韋爾塔公司
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionWebster Bank, N. A.
Latest Disclosed Ownership700 shares
Latest Disclosed Value $ 138,397
Webster Bank, N. A. ownership in WELL / Welltower Inc.

On April 17, 2026 - Webster Bank, N. A. filed a 13F-HR form disclosing ownership of 700 shares of Welltower Inc. (US:WELL) valued at $138,397 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 700 shares of Welltower Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $140,595 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)
2026-04-17 2026-03-31 13F WELLTOWER COM 95040Q104 700 0 0.00 138 6.98 0.0131
2026-01-23 2025-12-31 13F WELLTOWER COM 95040Q104 700 0 0.00 130 4.03 0.0122
2025-10-23 2025-09-30 13F WELLTOWER COM 95040Q104 700 0 0.00 125 15.89 0.0120
2025-07-08 2025-06-30 13F WELLTOWER COM 95040Q104 700 0 0.00 108 0.00 0.0111
2025-04-04 2025-03-31 13F WELLTOWER COM 95040Q104 700 0 0.00 107 21.59 0.0118
2025-01-22 2024-12-31 13F WELLTOWER INC COM COM 95040Q104 700 0 0.00 88 -1.12 0.0095
2024-10-10 2024-09-30 13F WELLTOWER INC COM COM 95040Q104 700 0 0.00 90 23.61 0.0095
2024-07-12 2024-06-30 13F WELLTOWER INC COM COM 95040Q104 700 0 0.00 73 10.77 0.0080
2024-04-16 2024-03-31 13F WELLTOWER INC COM COM 95040Q104 700 0 0.00 65 3.17 0.0073
2024-01-23 2023-12-31 13F WELLTOWER INC COM COM 95040Q104 700 0 0.00 63 10.53 0.0077
2023-10-10 2023-09-30 13F WELLTOWER INC COM COM 95040Q104 700 -40 -5.41 57 -3.39 0.0078
2023-07-13 2023-06-30 13F WELLTOWER INC COM COM 95040Q104 740 0 0.00 60 11.32 0.0077
2023-04-13 2023-03-31 13F WELLTOWER INC COM COM 95040Q104 740 0 0.00 53 0.0069
2023-01-18 2022-12-31 13F WELLTOWER INC COM COM 95040Q104 740 0 0.00 0 -100.00 0.0066
2022-10-24 2022-09-30 13F WELLTOWER INC COM COM 95040Q104 740 0 0.00 48 -21.31 0.0070
2022-07-12 2022-06-30 13F WELLTOWER INC COM COM 95040Q104 740 0 0.00 61 -14.08 0.0083
2022-04-13 2022-03-31 13F WELLTOWER INC COM COM 95040Q104 740 0 0.00 71 12.70 0.0051
2022-01-12 2021-12-31 13F WELLTOWER INC COM COM 95040Q104 740 0 0.00 63 3.28 0.0065
2021-10-12 2021-09-30 13F WELLTOWER INC COM COM 95040Q104 740 0 0.00 61 0.00 0.0068
2021-07-20 2021-06-30 13F WELLTOWER INC COM COM 95040Q104 740 -70 -8.64 61 5.17 0.0067
2021-05-07 2021-03-31 13F WELLTOWER INC COM COM 95040Q104 810 0 0.00 58 11.54 0.0066
2021-01-07 2020-12-31 13F WELLTOWER INC COM COM 95040Q104 810 0 0.00 52 15.56 0.0061
2020-10-22 2020-09-30 13F WELLTOWER INC COM COM 95040Q104 810 0 0.00 45 7.14 0.0059
2020-07-09 2020-06-30 13F WELLTOWER INC COM COM 95040Q104 810 0 0.00 42 13.51 0.0060
2020-04-21 2020-03-31 13F WELLTOWER INC COM COM 95040Q104 810 0 0.00 37 -43.94 0.0061
2020-01-14 2019-12-31 13F WELLTOWER INC COM COM 95040Q104 810 0 0.00 66 -9.59 0.0084
2019-10-01 2019-09-30 13F WELLTOWER INC COM COM 95040Q104 810 570 237.50 73 265.00 0.0099
2019-07-11 2019-06-30 13F WELLTOWER INC COM COM 95040Q104 240 0 0.00 20 5.26 0.0028
2019-04-10 2019-03-31 13F WELLTOWER INC COM COM 95040Q104 240 0 0.00 19 11.76 0.0027
2019-01-09 2018-12-31 13F WELLTOWER INC COM COM 95040Q104 240 -4,600 -95.04 17 -94.53 0.0027
2018-10-12 2018-09-30 13F WELLTOWER INC COM COM 95040Q104 4,840 40 0.83 311 3.32 0.0433
2018-07-12 2018-06-30 13F WELLTOWER INC COM COM 95040Q104 4,800 0 0.00 301 15.33 0.0435
2018-04-19 2018-03-31 13F Welltower COM 95040Q104 4,800 0 0.00 261 -14.71 0.0377
2018-01-23 2017-12-31 13F Welltower COM 95040Q104 4,800 0 0.00 306 -9.20 0.0421
2017-10-12 2017-09-30 13F Welltower COM 95040Q104 4,800 4,600 2,300.00 337 2,146.67 0.0490
2017-07-12 2017-06-30 13F Welltower COM 95040Q104 200 0 0.00 15 7.14 0.0022
2017-05-01 2017-03-31 13F Welltower COM 95040Q104 200 0 0.00 14 7.69 0.0021
2017-02-15 2016-12-31 13F Welltower COM 95040Q104 200 200 13 0.0019
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.