韋爾塔公司
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership4,102 shares
Latest Disclosed Value $ 811,035
AE Wealth Management LLC reports 18.18% increase in ownership of WELL / Welltower Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 4,102 shares of Welltower Inc. (US:WELL) valued at $811,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,471 shares of Welltower Inc.. This represents a change in shares of 18.18% during the quarter. The current value of the position is $823,887 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)
2026-05-13 2026-03-31 13F WELLTOWER COM 95040Q104 4,102 631 18.18 811 25.93 0.0044
2026-01-26 2025-12-31 13F WELLTOWER COM 95040Q104 3,471 283 8.88 644 13.58 0.0037
2025-11-03 2025-09-30 13F WELLTOWER COM 95040Q104 3,188 175 5.81 568 22.46 0.0036
2025-08-06 2025-06-30 13F WELLTOWER COM 95040Q104 3,013 930 44.65 463 45.14 0.0034
2025-05-06 2025-03-31 13F WELLTOWER COM 95040Q104 2,083 151 7.82 319 31.28 0.0027
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 1,932 315 19.48 244 17.96 0.0021
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 1,617 -1,211 -42.82 207 -29.93 0.0019
2024-08-12 2024-06-30 13F WELLTOWER COM 95040Q104 2,828 2,828 295 0.0029
2024-05-15 2024-03-31 13F WELLTOWER COM 95040Q104 0 -10,250 -100.00 0 -100.00
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 10,250 1,154 12.69 896 20.13 0.0046
2023-10-11 2023-09-30 13F WELLTOWER COM 95040Q104 9,096 580 6.81 745 8.28 0.0045
2023-07-10 2023-06-30 13F WELLTOWER COM 95040Q104 8,516 -542 -5.98 689 6.01 0.0041
2023-04-14 2023-03-31 13F WELLTOWER COM 95040Q104 9,058 -1,211 -11.79 649 -3.57 0.0042
2023-01-31 2022-12-31 13F WELLTOWER COM 95040Q104 10,269 -3,298 -24.31 673 -22.91 0.0049
2022-10-25 2022-09-30 13F WELLTOWER COM 95040Q104 13,567 5,050 59.29 873 24.54 0.0069
2022-08-03 2022-06-30 13F WELLTOWER COM 95040Q104 8,517 215 2.59 701 -12.16 0.0056
2022-04-18 2022-03-31 13F WELLTOWER COM 95040Q104 8,302 867 11.66 798 25.08 0.0055
2022-01-20 2021-12-31 13F WELLTOWER COM 95040Q104 7,435 1,427 23.75 638 28.89 0.0044
2021-11-01 2021-09-30 13F WELLTOWER COM 95040Q104 6,008 -173 -2.80 495 -3.70 0.0041
2021-07-21 2021-06-30 13F WELLTOWER COM 95040Q104 6,181 113 1.86 514 18.16 0.0045
2021-04-27 2021-03-31 13F WELLTOWER COM 95040Q104 6,068 -480 -7.33 435 2.84 0.0044
2021-02-01 2020-12-31 13F WELLTOWER COM 95040Q104 6,548 -295 -4.31 423 12.20 0.0048
2020-11-06 2020-09-30 13F WELLTOWER COM 95040Q104 6,843 -1,879 -21.54 377 -16.41 0.0054
2020-08-05 2020-06-30 13F WELLTOWER COM 95040Q104 8,722 -10,613 -54.89 451 -49.04 0.0070
2020-05-07 2020-03-31 13F WELLTOWER COM 95040Q104 19,335 1,814 10.35 885 -38.24 0.0203
2020-01-15 2019-12-31 13F WELLTOWER COM 95040Q104 17,521 3,250 22.77 1,433 10.74 0.0311
2019-11-05 2019-09-30 13F WELLTOWER COM 95040Q104 14,271 -5,102 -26.34 1,294 -18.05 0.0374
2019-07-22 2019-06-30 13F WELLTOWER COM 95040Q104 19,373 4,582 30.98 1,579 37.54 0.0474
2019-05-14 2019-03-31 13F WELLTOWER COM 95040Q104 14,791 -3,702 -20.02 1,148 -10.59 0.0798
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 18,493 -12,306 -39.96 1,284 -35.18 0.2198
2018-11-13 2018-09-30 13F WELLTOWER COM 95040Q104 30,799 19,802 180.07 1,981 187.52 0.1090
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 10,997 3,416 45.06 689 66.83 0.0469
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 7,581 641 9.24 413 -6.77 0.0319
2018-02-06 2017-12-31 13F WELLTOWER COM 95040Q104 6,940 108 1.58 443 -7.71 0.0391
2017-11-08 2017-09-30 13F WELLTOWER COM 95040Q104 6,832 -1,197 -14.91 480 -20.13 0.0445
2017-08-11 2017-06-30 13F WELLTOWER COM 95040Q104 8,029 161 2.05 601 7.90 0.0717
2017-05-10 2017-03-31 13F WELLTOWER COM 95040Q104 7,868 1,866 31.09 557 38.56 0.1032
2017-02-14 2016-12-31 13F WELLTOWER COM 95040Q104 6,002 6,002 402 0.1628
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.