Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionSigma Planning Corp
Latest Disclosed Ownership8,574 shares
Latest Disclosed Value $ 1,695,225
Sigma Planning Corp reports 76.27% increase in ownership of WELL / Welltower Inc.

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 8,574 shares of Welltower Inc. (US:WELL) valued at $1,695,166 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,864 shares of Welltower Inc.. This represents a change in shares of 76.27% during the quarter. The current value of the position is $1,711,285 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)
2026-05-04 2026-03-31 13F WELLTOWER COM 95040Q104 8,574 3,710 76.27 1,695 87.92 0.0471
2026-01-30 2025-12-31 13F WELLTOWER COM 95040Q104 4,864 -3,425 -41.32 903 -38.89 0.0249
2025-11-10 2025-09-30 13F WELLTOWER COM 95040Q104 8,289 -1,402 -14.47 1,477 -0.87 0.0420
2025-08-05 2025-06-30 13F WELLTOWER COM 95040Q104 9,691 700 7.79 1,490 8.13 0.0448
2025-05-02 2025-03-31 13F WELLTOWER COM 95040Q104 8,991 2,715 43.26 1,378 74.30 0.0439
2025-02-03 2024-12-31 13F WELLTOWER COM 95040Q104 6,276 752 13.61 791 11.74 0.0248
2024-11-04 2024-09-30 13F WELLTOWER COM 95040Q104 5,524 3,448 166.09 707 227.31 0.0217
2024-08-06 2024-06-30 13F WELLTOWER COM 95040Q104 2,076 -618 -22.94 216 -13.94 0.0069
2024-05-02 2024-03-31 13F WELLTOWER COM 95040Q104 2,694 2,694 252 0.0079
2024-02-01 2023-12-31 13F WELLTOWER COM 95040Q104 0 -3,779 -100.00 0 -100.00
2023-11-06 2023-09-30 13F WELLTOWER COM 95040Q104 3,779 249 7.05 310 8.42 0.0116
2023-08-02 2023-06-30 13F WELLTOWER COM 95040Q104 3,530 -1,090 -23.59 286 -13.90 0.0103
2023-05-08 2023-03-31 13F WELLTOWER COM 95040Q104 4,620 769 19.97 331 31.35 0.0110
2023-01-24 2022-12-31 13F WELLTOWER COM 95040Q104 3,851 -3,174 -45.18 252 -44.25 0.0090
2022-11-10 2022-09-30 13F WELLTOWER COM 95040Q104 7,025 -911 -11.48 452 -30.89 0.0172
2022-08-11 2022-06-30 13F WELLTOWER COM 95040Q104 7,936 -367 -4.42 654 -18.05 0.0227
2022-04-20 2022-03-31 13F WELLTOWER COM 95040Q104 8,303 -657 -7.33 798 3.77 0.0239
2022-02-02 2021-12-31 13F HEALTH CARE REIT REIT 95040Q104 8,960 -129 -1.42 769 2.67 0.0214
2021-10-28 2021-09-30 13F WELLTOWER COM 95040Q104 9,089 396 4.56 749 3.74 0.0225
2021-08-13 2021-06-30 13F HEALTH CARE REIT REIT 95040Q104 8,693 -1,410 -13.96 722 -0.28 0.0215
2021-05-06 2021-03-31 13F HEALTH CARE REIT REIT 95040Q104 10,103 937 10.22 724 22.30 0.0231
2021-02-09 2020-12-31 13F WELLTOWER COM 95040Q104 9,166 -771 -7.76 592 8.23 0.0201
2020-11-03 2020-09-30 13F WELLTOWER COM 95040Q104 9,937 -281 -2.75 547 3.40 0.0216
2020-07-31 2020-06-30 13F WELLTOWER COM 95040Q104 10,218 33 0.32 529 13.52 0.0232
2020-05-01 2020-03-31 13F WELLTOWER COM 95040Q104 10,185 505 5.22 466 -41.16 0.0277
2020-02-03 2019-12-31 13F WELLTOWER COM 95040Q104 9,680 -548 -5.36 792 -14.56 0.0334
2019-11-01 2019-09-30 13F WELLTOWER COM 95040Q104 10,228 -88 -0.85 927 10.23 0.0445
2019-08-01 2019-06-30 13F WELLTOWER COM 95040Q104 10,316 71 0.69 841 5.79 0.0433
2019-05-01 2019-03-31 13F WELLTOWER COM 95040Q104 10,245 197 1.96 795 14.06 0.0451
2019-01-31 2018-12-31 13F WELLTOWER COM 95040Q104 10,048 149 1.51 697 9.42 0.0507
2018-11-07 2018-09-30 13F WELLTOWER COM 95040Q104 9,899 -196 -1.94 637 0.63 0.0374
2018-08-02 2018-06-30 13F WELLTOWER COM 95040Q104 10,095 -949 -8.59 633 5.32 0.0424
2018-05-11 2018-03-31 13F WELLTOWER COM 95040Q104 11,044 -1,747 -13.66 601 -26.35 0.0439
2018-02-07 2017-12-31 13F WELLTOWER COM 95040Q104 12,791 -375 -2.85 816 -11.78 0.0629
2017-11-06 2017-09-30 13F WELLTOWER COM 95040Q104 13,166 1,409 11.98 925 5.11 0.0763
2017-08-02 2017-06-30 13F WELLTOWER COM 95040Q104 11,757 -1,374 -10.46 880 -5.38 0.0827
2017-04-24 2017-03-31 13F WELLTOWER COM 95040Q104 13,131 -4,121 -23.89 930 -19.48 0.0901
2017-01-23 2016-12-31 13F WELLTOWER COM 95040Q104 17,252 3,475 25.22 1,155 12.14 0.1262
2016-11-07 2016-09-30 13F WELLTOWER COM 95040Q104 13,777 2,398 21.07 1,030 18.80 0.1221
2016-07-22 2016-06-30 13F WELLTOWER COM 95040Q104 11,379 405 3.69 867 13.93 0.1130
2016-04-18 2016-03-31 13F WELLTOWER COM 95040Q104 10,974 -95 -0.86 761 1.06 0.1040
2016-01-20 2015-12-31 13F WELLTOWER COM 95040Q104 11,069 399 3.74 753 4.15 0.1054
2015-11-02 2015-09-30 13F WELLTOWER COM 95040Q104 10,670 10,670 723 0.1145
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.