Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionTd Private Client Wealth Llc
Latest Disclosed Ownership3,834 shares
Latest Disclosed Value $ 758,020
Td Private Client Wealth Llc reports 20.23% increase in ownership of WELL / Welltower Inc.

On April 27, 2026 - Td Private Client Wealth Llc filed a 13F-HR form disclosing ownership of 3,834 shares of Welltower Inc. (US:WELL) valued at $758,020 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,189 shares of Welltower Inc.. This represents a change in shares of 20.23% during the quarter. The current value of the position is $793,370 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)
2026-04-27 2026-03-31 13F WELLTOWER COMMON STOCK 95040Q104 3,834 645 20.23 758 28.26 0.0157
2026-02-05 2025-12-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 3,189 15 0.47 592 4.60 0.0126
2025-10-27 2025-09-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 3,174 250 8.55 565 25.84 0.0127
2025-07-15 2025-06-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 2,924 993 51.42 450 52.20 0.0110
2025-04-29 2025-03-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 1,931 390 25.31 296 52.06 0.0081
2025-02-11 2024-12-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 1,541 -46 -2.90 194 -4.43 0.0054
2024-11-18 2024-09-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 1,587 37 2.39 203 26.09 0.0058
2024-08-14 2024-06-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 1,550 97 6.68 162 19.26 0.0051
2024-08-16 2024-03-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 1,453 75 5.44 136 8.87 0.0045
2024-08-16 2023-12-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 1,378 -1,644 -54.40 124 -49.80 0.0045
2024-08-16 2023-09-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 3,022 -3,912 -56.42 248 -55.89 0.0107
2024-08-16 2023-06-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 6,934 -1,203 -14.78 561 -3.95 0.0242
2024-08-16 2023-03-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 8,137 -23 -0.28 583 9.18 0.0262
2024-08-16 2022-12-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 8,160 732 9.85 535 11.95 0.0253
2024-08-16 2022-09-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 7,428 176 2.43 478 -20.10 0.0244
2024-08-16 2022-06-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 7,252 -303 -4.01 597 -17.77 0.0291
2024-08-16 2022-03-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 7,555 555 7.93 726 21.00 0.0309
2024-08-16 2021-12-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 7,000 -61 -0.86 600 3.27 0.0249
2024-08-16 2021-09-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 7,061 -528 -6.96 582 -7.78 0.0249
2024-08-16 2021-06-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 7,589 -273 -3.47 631 11.90 0.0269
2024-08-16 2021-03-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 7,862 -2,736 -25.82 563 -17.69 0.0263
2024-08-16 2020-12-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 10,598 -1,002 -8.64 685 7.04 0.0347
2024-08-16 2020-09-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 11,600 -1,480 -11.31 639 -5.47 0.0358
2024-08-16 2020-06-30 13F WELLTOWER INC COM COMMON STOCK 95040Q104 13,080 -73,153 -84.83 677 -82.87 0.0395
2024-08-16 2020-03-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 86,233 7,952 10.16 3,948 -38.34 0.2824
2024-08-16 2019-12-31 13F WELLTOWER INC COM COMMON STOCK 95040Q104 78,281 78,281 6,402 0.3831
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.