Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership3,845 shares
Latest Disclosed Value $ 760,297
Advisory Services Network, LLC reports 14.43% increase in ownership of WELL / Welltower Inc.

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 3,845 shares of Welltower Inc. (US:WELL) valued at $760,195 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,360 shares of Welltower Inc.. This represents a change in shares of 14.43% during the quarter. The current value of the position is $772,268 USD.

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)
2026-05-15 2026-03-31 13F WELLTOWER INC COM REIT 95040Q104 3,845 485 14.43 760 21.99 0.0070
2026-02-17 2025-12-31 13F WELLTOWER INC COM REIT 95040Q104 3,360 968 40.47 624 46.24 0.0088
2025-11-18 2025-09-30 13F WELLTOWER REIT 95040Q104 2,392 149 6.64 426 15.14 0.0062
2025-08-19 2025-06-30 13F WELLTOWER REIT 95040Q104 2,243 -349 -13.46 370 -6.80 0.0060
2025-05-15 2025-03-31 13F WELLTOWER REIT 95040Q104 2,592 -53 -2.00 397 19.22 0.0076
2025-02-13 2024-12-31 13F WELLTOWER REIT 95040Q104 2,645 -264 -9.08 333 9.90 0.0062
2024-11-14 2024-09-30 13F WELLTOWER REIT 95040Q104 2,909 0 0.00 303 0.00 0.0063
2024-08-13 2024-06-30 13F WELLTOWER REIT 95040Q104 2,909 -340 -10.46 303 0.00 0.0063
2024-05-06 2024-03-31 13F WELLTOWER REIT 95040Q104 3,249 10 0.31 304 3.77 0.0067
2024-02-09 2023-12-31 13F WELLTOWER REIT 95040Q104 3,239 -300 -8.48 292 1.04 0.0071
2023-11-14 2023-09-30 13F WELLTOWER REIT 95040Q104 3,539 -256 -6.75 290 -5.56 0.0078
2023-08-09 2023-06-30 13F WELLTOWER REIT 95040Q104 3,795 -91 -2.34 307 10.07 0.0082
2023-05-17 2023-03-31 13F WELLTOWER REIT 95040Q104 3,886 -96 -2.41 279 6.51 0.0077
2023-02-13 2022-12-31 13F WELLTOWER REIT 95040Q104 3,982 155 4.05 261 5.67 0.0080
2022-11-14 2022-09-30 13F WELLTOWER REIT 95040Q104 3,827 250 6.99 247 -15.99 0.0087
2022-08-02 2022-06-30 13F WELLTOWER REIT 95040Q104 3,577 7 0.20 294 -14.53 0.0101
2022-05-23 2022-03-31 13F WELLTOWER REIT 95040Q104 3,570 327 10.08 344 23.74 0.0101
2022-02-14 2021-12-31 13F WELLTOWER REIT 95040Q104 3,243 392 13.75 278 18.30 0.0080
2021-11-05 2021-09-30 13F WELLTOWER REIT 95040Q104 2,851 -2,110 -42.53 235 -42.96 0.0075
2021-08-12 2021-06-30 13F WELLTOWER REIT 95040Q104 4,961 192 4.03 412 20.47 0.0130
2021-05-24 2021-03-31 13F WELLTOWER REIT 95040Q104 4,769 577 13.76 342 26.67 0.0127
2021-02-09 2020-12-31 13F WELLTOWER REIT 95040Q104 4,192 -1,921 -31.42 270 -19.64 0.0108
2020-11-16 2020-09-30 13F WELLTOWER REIT 95040Q104 6,113 -2,076 -25.35 336 -20.75 0.0158
2020-08-10 2020-06-30 13F WELLTOWER REIT 95040Q104 8,189 -1,593 -16.29 424 -5.36 0.0233
2020-05-15 2020-03-31 13F WELLTOWER REIT 95040Q104 9,782 -10,379 -51.48 448 -72.82 0.0293
2020-02-04 2019-12-31 13F WELLTOWER REIT 95040Q104 20,161 5,302 35.68 1,648 36.09 0.0867
2019-11-04 2019-09-30 13F WELLTOWER REIT 95040Q104 14,859 0 0.00 1,211 0.00 0.0742
2019-08-01 2019-06-30 13F WELLTOWER REIT 95040Q104 14,859 2,272 18.05 1,211 23.95 0.0743
2019-05-20 2019-03-31 13F WELLTOWER REIT 95040Q104 12,587 -2,679 -17.55 977 -7.83 0.0686
2019-02-15 2018-12-31 13F WELLTOWER REIT 95040Q104 15,266 207 1.37 1,060 9.50 0.0925
2018-11-02 2018-09-30 13F WELLTOWER REIT 95040Q104 15,059 3 0.02 968 0.00 0.0706
2018-07-27 2018-06-30 13F WELLTOWER REIT 95040Q104 15,056 -4,765 -24.04 968 -10.29 0.0737
2018-04-23 2018-03-31 13F WELLTOWER REIT 95040Q104 19,821 16,295 462.14 1,079 379.56 0.0862
2018-02-08 2017-12-31 13F WELLTOWER REIT 95040Q104 3,526 1,059 42.93 225 30.06 0.0196
2017-10-12 2017-09-30 13F WELLTOWER REIT 95040Q104 2,467 828 50.52 173 40.65 0.0198
2017-08-17 2017-06-30 13F WELLTOWER INC COM REIT 95040Q104 1,639 -182 -9.99 123 -4.65 0.0160
2017-04-28 2017-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,821 131 7.75 129 2.38 0.0187
2016-10-07 2016-09-30 13F WELLTOWER REIT 95040Q104 1,690 756 80.94 126 77.46 0.0237
2016-07-27 2016-06-30 13F WELLTOWER REIT 95040Q104 934 173 22.73 71 33.96 0.0161
2016-04-21 2016-03-31 13F WELLTOWER REIT 95040Q104 761 3 0.40 53 1.92 0.0145
2016-01-27 2015-12-31 13F WELLTOWER INC COM Stock 95040Q104 758 3 0.40 52 1.96 0.0167
2015-10-01 2015-09-30 13F WELLTOWER INC COM REIT 95040Q104 755 755 51 0.0154
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.