Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership6,240 shares
Latest Disclosed Value $ 1,233,757
IHT Wealth Management, LLC reports 41.05% increase in ownership of WELL / Welltower Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 6,240 shares of Welltower Inc. (US:WELL) valued at $1,233,710 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,424 shares of Welltower Inc.. This represents a change in shares of 41.05% during the quarter. The current value of the position is $1,253,304 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)
2026-05-15 2026-03-31 13F Welltower COM 95040Q104 6,240 1,816 41.05 1,234 50.18 0.0285
2026-02-17 2025-12-31 13F Welltower COM 95040Q104 4,424 42 0.96 821 5.26 0.0200
2025-11-14 2025-09-30 13F Welltower COM 95040Q104 4,382 -54 -1.22 781 14.54 0.0197
2025-08-14 2025-06-30 13F Welltower COM 95040Q104 4,436 -784 -15.02 682 -14.77 0.0187
2025-05-15 2025-03-31 13F Welltower COM 95040Q104 5,220 131 2.57 800 24.65 0.0250
2025-02-14 2024-12-31 13F Welltower COM 95040Q104 5,089 -1,461 -22.31 641 -23.42 0.0207
2024-11-14 2024-09-30 13F Welltower COM 95040Q104 6,550 1,442 28.23 838 57.33 0.0238
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 5,108 67 1.33 533 12.95 0.0199
2024-05-15 2024-03-31 13F Welltower COM 95040Q104 5,041 -56 -1.10 471 2.61 0.0189
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 5,097 103 2.06 460 12.22 0.0205
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 4,994 188 3.91 409 5.41 0.0207
2023-08-15 2023-06-30 13F WELLTOWER COM 95040Q104 4,806 -1,046 -17.87 389 -7.40 0.0202
2023-05-15 2023-03-31 13F WELLTOWER COM 95040Q104 5,852 -1,152 -16.45 420 -8.71 0.0239
2023-02-15 2022-12-31 13F WELLTOWER COM 95040Q104 7,004 1,315 23.11 459 25.41 0.0288
2022-11-22 2022-09-30 13F WELLTOWER COM 95040Q104 5,689 1,580 38.45 366 8.28 0.0278
2022-08-15 2022-06-30 13F WELLTOWER COM 95040Q104 4,109 139 3.50 338 -11.52 0.0298
2022-05-16 2022-03-31 13F WELLTOWER COM 95040Q104 3,970 -1 -0.03 382 12.02 0.0290
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 3,971 -466 -10.50 341 -6.83 0.0251
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 4,437 -295 -6.23 366 -6.87 0.0298
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 4,732 -616 -11.52 393 2.61 0.0249
2021-05-18 2021-03-31 13F WELLTOWER COM 95040Q104 5,348 1,151 27.42 383 41.33 0.0275
2021-02-17 2020-12-31 13F WELLTOWER COM 95040Q104 4,197 -128 -2.96 271 13.87 0.0225
2020-11-19 2020-09-30 13F WELLTOWER COM 95040Q104 4,325 -185 -4.10 238 2.15 0.0239
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 4,510 -3,622 -44.54 233 -37.37 0.0319
2020-05-13 2020-03-31 13F WELLTOWER COM 95040Q104 8,132 -485 -5.63 372 -47.23 0.0536
2020-02-18 2019-12-31 13F WELLTOWER COM 95040Q104 8,617 -735 -7.86 705 -15.87 0.0835
2019-11-15 2019-09-30 13F WELLTOWER COM 95040Q104 9,352 2,464 35.77 838 47.54 0.1139
2019-08-12 2019-06-30 13F WELLTOWER COM 95040Q104 6,888 561 8.87 568 15.68 0.0825
2019-05-16 2019-03-31 13F WELLTOWER COM 95040Q104 6,327 6,327 491 0.0818
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 0 -5,416 -100.00 0 -100.00
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 5,416 -231 -4.09 348 -1.69 0.0753
2018-08-13 2018-06-30 13F WELLTOWER COM 95040Q104 5,647 445 8.55 354 25.98 0.0904
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 5,202 3,273 169.67 281 132.23 0.0755
2018-02-14 2017-12-31 13F WELLTOWER COM 95040Q104 1,929 1,897 5,928.12 121 5,950.00 0.0320
2017-11-14 2017-09-30 13F WELLTOWER COM 95040Q104 32 -116 -78.38 2 0.00 0.0009
2017-08-14 2017-06-30 13F/A-1 WELLTOWER COM 95040Q104 148 0 0.00 2 -81.82 0.0010
2017-08-14 2017-06-30 13F WELLTOWER COM 95040Q104 148 0 2
2017-05-15 2017-03-31 13F WELLTOWER COM 95040Q104 148 0 0.00 11 10.00 0.0073
2017-02-14 2016-12-31 13F WELLTOWER COM 95040Q104 148 148 10 0.0076
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.