Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership4,434 shares
Latest Disclosed Value $ 876,646
IFP Advisors, Inc reports 5.37% increase in ownership of WELL / Welltower Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 4,434 shares of Welltower Inc. (US:WELL) valued at $876,646 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,208 shares of Welltower Inc.. This represents a change in shares of 5.37% during the quarter. The current value of the position is $890,569 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)
2026-04-13 2026-03-31 13F WELLTOWER re 95040Q104 4,434 226 5.37 877 12.16 0.0182
2026-02-06 2025-12-31 13F WELLTOWER re 95040Q104 4,208 836 24.79 781 30.17 0.0175
2026-02-06 2025-09-30 13F/A-1 WELLTOWER re 95040Q104 3,372 -189 -5.31 601 7.14 0.0156
2025-12-02 2025-09-30 13F WELLTOWER re 95040Q104 3,308 -253 612 0.0158
2025-07-24 2025-06-30 13F WELLTOWER re 95040Q104 3,561 1,117 45.70 561 49.73 0.0159
2025-05-05 2025-03-31 13F WELLTOWER re 95040Q104 2,444 1,017 71.27 374 108.94 0.0115
2025-02-04 2024-12-31 13F WELLTOWER re 95040Q104 1,427 546 61.98 180 59.82 0.0059
2025-02-04 2024-09-30 13F WELLTOWER re 95040Q104 881 -67 -7.07 113 14.29 0.0041
2024-07-30 2024-06-30 13F WELLTOWER re 95040Q104 948 -80 -7.78 99 2.08 0.0039
2024-07-30 2024-03-31 13F WELLTOWER re 95040Q104 1,028 94 10.06 96 14.29 0.0042
2024-01-09 2023-12-31 13F WELLTOWER re 95040Q104 934 -125 -11.80 84 -2.33 0.0040
2023-10-12 2023-09-30 13F WELLTOWER re 95040Q104 1,059 -274 -20.56 87 -19.63 0.0039
2023-08-14 2023-06-30 13F/A-1 WELLTOWER re 95040Q104 1,333 -1,122 -45.70 108 -24.65 0.0045
2023-08-04 2023-06-30 13F WELLTOWER re 95040Q104 1,333 -1,122 77 0.0036
2023-04-18 2023-03-31 13F WELLTOWER re 95040Q104 2,455 -3,254 -57.00 142 0.0062
2023-02-07 2022-12-31 13F WELLTOWER re 95040Q104 5,709 -875 -13.29 0 -100.00 0.0095
2022-11-08 2022-09-30 13F WELLTOWER re 95040Q104 6,584 125 1.94 411 3.27 0.0107
2022-09-06 2022-06-30 13F/A-1 WELLTOWER re 95040Q104 6,459 0 0.00 398 0.00 0.0128
2022-09-06 2022-03-31 13F/A-1 WELLTOWER re 95040Q104 6,459 1,996 44.72 398 2.84 0.0128
2022-08-08 2022-03-31 13F WELLTOWER INC COM REIT 95040Q104 4,466 3 266 0.0054
2022-01-12 2021-12-31 13F WELLTOWER INC COM REIT 95040Q104 4,463 -889 -16.61 387 -12.84 0.0076
2021-10-06 2021-09-30 13F WELLTOWER INC COM REIT 95040Q104 5,352 -388 -6.76 444 -7.31 0.0089
2021-07-13 2021-06-30 13F WELLTOWER INC COM REIT 95040Q104 5,740 -14 -0.24 479 17.40 0.0099
2021-04-30 2021-03-31 13F WELLTOWER INC COM REIT 95040Q104 5,754 1,307 29.39 408 42.66 0.0079
2021-01-25 2020-12-31 13F WELLTOWER INC COM REIT 95040Q104 4,447 -888 -16.64 286 -2.72 0.0116
2020-10-29 2020-09-30 13F WELLTOWER INC COM REIT 95040Q104 5,335 -201 -3.63 294 3.16 0.0176
2020-08-05 2020-06-30 13F WELLTOWER INC COM REIT 95040Q104 5,536 -1,353 -19.64 285 -18.34 0.0226
2020-05-12 2020-03-31 13F WELLTOWER INC COM REIT 95040Q104 6,889 -613 -8.17 349 -42.50 0.0352
2020-01-17 2019-12-31 13F WELLTOWER INC COM REIT 95040Q104 7,502 2,885 62.49 607 45.56 0.0456
2019-11-07 2019-09-30 13F WELLTOWER INC COM REIT 95040Q104 4,617 1,080 30.53 417 48.93 0.0279
2019-05-15 2019-03-31 13F WELLTOWER Stock 95040Q104 3,537 -19,379 -84.57 280 -82.39 0.0382
2019-06-03 2018-12-31 13F/A-10 HEALTH CARE REIT REIT 95040Q104 22,916 -9,264 -28.79 1,590 -23.19 0.0969
2019-01-23 2018-12-31 13F HEALTH CARE REIT REIT 95040Q104 22,916 -9,264 1,590 0.0969
2019-06-03 2018-09-30 13F/A-9 HEALTH CARE REIT REIT 95040Q104 32,180 -2,344 -6.79 2,070 -4.34 0.0844
2018-10-25 2018-09-30 13F HEALTH CARE REIT REIT 95040Q104 32,180 -2,344 2,070 0.0844
2019-06-03 2018-06-30 13F/A-8 HEALTH CARE REIT REIT 95040Q104 34,524 -12,860 -27.14 2,164 -28.39 0.0910
2018-08-07 2018-06-30 13F HEALTH CARE REIT REIT 95040Q104 34,524 6,638 2,164
2019-06-03 2018-03-31 13F/A-7 WELLTOWER INC COM REIT 95040Q104 47,384 0 0.00 3,022 0.00 0.1370
2018-05-09 2018-03-31 13F HEALTH CARE REIT REIT 95040Q104 27,886 -19,498 1,518
2019-06-03 2017-12-31 13F/A-6 WELLTOWER INC COM REIT 95040Q104 47,384 -33,960 -41.75 3,022 -47.14 0.1370
2018-01-24 2017-12-31 13F WELLTOWER INC COM REIT 95040Q104 47,384 -33,960 3,022
2017-10-30 2017-09-30 13F WELLTOWER INC COM REIT 95040Q104 81,344 -1,342 -1.62 5,717 -7.63 0.2270
2019-06-03 2017-06-30 13F/A-5 WELLTOWER INC COM REIT 95040Q104 82,686 1,528 1.88 6,189 7.67 0.2624
2017-07-31 2017-06-30 13F WELLTOWER INC COM REIT 95040Q104 82,686 1,528 6,189
2019-06-03 2017-03-31 13F/A-4 WELLTOWER INC COM REIT 95040Q104 81,158 2,128 2.69 5,748 8.68 0.2503
2017-04-26 2017-03-31 13F WELLTOWER INC COM REIT 95040Q104 81,158 2,128 5,748
2019-06-03 2016-12-31 13F/A-3 WELLTOWER INC COM REIT 95040Q104 79,030 1,199 1.54 5,289 -9.11 0.2552
2017-02-14 2016-12-31 13F WELLTOWER INC COM REIT 95040Q104 79,030 1,199 5,289
2016-11-04 2016-09-30 13F WELLTOWER INC COM REIT 95040Q104 77,831 696 0.90 5,819 -0.95 0.3026
2019-06-03 2016-06-30 13F/A-2 WELLTOWER INC COM REIT 95040Q104 77,135 73,598 2,080.80 5,875 1,998.21 0.3280
2016-08-22 2016-06-30 13F WELLTOWER INC COM REIT 95040Q104 77,135 73,598 5,875
2019-06-03 2016-03-31 13F/A-1 WELLTOWER Stock 95040Q104 3,537 -55,327 -93.99 280 -93.01 0.0382
2016-05-02 2016-03-31 13F WELLTOWER INC COM REIT 95040Q104 66,358 7,494 4,601
2016-02-11 2015-12-31 13F WELLTOWER INC COM REIT 95040Q104 58,864 58,864 4,005 0.2688
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.