Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionAlps Advisors Inc
Latest Disclosed Ownership2,400 shares
Latest Disclosed Value $ 474,504
Alps Advisors Inc reports 10.11% decrease in ownership of WELL / Welltower Inc.

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 2,400 shares of Welltower Inc. (US:WELL) valued at $474,504 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,670 shares of Welltower Inc.. This represents a change in shares of -10.11% during the quarter. The current value of the position is $479,016 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.

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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)
2026-05-08 2026-03-31 13F WELLTOWER COM 95040Q104 2,400 -270 -10.11 475 -4.24 0.0020
2026-02-12 2025-12-31 13F WELLTOWER COM 95040Q104 2,670 135 5.33 496 9.76 0.0029
2025-11-05 2025-09-30 13F WELLTOWER COM 95040Q104 2,535 0 0.00 452 15.94 0.0025
2025-08-11 2025-06-30 13F WELLTOWER COM 95040Q104 2,535 -1,265 -33.29 390 -33.16 0.0022
2025-04-30 2025-03-31 13F WELLTOWER COM 95040Q104 3,800 995 35.47 582 64.87 0.0034
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 2,805 2,805 354 0.0022
2020-02-07 2019-12-31 13F WELLTOWER COMMON STOCK 95040Q104 0 -20,294 -100.00 0 -100.00
2019-11-04 2019-09-30 13F WELLTOWER COMMON STOCK 95040Q104 20,294 310 1.55 1,840 12.95 0.0143
2019-08-07 2019-06-30 13F WELLTOWER COMMON STOCK 95040Q104 19,984 -1,232 -5.81 1,629 -1.03 0.0121
2019-05-01 2019-03-31 13F WELLTOWER COMMON STOCK 95040Q104 21,216 -882 -3.99 1,646 7.30 0.0117
2019-02-04 2018-12-31 13F WELLTOWER COMMON STOCK 95040Q104 22,098 -686 -3.01 1,534 4.71 0.0119
2018-10-25 2018-09-30 13F WELLTOWER COMMON STOCK 95040Q104 22,784 -1,207 -5.03 1,465 -2.59 0.0096
2018-08-02 2018-06-30 13F/A-2 WELLTOWER COMMON STOCK 95040Q104 23,991 -2,407 -9.12 1,504 4.66 0.0098
2018-07-31 2018-06-30 13F/A-1 Welltower COMMON STOCK 95040Q104 30,785 4,387 1,963 12,551.6750
2018-07-25 2018-06-30 13F Welltower COMMON STOCK 95040Q104 30,785 4,387 1,963
2018-05-01 2018-03-31 13F WELLTOWER COMMON STOCK 95040Q104 26,398 -4,387 -14.25 1,437 -26.80 0.0114
2018-02-20 2017-12-31 13F/A-1 Welltower COMMON STOCK 95040Q104 30,785 3,522 12.92 1,963 2.45 0.0136
2018-02-05 2017-12-31 13F Welltower COMMON STOCK 95040Q104 30,785 3,522 1,963
2017-11-03 2017-09-30 13F Welltower COMMON STOCK 95040Q104 27,263 -3,507 -11.40 1,916 -16.80 0.0136
2017-08-03 2017-06-30 13F Welltower COMMON STOCK 95040Q104 30,770 -170 -0.55 2,303 16.78 0.0161
2017-05-12 2017-03-31 13F Welltower COMMON STOCK 95040Q104 30,940 -3,253 -9.51 1,972 -13.85 0.0136
2017-01-24 2016-12-31 13F Welltower Common Stock 95040Q104 34,193 -4,038 -10.56 2,289 -19.94 0.0169
2016-11-02 2016-09-30 13F Welltower Inc REIT Common Stock 95040Q104 38,231 -2,111 -5.23 2,859 -6.96 0.0233
2016-07-27 2016-06-30 13F Welltower Common Stock 95040Q104 40,342 -1,201 -2.89 3,073 6.66 0.0272
2016-05-10 2016-03-31 13F Welltower Common Stock 95040Q104 41,543 -1,531 -3.55 2,881 -1.67 0.0297
2016-02-05 2015-12-31 13F Welltower Common Stock 95040Q104 43,074 -1,245 -2.81 2,930 -90.24 0.0286
2015-11-13 2015-09-30 13F Welltower Common Stock 95040Q104 44,319 44,319 30,013 0.0316
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.