Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionSkopos Labs, Inc.
Latest Disclosed Ownership16,015 shares
Latest Disclosed Value $ 3,166,213
Skopos Labs, Inc. reports 37.53% increase in ownership of WELL / Welltower Inc.

On April 29, 2026 - Skopos Labs, Inc. filed a 13F-HR form disclosing ownership of 16,015 shares of Welltower Inc. (US:WELL) valued at $3,166,326 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,645 shares of Welltower Inc.. This represents a change in shares of 37.53% during the quarter. The current value of the position is $3,313,984 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)
2026-04-29 2026-03-31 13F WELLTOWER COM 95040Q104 16,015 4,370 37.53 3,166 43.39 0.0989
2026-02-12 2025-12-31 13F WELLTOWER COM 95040Q104 11,645 5,671 94.93 2,208 143.17 0.1018
2025-11-14 2025-09-30 13F/A-2 WELLTOWER COM 95040Q104 5,974 91 1.55 909 40.34 0.1227
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 8,466 2,583 1,508 0.1042
2025-08-14 2025-06-30 13F/A-1 WELLTOWER COM 95040Q104 5,883 2,102 55.59 648 11.74 0.0850
2025-08-12 2025-06-30 13F WELLTOWER COM 95040Q104 3,781 0 579 0.1251
2025-05-13 2025-03-31 13F WELLTOWER COM 95040Q104 3,781 1,922 103.39 579 147.44 0.1251
2025-01-15 2024-12-31 13F WELLTOWER COM 95040Q104 1,859 147 8.59 234 6.85 0.0698
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 1,712 1,712 219 0.0721
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.