0.1357
2017-10-27 2017-09-30 13F Welltower RE 95040Q104 43,742 506 1.17 3,074 -5.01 0.1621
2017-07-19 2017-06-30 13F Welltower RE 95040Q104 43,236 499 1.17 3,236 6.90 0.1748
2017-04-19 2017-03-31 13F Welltower RE 95040Q104 42,737 5,633 15.18 3,027 21.91 0.1736
2017-01-25 2016-12-31 13F Welltower RE 95040Q104 37,104 486 1.33 2,483 -9.31 0.1620
2016-10-26 2016-09-30 13F Welltower RE 95040Q104 36,618 392 1.08 2,738 -0.76 0.1751
2016-07-20 2016-06-30 13F Welltower RE 95040Q104 36,226 425 1.19 2,759 11.16 0.1885
2016-05-09 2016-03-31 13F Welltower RE 95040Q104 35,801 510 1.45 2,482 3.37 0.1999
2016-02-04 2015-12-31 13F Welltower RE 95040Q104 35,291 -294 -0.83 2,401 -0.37 0.1977
2015-10-30 2015-09-30 13F Welltower RE 95040Q104 35,585 35,585 2,410 0.1977
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.