韋爾塔公司
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionXML Financial, LLC
Latest Disclosed Ownership1,417 shares
Latest Disclosed Value $ 280,155
XML Financial, LLC reports 14.23% decrease in ownership of WELL / Welltower Inc.

On April 16, 2026 - XML Financial, LLC filed a 13F-HR form disclosing ownership of 1,417 shares of Welltower Inc. (US:WELL) valued at $280,155 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,652 shares of Welltower Inc.. This represents a change in shares of -14.23% during the quarter. The current value of the position is $284,604 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)
2026-04-16 2026-03-31 13F WELLTOWER COM 95040Q104 1,417 -235 -14.23 280 -8.50 0.0226
2026-02-11 2025-12-31 13F WELLTOWER COM 95040Q104 1,652 318 23.84 307 29.11 0.0250
2025-10-20 2025-09-30 13F WELLTOWER COM 95040Q104 1,334 0 0.00 238 15.61 0.0193
2025-07-17 2025-06-30 13F WELLTOWER COM 95040Q104 1,334 0 0.00 205 0.49 0.0177
2025-04-22 2025-03-31 13F WELLTOWER COM 95040Q104 1,334 -456 -25.47 204 -9.33 0.0191
2025-01-17 2024-12-31 13F WELLTOWER COM 95040Q104 1,790 1 0.06 226 -1.75 0.0207
2024-11-01 2024-09-30 13F WELLTOWER COM 95040Q104 1,789 1,789 229 0.0213
2022-08-01 2022-06-30 13F WELLTOWER COM 95040Q104 0 -23,508 -100.00 0 -100.00
2022-05-02 2022-03-31 13F WELLTOWER COM 95040Q104 23,508 -399 -1.67 2,260 10.24 0.2688
2022-02-01 2021-12-31 13F WELLTOWER COM 95040Q104 23,907 -34 -0.14 2,050 3.90 0.2469
2021-11-01 2021-09-30 13F WELLTOWER COM 95040Q104 23,941 23,941 1,973 0.2634
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.