Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionAspire Private Capital, LLC
Latest Disclosed Ownership1,358 shares
Latest Disclosed Value $ 268,536
Aspire Private Capital, LLC reports 0.15% increase in ownership of WELL / Welltower Inc.

On April 22, 2026 - Aspire Private Capital, LLC filed a 13F-HR form disclosing ownership of 1,358 shares of Welltower Inc. (MX:WELL) valued at $268,536 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,356 shares of Welltower Inc.. This represents a change in shares of 0.15% 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)
2026-04-22 2026-03-31 13F WELLTOWER COM 95040Q104 1,358 2 0.15 269 6.77 0.0332
2026-01-16 2025-12-31 13F WELLTOWER COM 95040Q104 1,356 2 0.15 252 4.15 0.0560
2025-11-19 2025-09-30 13F/A-1 WELLTOWER COM 95040Q104 1,354 2 0.15 241 16.43 0.0530
2025-10-29 2025-09-30 13F WELLTOWER COM 95040Q104 1,352 0 208 0.0389
2025-07-22 2025-06-30 13F WELLTOWER COM 95040Q104 1,352 2 0.15 208 0.49 0.0483
2025-04-22 2025-03-31 13F WELLTOWER COM 95040Q104 1,350 1,350 207 0.0514
2025-01-17 2024-12-31 13F WELLTOWER COM 95040Q104 0 -1,379 -100.00 0 -100.00
2024-10-25 2024-09-30 13F WELLTOWER COM 95040Q104 1,379 3 0.22 177 23.08 0.0420
2024-07-15 2024-06-30 13F WELLTOWER COM 95040Q104 1,376 3 0.22 143 11.72 0.0370
2024-04-18 2024-03-31 13F WELLTOWER COM 95040Q104 1,373 3 0.22 128 4.07 0.0338
2024-02-01 2023-12-31 13F WELLTOWER COM 95040Q104 1,370 3 0.22 124 9.82 0.0366
2023-11-03 2023-09-30 13F WELLTOWER COM 95040Q104 1,367 3 0.22 112 1.82 0.0365
2023-07-24 2023-06-30 13F WELLTOWER COM 95040Q104 1,364 143 11.71 110 26.44 0.0351
2023-05-30 2023-03-31 13F/A-1 WELLTOWER COM 95040Q104 1,221 2 0.16 88 10.13 0.0291
2023-05-03 2023-03-31 13F WELLTOWER COM 95040Q104 1,221 2 87,531 0.0291
2023-05-30 2022-12-31 13F/A-1 WELLTOWER COM 95040Q104 1,219 928 318.90 80 315.79 0.0287
2023-02-14 2022-12-31 13F WELLTOWER COM 95040Q104 1,219 928 80 0.0287
2022-11-10 2022-09-30 13F WELLTOWER COM 95040Q104 291 2 0.69 19 -20.83 0.0072
2022-08-01 2022-06-30 13F WELLTOWER COM 95040Q104 289 2 0.70 24 -14.29 0.0086
2022-05-10 2022-03-31 13F WELLTOWER COM 95040Q104 287 2 0.70 28 16.67 0.0089
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 285 2 0.71 24 4.35 0.0075
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 283 23 0.00 0.0077
2021-08-09 2021-06-30 13F WELLTOWER COM 95040Q104 23 15.00 0.0074
2021-05-26 2021-03-31 13F WELLTOWER COM 95040Q104 278 183 192.63 20 233.33 0.0070
2021-02-16 2020-12-31 13F Welltower COM 95040Q104 95 0 0.00 6 20.00 0.0023
2020-11-13 2020-09-30 13F Welltower COM 95040Q104 95 5 -97.85 0.0020
2020-05-14 2020-03-31 13F Welltower Inc Com COM 95040Q104 233 -37.70 0.1265
2020-02-11 2019-12-31 13F WELLTOWER COM 95040Q104 374 -12.41 0.1619
2019-11-12 2019-09-30 13F WELLTOWER COM 95040Q104 427 6.75 0.2029
2019-08-13 2019-06-30 13F WELLTOWER COM 95040Q104 4,910 -2,411 -32.93 400 -29.58 0.1910
2019-05-13 2019-03-31 13F WELLTOWER COM 95040Q104 7,321 -320 -4.19 568 7.17 0.2861
2019-02-25 2018-12-31 13F/A-1 Welltower Inc Com Com 95040Q104 7,641 7,641 530 0.3061
2019-02-14 2018-12-31 13F Welltower Inc Com Com 95040Q104 764 530
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.