Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership77 shares
Latest Disclosed Value $ 15,224
Heritage Wealth Advisors reports 48.08% increase in ownership of WELL / Welltower Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 77 shares of Welltower Inc. (MX:WELL) valued at $15,224 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 52 shares of Welltower Inc.. This represents a change in shares of 48.08% 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)
2026-05-13 2026-03-31 13F Welltower Inc Com COM 95040Q104 77 25 48.08 15 66.67 0.0006
2026-02-13 2025-12-31 13F Welltower Inc Com COM 95040Q104 52 0 0.00 10 0.00 0.0004
2025-11-13 2025-09-30 13F Welltower Inc Com COM 95040Q104 52 0 0.00 9 28.57 0.0004
2025-08-11 2025-06-30 13F Welltower Inc Com COM 95040Q104 52 52 8 0.0004
2024-05-08 2024-03-31 13F Welltower Inc Com COM 95040Q104 0 -31 -100.00 0 -100.00
2024-02-12 2023-12-31 13F Welltower Inc Com COM 95040Q104 31 27 675.00 3 0.0001
2024-12-12 2023-09-30 13F/A-1 Welltower Inc Com COM 95040Q104 4 4 0 0.0000
2023-11-09 2023-09-30 13F Welltower Inc Com COM 95040Q104 4 4 0 0.0000
2023-05-04 2023-03-31 13F Welltower Inc Com ETF 95040Q104 0 -330 -100.00 0 -100.00
2024-12-12 2022-12-31 13F/A-1 Welltower Inc Com ETF 95040Q104 330 0 0.00 22 0.00 0.0013
2023-02-07 2022-12-31 13F Welltower Inc Com ETF 95040Q104 330 0 22 0.0013
2024-12-12 2022-09-30 13F/A-1 Welltower Inc Com ETF 95040Q104 330 0 0.00 21 0.0015
2022-11-10 2022-09-30 13F Welltower Inc Com ETF 95040Q104 330 0 0 0.0015
2022-08-04 2022-06-30 13F Welltower Inc Com ETF 95040Q104 330 0 0.00 0 0.0019
2022-05-11 2022-03-31 13F Welltower Inc Com ETF 95040Q104 330 0 0.00 0 0.0018
2022-03-28 2021-12-31 13F/A-1 Welltower Inc Com COM 95040Q104 330 0 0.00 0 -100.00 0.0015
2022-02-02 2021-12-31 13F Welltower Inc Com COM 95040Q104 330 0 28 0.0016
2021-11-02 2021-09-30 13F Welltower Inc Com COM 95040Q104 330 0 0.00 27 0.00 0.0017
2021-08-09 2021-06-30 13F/A-1 Welltower Inc Com COM 95040Q104 330 0 0.00 27 17.39 0.0017
2021-07-27 2021-06-30 13F Welltower Inc Com COM 95040Q104 330 0 21 0.0013
2021-04-27 2021-03-31 13F Welltower Inc Com COM 95040Q104 330 0 0.00 24 9.52 0.0014
2021-02-01 2020-12-31 13F Welltower Inc Com COM 95040Q104 330 0 0.00 21 16.67 0.0013
2020-11-03 2020-09-30 13F Welltower Inc Com COM 95040Q104 330 0 0.00 18 5.88 0.0023
2020-07-17 2020-06-30 13F/A-1 Welltower Inc Com COM 95040Q104 330 0 0.00 17 13.33 0.0024
2020-07-17 2020-06-30 13F Welltower Inc Com COM 95040Q104 41 -289 17 2,378.9699
2020-05-05 2020-03-31 13F Welltower Inc Com COM 95040Q104 330 -665 -66.83 15 -81.48 0.0027
2020-02-04 2019-12-31 13F Welltower Inc Com COM 95040Q104 995 13 1.32 81 -8.99 0.0107
2019-10-30 2019-09-30 13F Welltower Inc Com COM 95040Q104 982 615 167.57 89 206.90 0.0131
2019-08-05 2019-06-30 13F Welltower Inc Com COM 95040Q104 367 -79 -17.71 30 -14.71 0.0046
2019-05-06 2019-03-31 13F Welltower Inc Com COM 95040Q104 446 367 464.56 35 580.00 0.0057
2019-01-26 2018-12-31 13F Welltower Inc Com COM 95040Q104 79 0 0.00 5 0.00 0.0010
2018-11-14 2018-09-30 13F Welltower Inc Com COM 95040Q104 79 79 5 0.0010
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.