Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership87,079 shares
Latest Disclosed Value $ 17,216,389
Wealthfront Advisers Llc reports 5.87% increase in ownership of WELL / Welltower Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 87,079 shares of Welltower Inc. (US:WELL) valued at $17,216,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 82,248 shares of Welltower Inc.. This represents a change in shares of 5.87% during the quarter. The current value of the position is $17,489,817 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 COM 95040Q104 87,079 4,831 5.87 17,216 12.77 0.0378
2026-01-30 2025-12-31 13F WELLTOWER COM 95040Q104 82,248 4,313 5.53 15,266 9.96 0.0341
2025-11-06 2025-09-30 13F WELLTOWER COM 95040Q104 77,935 16,645 27.16 13,883 47.35 0.0326
2025-07-31 2025-06-30 13F WELLTOWER COM 95040Q104 61,290 5,590 10.04 9,422 10.42 0.0243
2025-05-02 2025-03-31 13F WELLTOWER COM 95040Q104 55,700 9,398 20.30 8,534 46.24 0.0229
2025-04-01 2024-12-31 13F/A-1 WELLTOWER COM 95040Q104 46,302 1,682 3.77 5,835 2.15 0.0171
2025-02-07 2024-12-31 13F WELLTOWER COM 95040Q104 36,282 -8,338 4,122 0.0125
2024-11-12 2024-09-30 13F WELLTOWER COM 95040Q104 44,620 -37 -0.08 5,713 22.71 0.0176
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 44,657 5,572 14.26 4,655 27.46 0.0157
2024-04-19 2024-03-31 13F WELLTOWER COM 95040Q104 39,085 -2,419 -5.83 3,652 -2.41 0.0128
2024-02-09 2023-12-31 13F WELLTOWER COM 95040Q104 41,504 7,641 22.56 3,742 34.90 0.0144
2023-11-01 2023-09-30 13F WELLTOWER COM 95040Q104 33,863 10,407 44.37 2,774 46.23 0.0119
2023-08-07 2023-06-30 13F WELLTOWER COM 95040Q104 23,456 4,355 22.80 1,897 38.57 0.0080
2023-04-28 2023-03-31 13F WELLTOWER COM 95040Q104 19,101 2,375 14.20 1,369 24.91 0.0062
2023-02-10 2022-12-31 13F WELLTOWER COM 95040Q104 16,726 -767 -4.38 1,096 -2.58 0.0053
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 17,493 -6,905 -28.30 1,125 -44.00 0.0060
2022-07-20 2022-06-30 13F WELLTOWER COM 95040Q104 24,398 -4,553 -15.73 2,009 -27.84 0.0101
2022-05-16 2022-03-31 13F WELLTOWER COM 95040Q104 28,951 2,993 11.53 2,784 25.01 0.0122
2022-01-21 2021-12-31 13F WELLTOWER COM 95040Q104 25,958 -7,995 -23.55 2,227 -20.41 0.0094
2021-11-15 2021-09-30 13F WELLTOWER COM 95040Q104 33,953 7,865 30.15 2,798 29.06 0.0130
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 26,088 5,792 28.54 2,168 49.11 0.0103
2021-05-14 2021-03-31 13F WELLTOWER COM 95040Q104 20,296 5,502 37.19 1,454 52.09 0.0078
2021-02-16 2020-12-31 13F WELLTOWER COM 95040Q104 14,794 6,609 80.75 956 111.97 0.0057
2020-11-16 2020-09-30 13F WELLTOWER COM 95040Q104 8,185 3,464 73.37 451 84.84 0.0032
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 4,721 -42,703 -90.05 244 -88.76 0.0019
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 47,424 8,152 20.76 2,171 -32.41 0.0197
2020-01-21 2019-12-31 13F WELLTOWER COM 95040Q104 39,272 -3,017 -7.13 3,212 -16.20 0.0238
2019-10-15 2019-09-30 13F WELLTOWER COM 95040Q104 42,289 5,742 15.71 3,833 28.62 0.0321
2019-08-13 2019-06-30 13F WELLTOWER COM 95040Q104 36,547 -3,660 -9.10 2,980 -4.49 0.0259
2019-05-13 2019-03-31 13F WELLTOWER COM 95040Q104 40,207 10,927 37.32 3,120 53.54 0.0289
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 29,280 29,280 2,032 0.0216
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.