Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionPinnacle Bancorp, Inc.
Latest Disclosed Ownership450 shares
Latest Disclosed Value $ 88,970
Pinnacle Bancorp, Inc. ownership in WELL / Welltower Inc.

On April 22, 2026 - Pinnacle Bancorp, Inc. filed a 13F-HR form disclosing ownership of 450 shares of Welltower Inc. (US:WELL) valued at $88,970 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 450 shares of Welltower Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $89,816 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)
2026-04-22 2026-03-31 13F Welltower COM 95040Q104 450 0 0.00 89 6.02 0.0263
2026-01-22 2025-12-31 13F Welltower COM 95040Q104 450 0 0.00 84 3.75 0.0245
2025-10-24 2025-09-30 13F Welltower COM 95040Q104 450 0 0.00 80 15.94 0.0237
2025-07-11 2025-06-30 13F Welltower COM 95040Q104 450 0 0.00 69 1.47 0.0213
2025-04-23 2025-03-31 13F Welltower COM 95040Q104 450 0 0.00 69 21.43 0.0225
2025-01-14 2024-12-31 13F Welltower COM 95040Q104 450 0 0.00 57 -1.75 0.0184
2024-10-09 2024-09-30 13F Welltower COM 95040Q104 450 0 0.00 58 23.91 0.0154
2024-07-15 2024-06-30 13F Welltower COM 95040Q104 450 0 0.00 47 9.52 0.0139
2024-04-16 2024-03-31 13F Welltower COM 95040Q104 450 0 0.00 42 5.00 0.0124
2024-01-25 2023-12-31 13F Welltower COM 95040Q104 450 0 0.00 41 11.11 0.0133
2023-10-18 2023-09-30 13F Welltower COM 95040Q104 450 0 0.00 37 0.00 0.0131
2023-07-14 2023-06-30 13F Welltower COM 95040Q104 450 0 0.00 36 12.50 0.0124
2023-04-14 2023-03-31 13F Welltower COM 95040Q104 450 0 0.00 32 0.0118
2023-01-24 2022-12-31 13F Welltower COM 95040Q104 450 0 0.00 0 -100.00 0.0112
2022-10-25 2022-09-30 13F Welltower COM 95040Q104 450 0 0.00 29 -21.62 0.0125
2022-07-12 2022-06-30 13F Welltower COM 95040Q104 450 0 0.00 37 -13.95 0.0152
2022-04-14 2022-03-31 13F Welltower COM 95040Q104 450 0 0.00 43 10.26 0.0149
2022-01-19 2021-12-31 13F Welltower COM 95040Q104 450 0 0.00 39 5.41 0.0138
2021-10-12 2021-09-30 13F Welltower COM 95040Q104 450 0 0.00 37 0.00 0.0148
2021-07-15 2021-06-30 13F Welltower COM 95040Q104 450 0 0.00 37 15.63 0.0169
2021-04-26 2021-03-31 13F Welltower COM 95040Q104 450 0 0.00 32 10.34 0.0155
2021-01-13 2020-12-31 13F Welltower COM 95040Q104 450 -95 -17.43 29 -3.33 0.0179
2020-10-13 2020-09-30 13F Welltower COM 95040Q104 545 0 0.00 30 7.14 0.0211
2020-07-07 2020-06-30 13F Welltower COM 95040Q104 545 0 0.00 28 12.00 0.0208
2020-04-09 2020-03-31 13F Welltower COM 95040Q104 545 0 0.00 25 -44.44 0.0214
2020-01-10 2019-12-31 13F Welltower COM 95040Q104 545 0 0.00 45 -8.16 0.0312
2019-10-08 2019-09-30 13F Welltower COM 95040Q104 545 0 0.00 49 11.36 0.0280
2019-07-08 2019-06-30 13F Welltower COM 95040Q104 545 -195 -26.35 44 -22.81 0.0247
2019-04-05 2019-03-31 13F Welltower COM 95040Q104 740 -30 -3.90 57 7.55 0.0331
2019-03-20 2018-12-31 13F Welltower COM 95040Q104 770 -178 -18.78 53 -20.90 0.0326
2017-04-17 2017-03-31 13F Welltower COM 95040Q104 948 948 67 0.0474
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.