Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionMotco
Latest Disclosed Ownership964 shares
Latest Disclosed Value $ 190,593
Motco reports 43.76% decrease in ownership of WELL / Welltower Inc.

On April 22, 2026 - Motco filed a 13F-HR form disclosing ownership of 964 shares of Welltower Inc. (US:WELL) valued at $190,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,714 shares of Welltower Inc.. This represents a change in shares of -43.76% during the quarter. The current value of the position is $193,619 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)
2026-04-22 2026-03-31 13F WELLTOWER Com 95040Q104 964 -750 -43.76 191 -40.25 0.0176
2026-02-06 2025-12-31 13F WELLTOWER Com 95040Q104 1,714 0 0.00 318 4.26 0.0288
2025-10-22 2025-09-30 13F WELLTOWER Com 95040Q104 1,714 75 4.58 305 12.96 0.0279
2025-08-01 2025-06-30 13F WELLTOWER Com 95040Q104 1,639 -357 -17.89 271 -11.48 0.0259
2025-05-07 2025-03-31 13F WELLTOWER Com 95040Q104 1,996 35 1.78 306 23.48 0.0323
2025-02-05 2024-12-31 13F WELLTOWER Com 95040Q104 1,961 0 0.00 247 -1.59 0.0254
2024-11-05 2024-09-30 13F WELLTOWER Com 95040Q104 1,961 -272 -12.18 251 8.19 0.0251
2024-08-07 2024-06-30 13F WELLTOWER Com 95040Q104 2,233 320 16.73 233 30.34 0.0137
2024-05-09 2024-03-31 13F WELLTOWER Com 95040Q104 1,913 -40 -2.05 179 1.14 0.0107
2024-02-09 2023-12-31 13F WELLTOWER Com 95040Q104 1,953 0 0.00 176 10.69 0.0113
2023-11-07 2023-09-30 13F WELLTOWER Com 95040Q104 1,953 -2 -0.10 160 0.63 0.0109
2023-08-04 2023-06-30 13F WELLTOWER Com 95040Q104 1,955 3 0.15 158 13.67 0.0104
2023-05-09 2023-03-31 13F WELLTOWER Com 95040Q104 1,952 83 4.44 140 13.93 0.0095
2023-02-10 2022-12-31 13F WELLTOWER Com 95040Q104 1,869 296 18.82 123 20.79 0.0091
2022-11-03 2022-09-30 13F WELLTOWER Com 95040Q104 1,573 0 0.00 101 -22.31 0.0080
2022-08-05 2022-06-30 13F WELLTOWER Com 95040Q104 1,573 -95 -5.70 130 -18.75 0.0098
2022-05-06 2022-03-31 13F WELLTOWER Com 95040Q104 1,668 -139 -7.69 160 3.23 0.0066
2022-02-08 2021-12-31 13F WELLTOWER Com 95040Q104 1,807 -1 -0.06 155 4.03 0.0096
2021-10-29 2021-09-30 13F WELLTOWER Com 95040Q104 1,808 0 0.00 149 -0.67 0.0097
2021-08-04 2021-06-30 13F WELLTOWER Com 95040Q104 1,808 49 2.79 150 19.05 0.0098
2021-04-16 2021-03-31 13F WELLTOWER Com 95040Q104 1,759 -434 -19.79 126 -11.27 0.0089
2021-02-05 2020-12-31 13F WELLTOWER Com 95040Q104 2,193 0 0.00 142 17.36 0.0104
2020-11-10 2020-09-30 13F WELLTOWER Com 95040Q104 2,193 -352 -13.83 121 -8.33 0.0097
2020-07-15 2020-06-30 13F WELLTOWER Com 95040Q104 2,545 825 47.97 132 67.09 0.0114
2020-05-06 2020-03-31 13F WELLTOWER Com 95040Q104 1,720 61 3.68 79 -41.91 0.0079
2020-02-06 2019-12-31 13F WELLTOWER Com 95040Q104 1,659 -199 -10.71 136 -19.05 0.0114
2019-11-05 2019-09-30 13F WELLTOWER Com 95040Q104 1,858 -138 -6.91 168 3.07 0.0151
2019-08-07 2019-06-30 13F WELLTOWER Com 95040Q104 1,996 -288 -12.61 163 -7.91 0.0152
2019-05-02 2019-03-31 13F WELLTOWER Com 95040Q104 2,284 -244 -9.65 177 1.14 0.0177
2019-02-08 2018-12-31 13F WELLTOWER Com 95040Q104 2,528 -40 -1.56 175 6.06 0.0194
2018-11-07 2018-09-30 13F WELLTOWER Com 95040Q104 2,568 -19 -0.73 165 1.85 0.0164
2018-08-08 2018-06-30 13F WELLTOWER Com 95040Q104 2,587 491 23.43 162 42.11 0.0167
2018-05-08 2018-03-31 13F WELLTOWER Com 95040Q104 2,096 -962 -31.46 114 -41.54 0.0117
2018-02-06 2017-12-31 13F WELLTOWER Com 95040Q104 3,058 280 10.08 195 0.00 0.0197
2017-11-07 2017-09-30 13F WELLTOWER Com 95040Q104 2,778 -33 -1.17 195 -7.14 0.0200
2017-08-08 2017-06-30 13F WELLTOWER Com 95040Q104 2,811 -124 -4.22 210 0.96 0.0219
2017-04-20 2017-03-31 13F WELLTOWER Com 95040Q104 2,935 153 5.50 208 11.83 0.0226
2017-02-10 2016-12-31 13F WELLTOWER Com 95040Q104 2,782 0 0.00 186 -10.58 0.0208
2016-11-08 2016-09-30 13F WELLTOWER Com 95040Q104 2,782 -361 -11.49 208 -12.97 0.0232
2016-08-05 2016-06-30 13F WELLTOWER Com 95040Q104 3,143 2,978 1,804.85 239 2,072.73 0.0265
2016-05-03 2016-03-31 13F WELLTOWER Com 95040Q104 165 0 0.00 11 0.00 0.0012
2016-02-04 2015-12-31 13F WELLTOWER Com 95040Q104 165 165 11 0.0013
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.