Welltower Inc.
DE ˙ DB ˙ US95040Q1040
170,80 € ↓ -1,40 (-0,81%)
2026-06-04
PREZZO DELLE AZIONI
SecurityDE:HCW / Welltower Inc.
InstitutionGreenleaf Trust
Latest Disclosed Ownership10,497 shares
Latest Disclosed Value $ 2,075,362
Greenleaf Trust reports 7.06% increase in ownership of HCW / Welltower Inc.

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 10,497 shares of Welltower Inc. (DE:HCW) valued at $1,790,263 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,805 shares of Welltower Inc.. This represents a change in shares of 7.06% during the quarter. The current value of the position is $1,792,888 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)
2026-04-27 2026-03-31 13F Welltower Op Com 95040Q104 10,497 692 7.06 2,075 14.07 0.0114
2026-01-21 2025-12-31 13F Welltower Op Com 95040Q104 9,805 161 1.67 1,820 5.94 0.0167
2025-10-22 2025-09-30 13F Welltower Op Com 95040Q104 9,644 -77 -0.79 1,718 14.93 0.0156
2025-07-17 2025-06-30 13F Welltower Op Com 95040Q104 9,721 -527 -5.14 1,494 -4.84 0.0132
2025-04-30 2025-03-31 13F Welltower Op Com 95040Q104 10,248 828 8.79 1,570 32.27 0.0143
2025-01-24 2024-12-31 13F Welltower Op COM 95040Q104 9,420 341 3.76 1,187 2.15 0.0108
2024-10-22 2024-09-30 13F Welltower Op COM 95040Q104 9,079 66 0.73 1,162 23.75 0.0103
2024-07-22 2024-06-30 13F Welltower Op COM 95040Q104 9,013 1,107 14.00 940 27.24 0.0089
2024-04-29 2024-03-31 13F Welltower Op COM 95040Q104 7,906 -129 -1.61 739 1.93 0.0069
2024-01-31 2023-12-31 13F Welltower Op COM 95040Q104 8,035 457 6.03 725 16.77 0.0078
2023-11-09 2023-09-30 13F Welltower Op COM 95040Q104 7,578 183 2.47 621 3.68 0.0072
2023-08-09 2023-06-30 13F Welltower Op COM 95040Q104 7,395 722 10.82 598 25.10 0.0064
2023-05-11 2023-03-31 13F Welltower Op COM 95040Q104 6,673 398 6.34 478 0.0054
2023-01-25 2022-12-31 13F Welltower Op COM 95040Q104 6,275 1,083 20.86 0 -100.00 0.0052
2022-11-10 2022-09-30 13F Welltower Op COM 95040Q104 5,192 199 3.99 334 -18.73 0.0049
2022-08-12 2022-06-30 13F Welltower Op COM 95040Q104 4,993 -540 -9.76 411 -22.74 0.0062
2022-04-27 2022-03-31 13F Welltower Op COM 95040Q104 5,533 821 17.42 532 31.68 0.0064
2022-02-11 2021-12-31 13F Welltower COM 95040Q104 4,712 43 0.92 404 4.94 0.0047
2021-11-12 2021-09-30 13F Welltower COM 95040Q104 4,669 283 6.45 385 5.77 0.0047
2021-08-10 2021-06-30 13F Welltower COM 95040Q104 4,386 427 10.79 364 28.17 0.0045
2021-04-30 2021-03-31 13F Welltower COM 95040Q104 3,959 338 9.33 284 21.37 0.0038
2021-02-08 2020-12-31 13F Welltower COM 95040Q104 3,621 3,621 234 0.0031
2020-04-29 2020-03-31 13F Welltower COM 95040Q104 0 -8,317 -100.00 0 -100.00
2020-02-11 2019-12-31 13F Welltower COM 95040Q104 8,317 403 5.09 680 -5.16 0.0107
2019-11-08 2019-09-30 13F Welltower COM 95040Q104 7,914 215 2.79 717 14.17 0.0111
2019-07-24 2019-06-30 13F Welltower COM 95040Q104 7,699 219 2.93 628 8.28 0.0099
2019-05-08 2019-03-31 13F Welltower COM 95040Q104 7,480 381 5.37 580 17.65 0.0096
2019-02-07 2018-12-31 13F Welltower COM 95040Q104 7,099 322 4.75 493 13.07 0.0098
2018-10-29 2018-09-30 13F Welltower COM 95040Q104 6,777 270 4.15 436 6.86 0.0079
2018-08-07 2018-06-30 13F Welltower COM 95040Q104 6,507 6,507 408 0.0078
2018-04-30 2018-03-31 13F Welltower COM 95040Q104 0 -297 -100.00 0 -100.00
2018-02-08 2017-12-31 13F Welltower COM 95040Q104 297 -22 -6.90 19 -13.64 0.0004
2017-11-13 2017-09-30 13F Welltower COM 95040Q104 319 319 22 0.0005
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.