SCHEDULE: Cohen & Steers Amends Welltower Stake Below 5%

Cohen & Steers, Inc. and its affiliates have filed an amendment to their Schedule 13G, reporting a beneficial ownership of 4.93% in Welltower, Inc. common stock as of December 31, 2025.

Summary

• Cohen & Steers, Inc. and its subsidiaries (Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Asia Limited, and Cohen & Steers Ireland Limited) have filed Amendment No. 6 to their Schedule 13G.
• The filing reports their beneficial ownership of Welltower, Inc. common stock as of December 31, 2025.
• The aggregate amount beneficially owned by Cohen & Steers, Inc. is 33,804,723 shares.
• This represents 4.93% of Welltower, Inc.'s common stock, placing their ownership below the 5% threshold.
• Cohen & Steers, Inc. holds sole voting power over 27,430,007 shares and sole dispositive power over 33,804,723 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Welltower, Inc.

Sentiment

Score: 5

Explanation: This is a factual disclosure of beneficial ownership, which is neutral in sentiment. It reports a change in ownership percentage, but does not inherently convey positive or negative operational news.

Future Outlook

NA

Management Comments

• The securities referred to were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.

Industry Context

NA

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional investor's stake, indicating a reduction below the 5% reporting threshold, which may influence market perception of institutional interest in Welltower, Inc.

Key Dates

Keywords

Welltower Inc., Cohen & Steers, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing, Ownership Disclosure