Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership138 shares
Latest Disclosed Value $ 27,283
IMA Wealth, Inc. reports 2.22% increase in ownership of WELL / Welltower Inc.

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 138 shares of Welltower Inc. (US:WELL) valued at $27,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 135 shares of Welltower Inc.. This represents a change in shares of 2.22% during the quarter. The current value of the position is $27,717 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)
2026-05-06 2026-03-31 13F Welltower Inc Com Common Stock 95040Q104 138 3 2.22 27 8.00 0.0027
2026-02-11 2025-12-31 13F Welltower Inc Com Common Stock 95040Q104 135 28 26.17 25 31.58 0.0024
2025-11-06 2025-09-30 13F Welltower Inc Com Common Stock 95040Q104 107 0 0.00 19 18.75 0.0019
2025-08-08 2025-06-30 13F Welltower Inc Com Common Stock 95040Q104 107 4 3.88 16 6.67 0.0018
2025-05-06 2025-03-31 13F Welltower Inc Com Common Stock 95040Q104 103 103 16 0.0019
2025-02-14 2024-12-31 13F Welltower Inc Com Common Stock 95040Q104 0 -103 -100.00 0 -100.00
2024-11-14 2024-09-30 13F Welltower Inc Com Common Stock 95040Q104 103 103 13 0.0029
2024-02-05 2023-12-31 13F WELLTOWER COM 95040Q104 0 -155 -100.00 0 -100.00
2023-11-28 2023-09-30 13F WELLTOWER COM 95040Q104 155 0 0.00 13 0.00 0.0033
2023-08-15 2023-06-30 13F WELLTOWER COM 95040Q104 155 0 0.00 13 9.09 0.0032
2023-05-16 2023-03-31 13F WELLTOWER COM 95040Q104 155 0 0.00 11 10.00 0.0029
2023-02-16 2022-12-31 13F WELLTOWER COM 95040Q104 155 0 0.00 10 0.00 0.0027
2022-11-15 2022-09-30 13F WELLTOWER COM 95040Q104 155 0 0.00 10 -23.08 0.0027
2022-08-18 2022-06-30 13F WELLTOWER COM 95040Q104 155 0 0.00 13 -13.33 0.0032
2022-06-13 2022-03-31 13F WELLTOWER COM 95040Q104 155 0 0.00 15 15.38 0.0034
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 155 0 0.00 13 0.00 0.0029
2021-11-03 2021-09-30 13F WELLTOWER COM 95040Q104 155 0 0.00 13 0.00 0.0031
2021-08-13 2021-06-30 13F WELLTOWER COM 95040Q104 155 0 0.00 13 18.18 0.0030
2021-05-13 2021-03-31 13F WELLTOWER COM 95040Q104 155 52 50.49 11 57.14 0.0027
2021-02-08 2020-12-31 13F WELLTOWER COM 95040Q104 103 0 0.00 7 16.67 0.0020
2020-11-16 2020-09-30 13F WELLTOWER COM 95040Q104 103 0 0.00 6 20.00 0.0020
2020-08-13 2020-06-30 13F WELLTOWER COM 95040Q104 103 0 0.00 5 0.00 0.0018
2020-04-14 2020-03-31 13F WELLTOWER COM 95040Q104 103 0 0.00 5 -37.50 0.0022
2020-02-24 2019-12-31 13F WELLTOWER COM 95040Q104 103 0 0.00 8 -11.11 0.0030
2019-10-29 2019-09-30 13F WELLTOWER COM 95040Q104 103 0 0.00 9 12.50 0.0034
2019-07-19 2019-06-30 13F WELLTOWER COM 95040Q104 103 0 0.00 8 0.00 0.0030
2019-05-09 2019-03-31 13F WELLTOWER COM 95040Q104 103 0 0.00 8 14.29 0.0031
2019-01-15 2018-12-31 13F WELLTOWER COM 95040Q104 103 0 0.00 7 0.00 0.0033
2018-10-18 2018-09-30 13F WELLTOWER COM 95040Q104 103 -114 -52.53 7 -50.00 0.0027
2018-08-01 2018-06-30 13F WELLTOWER COM 95040Q104 217 217 14 0.0058
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.