Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership1,399 shares
Latest Disclosed Value $ 276,597
Mv Capital Management, Inc. reports 1.08% increase in ownership of WELL / Welltower Inc.

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 1,399 shares of Welltower Inc. (MX:WELL) valued at $276,597 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 1,384 shares of Welltower Inc.. This represents a change in shares of 1.08% 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)
2026-04-30 2026-03-31 13F WELLTOWER COM 95040Q104 1,399 15 1.08 277 7.81 0.0271
2026-02-23 2025-12-31 13F WELLTOWER COM 95040Q104 1,384 0 0.00 257 4.07 0.0247
2026-02-23 2025-09-30 13F WELLTOWER COM 95040Q104 1,384 0 0.00 247 16.04 0.0237
2025-08-08 2025-06-30 13F WELLTOWER COM 95040Q104 1,384 -4 -0.29 213 0.00 0.0219
2025-04-15 2025-03-31 13F WELLTOWER COM 95040Q104 1,388 9 0.65 213 22.54 0.0228
2025-02-12 2024-12-31 13F WELLTOWER COM 95040Q104 1,379 -6 -0.43 174 -2.26 0.0186
2024-11-04 2024-09-30 13F WELLTOWER COM 95040Q104 1,385 6 0.44 177 23.78 0.0188
2024-08-01 2024-06-30 13F WELLTOWER COM 95040Q104 1,379 11 0.80 144 12.60 0.0162
2024-04-18 2024-03-31 13F WELLTOWER COM 95040Q104 1,368 -2 -0.15 128 3.25 0.0146
2024-01-29 2023-12-31 13F WELLTOWER COM 95040Q104 1,370 31 2.32 124 12.84 0.0156
2023-11-07 2023-09-30 13F WELLTOWER COM 95040Q104 1,339 12 0.90 110 1.87 0.0146
2023-08-03 2023-06-30 13F WELLTOWER COM 95040Q104 1,327 72 5.74 107 20.22 0.0142
2023-04-26 2023-03-31 13F WELLTOWER COM 95040Q104 1,255 32 2.62 90 11.25 0.0126
2023-01-27 2022-12-31 13F WELLTOWER COM 95040Q104 1,223 -183 -13.02 80 -11.11 0.0124
2022-10-24 2022-09-30 13F WELLTOWER COM 95040Q104 1,406 -6 -0.42 90 -22.41 0.0155
2022-07-19 2022-06-30 13F WELLTOWER COM 95040Q104 1,412 -28 -1.94 116 -15.94 0.0197
2022-05-09 2022-03-31 13F WELLTOWER COM 95040Q104 1,440 24 1.69 138 14.05 0.0208
2022-02-02 2021-12-31 13F WELLTOWER COM 95040Q104 1,416 240 20.41 121 24.74 0.0176
2021-11-12 2021-09-30 13F WELLTOWER COM 95040Q104 1,176 43 3.80 97 3.19 0.0160
2021-08-03 2021-06-30 13F WELLTOWER COM 95040Q104 1,133 819 260.83 94 327.27 0.0160
2021-05-12 2021-03-31 13F WELLTOWER COM 95040Q104 314 14 4.67 22 15.79 0.0040
2021-02-08 2020-12-31 13F WELLTOWER COM 95040Q104 300 0 0.00 19 11.76 0.0036
2020-11-12 2020-09-30 13F WELLTOWER COM 95040Q104 300 -100 -25.00 17 -19.05 0.0035
2020-08-04 2020-06-30 13F WELLTOWER COM 95040Q104 400 0 0.00 21 16.67 0.0049
2020-04-28 2020-03-31 13F WELLTOWER COM 95040Q104 400 0 0.00 18 -45.45 0.0047
2020-02-05 2019-12-31 13F WELLTOWER COM 95040Q104 400 0 0.00 33 -8.33 0.0071
2019-11-21 2019-09-30 13F WELLTOWER COM 95040Q104 400 0 0.00 36 9.09 0.0082
2019-08-07 2019-06-30 13F WELLTOWER COM 95040Q104 400 0 0.00 33 6.45 0.0076
2019-05-02 2019-03-31 13F WELLTOWER COM 95040Q104 400 0 0.00 31 10.71 0.0075
2019-02-13 2018-12-31 13F WELLTOWER COM 95040Q104 400 0 0.00 28 7.69 0.0078
2018-11-06 2018-09-30 13F WELLTOWER COM 95040Q104 400 0 0.00 26 4.00 0.0065
2018-08-14 2018-06-30 13F/A-1 WELLTOWER COM 95040Q104 400 0 0.00 25 13.64 0.0065
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 400 0 22
2018-05-09 2018-03-31 13F WELLTOWER COM 95040Q104 400 0 0.00 22 -15.38 0.0058
2018-03-05 2017-12-31 13F WELLTOWER COM 95040Q104 400 0 0.00 26 -7.14 0.0071
2017-11-15 2017-09-30 13F WELLTOWER COM 95040Q104 400 0 0.00 28 -6.67 0.0079
2017-08-01 2017-06-30 13F WELLTOWER COM 95040Q104 400 0 0.00 30 7.14 0.0089
2017-05-15 2017-03-31 13F WELLTOWER COM 95040Q104 400 -60 -13.04 28 -9.68 0.0088
2017-02-14 2016-12-31 13F WELLTOWER COM 95040Q104 460 0 0.00 31 -8.82 0.0111
2016-11-15 2016-09-30 13F WELLTOWER COM 95040Q104 460 0 0.00 34 -2.86 0.0123
2016-08-12 2016-06-30 13F WELLTOWER COM 95040Q104 460 0 0.00 35 9.38 0.0127
2016-05-13 2016-03-31 13F WELLTOWER COM 95040Q104 460 0 0.00 32 3.23 0.0130
2016-02-12 2015-12-31 13F WELLTOWER COM 95040Q104 460 0 0.00 31 0.00 0.0122
2015-11-13 2015-09-30 13F WELLTOWER COM 95040Q104 460 460 31 0.0141
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.