Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionParallel Advisors, LLC
Latest Disclosed Ownership7,111 shares
Latest Disclosed Value $ 1,320,024
Parallel Advisors, LLC reports 9.47% increase in ownership of WELL / Welltower Inc.

On February 11, 2026 - Parallel Advisors, LLC filed a 13F-HR form disclosing ownership of 7,111 shares of Welltower Inc. (US:WELL) valued at $1,319,873 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 6,496 shares of Welltower Inc.. This represents a change in shares of 9.47% during the quarter. The current value of the position is $1,419,284 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)
2026-02-11 2025-12-31 13F WELLTOWER INC COM REIT 95040Q104 7,111 615 9.47 1,320 14.09 0.0241
2025-11-13 2025-09-30 13F WELLTOWER INC COM REIT 95040Q104 6,496 475 7.89 1,157 25.08 0.0212
2025-07-08 2025-06-30 13F WELLTOWER INC COM REIT 95040Q104 6,021 580 10.66 926 11.04 0.0185
2025-04-08 2025-03-31 13F WELLTOWER INC COM REIT 95040Q104 5,441 859 18.75 834 44.37 0.0188
2025-02-10 2024-12-31 13F WELLTOWER INC COM REIT 95040Q104 4,582 721 18.67 577 16.80 0.0130
2024-11-13 2024-09-30 13F WELLTOWER INC COM REIT 95040Q104 3,861 841 27.85 494 57.32 0.0116
2024-08-08 2024-06-30 13F WELLTOWER INC COM REIT 95040Q104 3,020 61 2.06 315 13.77 0.0081
2024-05-06 2024-03-31 13F WELLTOWER INC COM REIT 95040Q104 2,959 400 15.63 276 20.00 0.0075
2024-02-12 2023-12-31 13F WELLTOWER INC COM REIT 95040Q104 2,559 390 17.98 231 29.94 0.0068
2024-05-20 2023-09-30 13F/A-1 WELLTOWER INC COM REIT 95040Q104 2,169 104 5.04 178 5.99 0.0059
2023-11-14 2023-09-30 13F WELLTOWER INC COM REIT 95040Q104 2,169 104 178 0.0059
2024-05-20 2023-06-30 13F/A-1 WELLTOWER INC COM REIT 95040Q104 2,065 357 20.90 167 36.89 0.0054
2023-08-04 2023-06-30 13F WELLTOWER INC COM REIT 95040Q104 2,065 357 167 0.0054
2024-05-20 2023-03-31 13F/A-1 WELLTOWER INC COM REIT 95040Q104 1,708 136 8.65 122 18.45 0.0041
2023-04-25 2023-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,708 136 122 0.0041
2023-02-06 2022-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,572 -360 -18.63 103 -16.94 0.0045
2022-11-10 2022-09-30 13F WELLTOWER INC COM REIT 95040Q104 1,932 -49 -2.47 124 -23.93 0.0057
2022-08-01 2022-06-30 13F WELLTOWER INC COM REIT 95040Q104 1,981 -82 -3.97 163 -19.31 0.0075
2022-04-28 2022-03-31 13F WELLTOWER INC COM REIT 95040Q104 2,063 111 5.69 202 20.96 0.0080
2022-01-20 2021-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,952 -87 -4.27 167 -0.60 0.0062
2021-11-02 2021-09-30 13F/A-1 WELLTOWER INC COM REIT 95040Q104 2,039 410 25.17 168 24.44 0.0068
2021-10-22 2021-09-30 13F WELLTOWER INC COM REIT 95040Q104 1,629 0 135 0.0057
2021-08-06 2021-06-30 13F WELLTOWER INC COM REIT 95040Q104 1,629 389 31.37 135 51.69 0.0057
2021-04-23 2021-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,240 100 8.77 89 20.27 0.0042
2021-02-02 2020-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,140 -210 -15.56 74 0.00 0.0040
2020-10-27 2020-09-30 13F WELLTOWER INC COM REIT 95040Q104 1,350 -7 -0.52 74 5.71 0.0046
2020-07-16 2020-06-30 13F WELLTOWER INC COM REIT 95040Q104 1,357 -124 -8.37 70 4.48 0.0046
2020-04-27 2020-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,481 -839 -36.16 67 -64.74 0.0054
2020-01-30 2019-12-31 13F WELLTOWER INC COM REIT 95040Q104 2,320 -27 -1.15 190 -10.80 0.0143
2019-11-01 2019-09-30 13F WELLTOWER INC COM REIT 95040Q104 2,347 464 24.64 213 38.31 0.0182
2019-08-05 2019-06-30 13F WELLTOWER INC COM REIT 95040Q104 1,883 -121 -6.04 154 -1.28 0.0150
2019-05-01 2019-03-31 13F HEALTH CARE REIT REIT 95040Q104 2,004 759 60.96 156 81.40 0.0175
2019-02-05 2018-12-31 13F HEALTH CARE REIT REIT 95040Q104 1,245 0 0.00 86 7.50 0.0120
2018-11-01 2018-09-30 13F HEALTH CARE REIT REIT 95040Q104 1,245 1 0.08 80 2.56 0.0099
2018-07-30 2018-06-30 13F HEALTH CARE REIT REIT 95040Q104 1,244 444 55.50 78 77.27 0.0112
2018-05-08 2018-03-31 13F HEALTH CARE REIT REIT 95040Q104 800 -157 -16.41 44 -27.87 0.0069
2018-02-13 2017-12-31 13F WELLTOWER INC COM REIT 95040Q104 957 -1 -0.10 61 -6.15 0.0100
2017-11-15 2017-09-30 13F/A-1 WELLTOWER INC COM REIT 95040Q104 958 2 0.21 65 -7.14 0.0112
2017-08-07 2017-06-30 13F WELLTOWER INC COM REIT 95040Q104 956 -47 -4.69 70 0.00 0.0132
2017-05-12 2017-03-31 13F/A-1 WELLTOWER INC COM REIT 95040Q104 1,003 332 49.48 70 55.56 0.0139
2017-05-12 2017-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,003 70
2017-02-14 2016-12-31 13F WELLTOWER INC COM REIT 95040Q104 671 671 45 0.0106
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.