Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionHunter Associates Investment Management Llc
Latest Disclosed Ownership1,702 shares
Latest Disclosed Value $ 337
Hunter Associates Investment Management Llc reports 6.38% increase in ownership of WELL / Welltower Inc.

On April 27, 2026 - Hunter Associates Investment Management Llc filed a 13F-HR form disclosing ownership of 1,702 shares of Welltower Inc. (US:WELL) valued at $336,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,600 shares of Welltower Inc.. The current value of the position is $341,847 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 INC COM COM 95040Q104 1,702 102 6.38 0 0.0446
2026-01-21 2025-12-31 13F WELLTOWER INC COM COM 95040Q104 1,600 0 0.00 0 0.0397
2025-10-30 2025-09-30 13F WELLTOWER INC COM COM 95040Q104 1,600 0 0.00 0 0.0396
2025-08-05 2025-06-30 13F WELLTOWER INC COM COM 95040Q104 1,600 0 0.00 0 0.0365
2025-04-30 2025-03-31 13F WELLTOWER INC COM COM 95040Q104 1,600 0 0.00 0 0.0380
2025-01-23 2024-12-31 13F WELLTOWER INC COM COM 95040Q104 1,600 -50 -3.03 0 0.0306
2024-10-24 2024-09-30 13F WELLTOWER INC COM COM 95040Q104 1,650 1,650 0 0.0328
2024-05-01 2024-03-31 13F WELLTOWER INC COM COM 95040Q104 0 -2,400 -100.00 0 0.0000
2024-01-31 2023-12-31 13F WELLTOWER INC COM COM 95040Q104 2,400 2,400 0 0.0397
2022-11-02 2022-09-30 13F WELLTOWER INC COM COM 95040Q104 0 -2,895 -100.00 0 -100.00
2022-08-10 2022-06-30 13F WELLTOWER INC COM COM 95040Q104 2,895 2,895 237 0.0585
2021-11-12 2021-09-30 13F WELLTOWER INC COM COM 95040Q104 0 -5,505 -100.00 0 -100.00
2021-08-05 2021-06-30 13F WELLTOWER INC COM COM 95040Q104 5,505 0 0.00 394 0.00 0.0911
2021-05-10 2021-03-31 13F WELLTOWER INC COM COM 95040Q104 5,505 -2,303 -29.50 394 -21.98 0.0911
2021-01-29 2020-12-31 13F WELLTOWER INC COM COM 95040Q104 7,808 -12,174 -60.92 505 -54.13 0.1242
2020-11-10 2020-09-30 13F Welltower Inc Com COM 95040Q104 19,982 -6,948 -25.80 1,101 -21.02 0.3060
2020-08-13 2020-06-30 13F Welltower Inc Com COM 95040Q104 26,930 1,750 6.95 1,394 20.90 0.4142
2020-05-11 2020-03-31 13F WELLTOWER INC COM COM 95040Q104 25,180 2,480 10.93 1,153 -37.88 0.4468
2020-02-07 2019-12-31 13F WELLTOWER INC COM COM 95040Q104 22,700 -5,125 -18.42 1,856 -26.41 0.5761
2019-11-08 2019-09-30 13F WELLTOWER INC COM COM 95040Q104 27,825 -575 -2.02 2,522 8.94 0.8670
2019-08-08 2019-06-30 13F WELLTOWER INC COM COM 95040Q104 28,400 -550 -1.90 2,315 3.03 0.7964
2019-05-10 2019-03-31 13F WELLTOWER INC COM COM 95040Q104 28,950 500 1.76 2,247 13.77 0.7867
2019-02-11 2018-12-31 13F WELLTOWER INC COM COM 95040Q104 28,450 1,900 7.16 1,975 15.63 0.8034
2018-11-09 2018-09-30 13F WELLTOWER INC COM COM 95040Q104 26,550 1,250 4.94 1,708 7.69 0.5890
2018-08-10 2018-06-30 13F WELLTOWER INC COM COM 95040Q104 25,300 11,775 87.06 1,586 115.49 0.5729
2018-05-15 2018-03-31 13F/A-1 WELLTOWER INC COM COM 95040Q104 13,525 4,400 48.22 736 26.46 0.2748
2018-05-14 2018-03-31 13F WELLTOWER INC COM COM 95040Q104 8,825 563
2018-02-15 2017-12-31 13F WELLTOWER COM 95040Q104 9,125 450 5.19 582 -4.59 0.2144
2017-11-13 2017-09-30 13F WELLTOWER COM 95040Q104 8,675 950 12.30 610 5.54 0.2377
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 7,725 1,150 17.49 578 24.03 0.2350
2017-05-10 2017-03-31 13F WELLTOWER COM 95040Q104 6,575 1,100 20.09 466 27.32 0.1960
2017-02-10 2016-12-31 13F WELLTOWER COM 95040Q104 5,475 -550 -9.13 366 -18.67 0.1562
2016-11-10 2016-09-30 13F WELLTOWER COM 95040Q104 6,025 6,025 450 0.1933
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.