Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionAdvisorNet Financial, Inc
Latest Disclosed Ownership1,156 shares
Latest Disclosed Value $ 228,602
AdvisorNet Financial, Inc reports 20.82% decrease in ownership of WELL / Welltower Inc.

On April 17, 2026 - AdvisorNet Financial, Inc filed a 13F-HR form disclosing ownership of 1,156 shares of Welltower Inc. (MX:WELL) valued at $228,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,460 shares of Welltower Inc.. This represents a change in shares of -20.82% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-17 2026-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,156 -304 -20.82 229 -15.87 0.0118
2026-01-20 2025-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,460 37 2.60 271 7.11 0.0144
2025-10-09 2025-09-30 13F WELLTOWER INC COM REIT 95040Q104 1,423 672 89.48 254 120.00 0.0143
2025-07-14 2025-06-30 13F WELLTOWER INC COM REIT 95040Q104 751 -63 -7.74 115 -7.26 0.0074
2025-04-07 2025-03-31 13F WELLTOWER INC COM REIT 95040Q104 814 137 20.24 125 45.88 0.0093
2025-01-13 2024-12-31 13F WELLTOWER INC COM REIT 95040Q104 677 -389 -36.49 85 -37.50 0.0071
2024-10-15 2024-09-30 13F WELLTOWER INC COM REIT 95040Q104 1,066 4 0.38 137 23.64 0.0102
2024-07-16 2024-06-30 13F WELLTOWER INC COM REIT 95040Q104 1,062 -8 -0.75 111 11.11 0.0100
2024-04-12 2024-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,070 7 0.66 100 4.21 0.0096
2024-01-19 2023-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,063 347 48.46 96 63.79 0.0088
2023-10-12 2023-09-30 13F WELLTOWER INC COM REIT 95040Q104 716 53 7.99 59 9.43 0.0053
2023-07-14 2023-06-30 13F WELLTOWER INC COM REIT 95040Q104 663 -120 -15.33 54 -5.36 0.0046
2023-04-28 2023-03-31 13F WELLTOWER INC COM REIT 95040Q104 783 0 0.00 56 9.80 0.0051
2023-01-13 2022-12-31 13F WELLTOWER INC COM REIT 95040Q104 783 144 22.54 51 24.39 0.0050
2022-10-04 2022-09-30 13F WELLTOWER INC COM REIT 95040Q104 639 -252 -28.28 41 -43.84 0.0041
2022-07-07 2022-06-30 13F WELLTOWER INC COM REIT 95040Q104 891 244 37.71 73 17.74 0.0072
2022-04-14 2022-03-31 13F WELLTOWER INC COM REIT 95040Q104 647 7 1.09 62 12.73 0.0039
2022-01-19 2021-12-31 13F WELLTOWER INC COM REIT 95040Q104 640 -250 -28.09 55 -24.66 0.0034
2021-10-15 2021-09-30 13F WELLTOWER INC COM REIT 95040Q104 890 4 0.45 73 -1.35 0.0051
2021-07-06 2021-06-30 13F WELLTOWER INC COM REIT 95040Q104 886 89 11.17 74 29.82 0.0049
2021-04-14 2021-03-31 13F WELLTOWER INC COM REIT 95040Q104 797 5 0.63 57 11.76 0.0041
2021-02-04 2020-12-31 13F WELLTOWER INC COM REIT 95040Q104 792 5 0.64 51 18.60 0.0041
2020-11-06 2020-09-30 13F WELLTOWER INC COM REIT 95040Q104 787 5 0.64 43 7.50 0.0037
2020-08-26 2020-06-30 13F WELLTOWER INC COM REIT 95040Q104 782 -436 -35.80 40 -28.57 0.0032
2020-05-14 2020-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,218 6 0.50 56 -43.43 0.0052
2020-02-12 2019-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,212 -1,465 -54.73 99 -59.26 0.0084
2019-10-23 2019-09-30 13F WELLTOWER INC COM REIT 95040Q104 2,677 223 9.09 243 21.50 0.0223
2019-07-15 2019-06-30 13F WELLTOWER INC COM REIT 95040Q104 2,454 1,951 387.87 200 412.82 0.0221
2019-05-14 2019-03-31 13F WELLTOWER INC COM REIT 95040Q104 503 5 1.00 39 11.43 0.0048
2019-02-08 2018-12-31 13F WELLTOWER INC COM REIT 95040Q104 498 7 1.43 35 9.38 0.0048
2018-11-14 2018-09-30 13F WELLTOWER INC COM REIT 95040Q104 491 6 1.24 32 6.67 0.0040
2018-07-26 2018-06-30 13F WELLTOWER INC COM REIT 95040Q104 485 -13 -2.61 30 11.11 0.0041
2018-05-08 2018-03-31 13F WELLTOWER INC COM REIT 95040Q104 498 28 5.96 27 -10.00 0.0037
2018-02-27 2017-12-31 13F WELLTOWER INC COM REIT 95040Q104 470 470 30 0.0046
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.