Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership7,379 shares
Latest Disclosed Value $ 1,458,902
Ancora Advisors, LLC reports 3.21% decrease in ownership of WELL / Welltower Inc.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 7,379 shares of Welltower Inc. (MX:WELL) valued at $1,458,902 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,624 shares of Welltower Inc.. This represents a change in shares of -3.21% 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.

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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)
2026-05-15 2026-03-31 13F WELLTOWER INC REIT COM 95040Q104 7,379 -245 -3.21 1,459 3.04 0.0182
2026-02-17 2025-12-31 13F WELLTOWER INC REIT COM 95040Q104 7,624 -316 -3.98 1,415 0.07 0.0292
2025-11-14 2025-09-30 13F WELLTOWER INC REIT COM 95040Q104 7,940 0 0.00 1,414 15.90 0.0283
2025-08-14 2025-06-30 13F WELLTOWER INC REIT COM 95040Q104 7,940 42 0.53 1,221 0.83 0.0253
2025-05-15 2025-03-31 13F WELLTOWER INC REIT COM 95040Q104 7,898 45 0.57 1,210 22.35 0.0270
2025-02-14 2024-12-31 13F WELLTOWER INC REIT COM 95040Q104 7,853 -270 -3.32 990 -4.81 0.0221
2024-11-14 2024-09-30 13F WELLTOWER INC REIT COM 95040Q104 8,123 -1,037 -11.32 1,040 8.91 0.0237
2024-08-14 2024-06-30 13F WELLTOWER INC REIT COM 95040Q104 9,160 -1,325 -12.64 955 -2.55 0.0237
2024-05-16 2024-03-31 13F WELLTOWER INC REIT COM 95040Q104 10,485 -425 -3.90 980 -0.41 0.0223
2024-02-14 2023-12-31 13F WELLTOWER INC REIT COM 95040Q104 10,910 283 2.66 984 12.99 0.0231
2023-11-14 2023-09-30 13F WELLTOWER INC REIT COM 95040Q104 10,627 -4,187 -28.26 871 -27.38 0.0231
2023-08-14 2023-06-30 13F WELLTOWER INC REIT COM 95040Q104 14,814 -500 -3.26 1,198 9.21 0.0315
2023-05-16 2023-03-31 13F WELLTOWER INC REIT COM 95040Q104 15,314 -883 -5.45 1,098 3.30 0.0311
2023-02-14 2022-12-31 13F WELLTOWER INC REIT COM 95040Q104 16,197 -468 -2.81 1,062 -0.93 0.0306
2022-11-14 2022-09-30 13F WELLTOWER INC REIT COM 95040Q104 16,665 -237 -1.40 1,072 -22.99 0.0331
2022-08-15 2022-06-30 13F WELLTOWER INC REIT COM 95040Q104 16,902 -2,421 -12.53 1,392 -25.08 0.0392
2022-05-16 2022-03-31 13F/A-1 WELLTOWER INC REIT COM 95040Q104 19,323 -6,782 -25.98 1,858 -17.02 0.0451
2022-05-13 2022-03-31 13F WELLTOWER INC REIT COM 95040Q104 42,590 16,485 3,051 0.0526
2022-02-14 2021-12-31 13F WELLTOWER INC REIT COM 95040Q104 26,105 -6,004 -18.70 2,239 -15.38 0.0531
2021-11-15 2021-09-30 13F WELLTOWER INC REIT COM 95040Q104 32,109 -8,374 -20.69 2,646 -21.34 0.0684
2021-11-12 2021-06-30 13F/A-1 WELLTOWER INC REIT COM 95040Q104 40,483 -2,107 -4.95 3,364 10.26 0.0879
2021-08-13 2021-06-30 13F WELLTOWER INC REIT COM 95040Q104 40,483 -2,107 3,364 0.0879
2021-11-12 2021-03-31 13F/A-1 WELLTOWER INC REIT COM 95040Q104 42,590 280 0.66 3,051 11.59 0.0843
2021-05-14 2021-03-31 13F WELLTOWER INC REIT COM 95040Q104 42,590 280 3,051 0.0843
2021-11-12 2020-12-31 13F/A-1 WELLTOWER INC REIT COM 95040Q104 42,310 785 1.89 2,734 19.49 0.0881
2021-02-12 2020-12-31 13F WELLTOWER INC REIT COM 95040Q104 42,310 785 2,734 0.0881
2021-11-12 2020-09-30 13F/A-1 WELLTOWER INC REIT COM 95040Q104 41,525 -1,392 -3.24 2,288 3.02 0.0909
2020-11-13 2020-09-30 13F WELLTOWER INC REIT COM 95040Q104 41,525 -1,392 2,288 0.0909
2021-11-12 2020-06-30 13F/A-1 WELLTOWER INC REIT COM 95040Q104 42,917 3,154 7.93 2,221 22.03 0.0930
2020-08-14 2020-06-30 13F WELLTOWER INC REIT COM 95040Q104 42,917 3,154 2,221 0.0930
2021-11-12 2020-03-31 13F/A-1 WELLTOWER INC REIT COM 95040Q104 39,763 9,551 31.61 1,820 -26.35 0.0842
2020-05-14 2020-03-31 13F WELLTOWER INC REIT COM 95040Q104 39,763 9,551 1,820 0.0842
2020-02-14 2019-12-31 13F WELLTOWER INC REIT COM 95040Q104 30,212 -1,465 -4.62 2,471 -13.96 0.0919
2019-11-19 2019-09-30 13F/A-2 WELLTOWER INC REIT COM 95040Q104 31,677 -5,157 -14.00 2,872 -4.36 0.1253
2019-11-18 2019-09-30 13F/A-1 WELLTOWER INC REIT COM 95040Q104 31,677 -5,157 2,872 0.1253
2019-11-14 2019-09-30 13F WELLTOWER INC REIT COM 95040Q104 31,677 -5,157 2,872 0.1259
2019-11-14 2019-06-30 13F/A-1 WELLTOWER INC REIT COM 95040Q104 36,834 -7,370 -16.67 3,003 -12.45 0.1346
2019-08-12 2019-06-30 13F WELLTOWER INC REIT COM 95040Q104 36,834 -7,370 3,003 124,036.8352
2019-11-14 2019-03-31 13F/A-1 WELLTOWER INC REIT COM 95040Q104 44,204 -16,450 -27.12 3,430 -18.53 0.1556
2019-05-15 2019-03-31 13F WELLTOWER INC REIT COM 95040Q104 44,204 -16,450 3,430 142,888.3867
2019-11-14 2018-12-31 13F/A-1 WELLTOWER INC REIT COM 95040Q104 60,654 -3,803 -5.90 4,210 1.54 0.2024
2019-02-14 2018-12-31 13F WELLTOWER INC REIT COM 95040Q104 60,654 -3,803 4,210
2018-11-13 2018-09-30 13F WELLTOWER INC REIT COM 95040Q104 64,457 -1,598 -2.42 4,146 0.12 0.1597
2018-08-10 2018-06-30 13F WELLTOWER INC REIT COM 95040Q104 66,055 1,616 2.51 4,141 18.08 0.1798
2018-05-15 2018-03-31 13F WELLTOWER INC REIT COM 95040Q104 64,439 21,078 48.61 3,507 26.79 0.1578
2018-02-14 2017-12-31 13F WELLTOWER INC COM COM 95040Q104 43,361 1,277 3.03 2,766 -6.49 0.1476
2017-11-14 2017-09-30 13F WELLTOWER INC COM COM 95040Q104 42,084 142 0.34 2,958 -5.80 0.1715
2017-08-14 2017-06-30 13F WELLTOWER INC COM COM 95040Q104 41,942 -1,864 -4.26 3,140 1.23 0.2034
2017-05-15 2017-03-31 13F WELLTOWER INC COM COM 95040Q104 43,806 -460 -1.04 3,102 4.69 0.2100
2017-02-14 2016-12-31 13F WELLTOWER INC COM COM 95040Q104 44,266 44,266 2,963 0.2161
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.