Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionSmith, Moore & Co.
Latest Disclosed Ownership2,070 shares
Latest Disclosed Value $ 409,247
Smith, Moore & Co. reports 10.40% increase in ownership of WELL / Welltower Inc.

On May 5, 2026 - Smith, Moore & Co. filed a 13F-HR form disclosing ownership of 2,070 shares of Welltower Inc. (US:WELL) valued at $409,260 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,875 shares of Welltower Inc.. This represents a change in shares of 10.40% during the quarter. The current value of the position is $413,151 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)
2026-05-05 2026-03-31 13F WELLTOWER INC COM REIT 95040Q104 2,070 195 10.40 409 17.87 0.0298
2026-01-23 2025-12-31 13F WELLTOWER COM 95040Q104 1,875 3 0.16 348 4.20 0.0263
2025-11-12 2025-09-30 13F WELLTOWER OM 95040Q104 1,872 414 28.40 334 48.66 0.0255
2025-08-13 2025-06-30 13F WELLTOWER COM 95040Q104 1,458 3 0.21 224 0.90 0.0188
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 1,455 1,455 223 0.0206
2021-02-16 2020-12-31 13F WELLTOWER COM 95040Q104 0 -3,967 -100.00 0 -100.00
2020-11-12 2020-09-30 13F WELLTOWER COM 95040Q104 3,967 -586 -12.87 219 -7.20 0.0455
2020-08-10 2020-06-30 13F WELLTOWER COM 95040Q104 4,553 -219 -4.59 236 8.26 0.0521
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 4,772 6 0.13 218 -44.10 0.0575
2020-02-07 2019-12-31 13F WELLTOWER COM 95040Q104 4,766 -331 -6.49 390 -15.58 0.0810
2019-11-07 2019-09-30 13F WELLTOWER COM 95040Q104 5,097 15 0.30 462 11.59 0.1022
2019-08-15 2019-06-30 13F WELLTOWER COM 95040Q104 5,082 417 8.94 414 14.36 0.0931
2019-05-07 2019-03-31 13F WELLTOWER COM 95040Q104 4,665 -70 -1.48 362 10.03 0.0861
2019-02-15 2018-12-31 13F WELLTOWER COM 95040Q104 4,735 -90 -1.87 329 6.13 0.0894
2018-11-15 2018-09-30 13F WELLTOWER COM 95040Q104 4,825 297 6.56 310 9.15 0.0707
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 4,528 46 1.03 284 16.39 0.0713
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 4,482 584 14.98 244 -2.01 0.0654
2018-02-09 2017-12-31 13F WELLTOWER COM 95040Q104 3,898 -107 -2.67 249 -11.39 0.0671
2017-11-02 2017-09-30 13F WELLTOWER COM 95040Q104 4,005 0 0.00 281 -6.33 0.0799
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 4,005 0 0.00 300 5.63 0.1006
2017-05-08 2017-03-31 13F WELLTOWER COM 95040Q104 4,005 19 0.48 284 6.37 0.1019
2017-02-02 2016-12-31 13F WELLTOWER COM 95040Q104 3,986 50 1.27 267 -9.18 0.1018
2016-11-14 2016-09-30 13F WELLTOWER COM 95040Q104 3,936 0 0.00 294 -2.00 0.1181
2016-08-10 2016-06-30 13F WELLTOWER COM 95040Q104 3,936 3,936 300 0.1243
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.