Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionCommonwealth Equity Services, Llc
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Commonwealth Equity Services, Llc closes position in WELL / Welltower Inc.

On April 27, 2026 - Commonwealth Equity Services, Llc filed a 13F-HR form disclosing ownership of 0 shares of Welltower Inc. (US:WELL) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 88,257 shares of Welltower Inc.. This represents a change in shares of -100.00% during the quarter. The current value of the position is $0 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)
2026-04-27 2026-03-31 13F WELLTOWER COM 95040Q104 0 -88,257 -100.00 0 -100.00
2026-02-12 2025-12-31 13F WELLTOWER COM 95040Q104 88,257 2,750 3.22 16,381 109,106.67 0.0218
2025-10-22 2025-09-30 13F WELLTOWER COM 95040Q104 85,507 -6,588 -7.15 15 7.14 0.0197
2025-08-06 2025-06-30 13F WELLTOWER COM 95040Q104 92,095 1,879 2.08 14 7.69 0.0187
2025-05-09 2025-03-31 13F WELLTOWER COM 95040Q104 90,216 4,631 5.41 14 30.00 0.0196
2025-02-10 2024-12-31 13F WELLTOWER COM 95040Q104 85,585 -10,227 -10.67 11 -16.67 0.0158
2024-10-18 2024-09-30 13F WELLTOWER COM 95040Q104 95,812 -898 -0.93 12 20.00 0.0186
2024-07-31 2024-06-30 13F WELLTOWER COM 95040Q104 96,710 597 0.62 10 25.00 0.0160
2024-04-29 2024-03-31 13F WELLTOWER COM 95040Q104 96,113 -502 -0.52 9 0.00 0.0149
2024-02-06 2023-12-31 13F WELLTOWER COM 95040Q104 96,615 -18,368 -15.97 9 -11.11 0.0160
2023-10-23 2023-09-30 13F WELLTOWER COM 95040Q104 114,983 -1,212 -1.04 9 0.00 0.0195
2023-08-10 2023-06-30 13F WELLTOWER COM 95040Q104 116,195 2,297 2.02 9 12.50 0.0191
2023-05-11 2023-03-31 13F WELLTOWER COM 95040Q104 113,898 -2,997 -2.56 8 14.29 0.0171
2023-02-07 2022-12-31 13F WELLTOWER COM 95040Q104 116,895 4,332 3.85 8 -99.90 0.0184
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 112,563 -31,569 -21.90 7,240 -39.00 0.0187
2022-07-19 2022-06-30 13F WELLTOWER COM 95040Q104 144,132 30,664 27.02 11,869 8.81 0.0309
2022-05-04 2022-03-31 13F WELLTOWER COM 95040Q104 113,468 186 0.16 10,908 12.27 0.0249
2022-01-31 2021-12-31 13F WELLTOWER COM 95040Q104 113,282 3,020 2.74 9,716 6.95 0.0219
2021-10-29 2021-09-30 13F WELLTOWER COM 95040Q104 110,262 -702 -0.63 9,085 -1.47 0.0228
2021-08-11 2021-06-30 13F WELLTOWER COM 95040Q104 110,964 -1,819 -1.61 9,221 14.15 0.0234
2021-05-04 2021-03-31 13F WELLTOWER COM 95040Q104 112,783 -2,725 -2.36 8,078 8.23 0.0229
2021-02-11 2020-12-31 13F WELLTOWER COM 95040Q104 115,508 -5,010 -4.16 7,464 12.43 0.0225
2020-11-05 2020-09-30 13F WELLTOWER COM 95040Q104 120,518 -5,365 -4.26 6,639 1.92 0.0227
2020-08-12 2020-06-30 13F WELLTOWER COM 95040Q104 125,883 -7,028 -5.29 6,514 7.07 0.0246
2020-05-11 2020-03-31 13F WELLTOWER COM 95040Q104 132,911 -640 -0.48 6,084 -44.29 0.0283
2020-02-05 2019-12-31 13F WELLTOWER COM 95040Q104 133,551 6,345 4.99 10,921 -5.29 0.0416
2019-10-30 2019-09-30 13F WELLTOWER COM 95040Q104 127,206 1,678 1.34 11,531 12.67 0.0492
2019-07-19 2019-06-30 13F WELLTOWER COM 95040Q104 125,528 2,270 1.84 10,234 7.01 0.0451
2019-05-13 2019-03-31 13F WELLTOWER COM 95040Q104 123,258 3,109 2.59 9,564 14.69 0.0441
2019-02-11 2018-12-31 13F WELLTOWER COM 95040Q104 120,149 1,739 1.47 8,339 9.49 0.0443
2018-11-06 2018-09-30 13F WELLTOWER COM 95040Q104 118,410 8,865 8.09 7,616 10.91 0.0365
2018-07-31 2018-06-30 13F WELLTOWER COM 95040Q104 109,545 2,523 2.36 6,867 17.89 0.0359
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 107,022 -2,012 -1.85 5,825 -16.22 0.0316
2018-02-12 2017-12-31 13F WELLTOWER COM 95040Q104 109,034 109,034 6,953 0.0380
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.