SCHEDULE: Cohen & Steers Amends Welltower Stake

Cohen & Steers, Inc. and its subsidiaries have filed an Amendment No. 7 to their Schedule 13G, reporting a 4.93% beneficial ownership in Welltower, Inc. common stock as of December 31, 2025.

Summary

• Cohen & Steers, Inc. and its affiliated entities collectively reported beneficial ownership of 33,804,723 shares of Welltower, Inc. common stock.
• This represents 4.93% of Welltower, Inc.'s outstanding common stock.
• Cohen & Steers, Inc. holds sole voting power over 27,430,007 shares and sole dispositive power over 33,804,723 shares.
• The filing indicates that 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.
• Cohen & Steers Capital Management, Inc. beneficially owns 33,439,861 shares (4.87% of class), Cohen & Steers UK Limited beneficially owns 336,156 shares (0.05% of class), and Cohen & Steers Ireland Limited beneficially owns 28,706 shares (0.00% of class).

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, indicating that a specialized real estate investment firm continues to hold a significant, passive stake in Welltower, suggesting ongoing confidence in the company and its sector.

Positives

• NA

Negatives

• NA

Risks

• NA

Future Outlook

NA

Management Comments

• To the best of my knowledge and belief, the securities referred to above 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

StockSavvy.ai notes that Welltower, Inc. is a prominent healthcare REIT, and the continued significant stake by Cohen & Steers, a specialized real estate investment manager, underscores ongoing institutional interest in the healthcare real estate sector. This type of passive institutional ownership is common for large, stable REITs, reflecting a long-term investment strategy rather than an activist stance.

Comparison to Industry Standards

• This Schedule 13G filing does not contain performance results or operational data that would allow for a direct comparison to industry standards or specific comparable companies/projects.

Stakeholder Impact

• Shareholders: The continued significant, passive ownership by a major institutional investor like Cohen & Steers can be interpreted as a vote of confidence, potentially reassuring other investors about the company's stability and long-term value.

Key Dates

Keywords

Welltower, Cohen & Steers, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, REIT, Healthcare REIT