Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership589 shares
Latest Disclosed Value $ 116,378
Creative Financial Designs Inc /adv reports 1.03% increase in ownership of WELL / Welltower Inc.

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 589 shares of Welltower Inc. (US:WELL) valued at $116,451 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 583 shares of Welltower Inc.. This represents a change in shares of 1.03% during the quarter. The current value of the position is $118,301 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)
2026-04-13 2026-03-31 13F WELLTOWER INC COM REIT 95040Q104 589 6 1.03 116 7.41 0.0071
2026-02-06 2025-12-31 13F WELLTOWER INC COM REIT 95040Q104 583 0 0.00 108 4.85 0.0068
2025-11-12 2025-09-30 13F WELLTOWER INC COM REIT 95040Q104 583 -16 -2.67 104 11.96 0.0070
2025-08-04 2025-06-30 13F WELLTOWER INC COM REIT 95040Q104 599 16 2.74 92 3.37 0.0066
2025-04-23 2025-03-31 13F WELLTOWER INC COM REIT 95040Q104 583 44 8.16 89 32.84 0.0071
2025-02-10 2024-12-31 13F WELLTOWER INC COM REIT 95040Q104 539 -20 -3.58 68 -5.63 0.0055
2024-10-28 2024-09-30 13F WELLTOWER INC COM REIT 95040Q104 559 -33 -5.57 72 16.39 0.0060
2024-08-06 2024-06-30 13F WELLTOWER INC COM REIT 95040Q104 592 0 0.00 62 10.91 0.0055
2024-05-01 2024-03-31 13F WELLTOWER INC COM REIT 95040Q104 592 -842 -58.72 55 -57.36 0.0052
2024-01-10 2023-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,434 210 17.16 129 29.00 0.0131
2023-11-14 2023-09-30 13F WELLTOWER INC COM REIT 95040Q104 1,224 0 0.00 100 2.04 0.0117
2023-07-26 2023-06-30 13F WELLTOWER INC COM REIT 95040Q104 1,224 81 7.09 99 20.99 0.0116
2023-04-25 2023-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,143 -92 -7.45 82 1.25 0.0107
2023-02-01 2022-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,235 0 0.00 81 1.27 0.0120
2022-11-01 2022-09-30 13F WELLTOWER INC COM REIT 95040Q104 1,235 1 0.08 79 -22.55 0.0129
2022-08-01 2022-06-30 13F WELLTOWER INC COM REIT 95040Q104 1,234 -37 -2.91 102 -16.39 0.0167
2022-04-15 2022-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,271 0 0.00 122 11.93 0.0186
2022-01-26 2021-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,271 572 81.83 109 87.93 0.0164
2021-10-08 2021-09-30 13F WELLTOWER INC COM REIT 95040Q104 699 0 0.00 58 0.00 0.0096
2021-07-27 2021-06-30 13F WELLTOWER INC COM REIT 95040Q104 699 0 0.00 58 16.00 0.0101
2021-04-19 2021-03-31 13F WELLTOWER INC COM REIT 95040Q104 699 0 0.00 50 11.11 0.0098
2021-01-08 2020-12-31 13F WELLTOWER INC COM REIT 95040Q104 699 300 75.19 45 104.55 0.0096
2020-10-06 2020-09-30 13F WELLTOWER INC COM REIT 95040Q104 399 0 0.00 22 4.76 0.0054
2020-07-23 2020-06-30 13F WELLTOWER INC COM REIT 95040Q104 399 -3,828 -90.56 21 -89.18 0.0064
2020-04-22 2020-03-31 13F WELLTOWER INC COM REIT 95040Q104 4,227 368 9.54 194 -37.22 0.0998
2020-01-17 2019-12-31 13F WELLTOWER INC COM REIT 95040Q104 3,859 43 1.13 309 -9.91 0.1381
2019-10-23 2019-09-30 13F WELLTOWER INC COM REIT 95040Q104 3,816 518 15.71 343 22.06 0.1846
2019-08-07 2019-06-30 13F WELLTOWER INC COM REIT 95040Q104 3,298 1,058 47.23 281 61.49 0.1525
2019-04-23 2019-03-31 13F WELLTOWER INC COM REIT 95040Q104 2,240 1,951 675.09 174 770.00 0.1042
2019-01-24 2018-12-31 13F WELLTOWER INC COM REIT 95040Q104 289 0 0.00 20 5.26 0.0145
2018-11-02 2018-09-30 13F WELLTOWER INC COM REIT 95040Q104 289 0 0.00 19 5.56 0.0109
2018-07-13 2018-06-30 13F WELLTOWER INC COM REIT 95040Q104 289 0 0.00 18 12.50 0.0106
2018-05-02 2018-03-31 13F WELLTOWER INC COM REIT 95040Q104 289 -1,938 -87.02 16 -88.73 0.0102
2018-05-02 2017-12-31 13F WELLTOWER INC COM REIT 95040Q104 2,227 -1,208 -35.17 142 -41.08 0.0964
2018-05-02 2017-09-30 13F WELLTOWER INC COM REIT 95040Q104 3,435 -16 -0.46 241 -6.59 0.1383
2018-05-02 2017-06-30 13F WELLTOWER INC COM REIT 95040Q104 3,451 -269 -7.23 258 -1.90 0.1651
2018-05-02 2017-03-31 13F WELLTOWER INC COM REIT 95040Q104 3,720 562 17.80 263 24.64 0.1890
2018-03-14 2016-12-31 13F WELLTOWER INC COM REIT 95040Q104 3,158 3,158 211 0.1721
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.