韋爾塔公司
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership2,539 shares
Latest Disclosed Value $ 501,926
Western Wealth Management, LLC reports 8.88% increase in ownership of WELL / Welltower Inc.

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,539 shares of Welltower Inc. (MX:WELL) valued at $501,926 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,332 shares of Welltower Inc.. This represents a change in shares of 8.88% during the quarter.

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)
2026-05-19 2026-03-31 13F WELLTOWER COM 95040Q104 2,539 207 8.88 502 15.97 0.0117
2026-02-05 2025-12-31 13F WELLTOWER Common Stock 95040Q104 2,332 412 21.46 433 26.32 0.0199
2025-11-06 2025-09-30 13F WELLTOWER Common Stock 95040Q104 1,920 81 4.40 342 21.28 0.0180
2025-08-11 2025-06-30 13F WELLTOWER Common Stock 95040Q104 1,839 150 8.88 283 9.30 0.0168
2025-04-23 2025-03-31 13F WELLTOWER Common Stock 95040Q104 1,689 -694 -29.12 259 -14.00 0.0171
2025-04-16 2024-12-31 13F/A-1 WELLTOWER Common Stock 95040Q104 2,383 141 6.29 300 4.53 0.0196
2024-11-12 2024-09-30 13F WELLTOWER COM 95040Q104 2,242 216 10.66 287 36.02 0.0164
2024-07-19 2024-06-30 13F WELLTOWER COM 95040Q104 2,026 2,026 211 0.0157
2022-07-15 2022-06-30 13F WELLTOWER COM 95040Q104 0 -2,505 -100.00 0 -100.00
2022-05-10 2022-03-31 13F WELLTOWER COM 95040Q104 2,505 2,505 241 0.0117
2019-05-09 2019-03-31 13F WELLTOWER COM 95040Q104 0 -4,231 -100.00 0 -100.00
2019-02-15 2018-12-31 13F WELLTOWER COM 95040Q104 4,231 4,231 293 0.0788
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.