Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership95 shares
Latest Disclosed Value $ 18,751
Winch Advisory Services, LLC ownership in WELL / Welltower Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 95 shares of Welltower Inc. (MX:WELL) valued at $18,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 95 shares of Welltower Inc.. This represents a change in shares of 0.00% 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 95 0 0.00 19 5.88 0.0043
2026-02-03 2025-12-31 13F WELLTOWER COM 95040Q104 95 1 1.06 18 6.25 0.0039
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 94 0 0.00 17 14.29 0.0038
2025-08-07 2025-06-30 13F WELLTOWER COM 95040Q104 94 1 1.08 14 0.00 0.0035
2025-05-06 2025-03-31 13F WELLTOWER COM 95040Q104 93 0 0.00 14 27.27 0.0038
2025-01-14 2024-12-31 13F WELLTOWER COM 95040Q104 93 1 1.09 12 0.00 0.0030
2024-10-21 2024-09-30 13F WELLTOWER COM 95040Q104 92 -162 -63.78 12 -57.69 0.0033
2024-07-31 2024-06-30 13F WELLTOWER COM 95040Q104 254 1 0.40 27 13.04 0.0076
2024-05-14 2024-03-31 13F WELLTOWER COM 95040Q104 253 2 0.80 24 4.55 0.0072
2024-01-18 2023-12-31 13F WELLTOWER COM 95040Q104 251 1 0.40 23 0.0075
2023-11-06 2023-09-30 13F WELLTOWER COM 95040Q104 250 2 0.81 0 0.0073
2023-08-08 2023-06-30 13F WELLTOWER COM 95040Q104 248 2 0.81 0 0.0072
2023-05-10 2023-03-31 13F WELLTOWER COM 95040Q104 246 2 0.82 0 0.0070
2023-01-26 2022-12-31 13F WELLTOWER COM 95040Q104 244 2 0.83 0 -100.00 0.0068
2022-10-31 2022-09-30 13F WELLTOWER COM 95040Q104 242 2 0.83 16 -20.00 0.0069
2022-08-12 2022-06-30 13F WELLTOWER COM 95040Q104 240 2 0.84 20 -13.04 0.0082
2022-04-26 2022-03-31 13F WELLTOWER INC COM USD1 COM 95040Q104 238 0 0.00 23 15.00 0.0080
2022-02-04 2021-12-31 13F WELLTOWER INC COM USD1 COM 95040Q104 238 2 0.85 20 5.26 0.0066
2021-11-10 2021-09-30 13F WELLTOWER INC COM USD1 COM 95040Q104 236 2 0.85 19 0.00 0.0066
2021-08-05 2021-06-30 13F WELLTOWER INC COM USD1 COM 95040Q104 234 2 0.86 19 11.76 0.0068
2021-05-03 2021-03-31 13F WELLTOWER INC COM USD1 COM 95040Q104 232 2 0.87 17 13.33 0.0068
2021-02-09 2020-12-31 13F WELLTOWER INC COM USD1 COM 95040Q104 230 -124 -35.03 15 -25.00 0.0062
2020-11-04 2020-09-30 13F WELLTOWER INC COM COM 95040Q104 354 -31 -8.05 20 0.00 0.0085
2020-08-12 2020-06-30 13F WELLTOWER INC COM COM 95040Q104 385 5 1.32 20 17.65 0.0095
2020-05-13 2020-03-31 13F WELLTOWER INC COM COM 95040Q104 380 4 1.06 17 -45.16 0.0085
2020-02-12 2019-12-31 13F WELLTOWER INC COM COM 95040Q104 376 4 1.08 31 -8.82 0.0147
2019-11-13 2019-09-30 13F WELLTOWER INC COM COM 95040Q104 372 3 0.81 34 13.33 0.0177
2019-08-07 2019-06-30 13F WELLTOWER INC COM COM 95040Q104 369 -47 -11.30 30 -6.25 0.0156
2019-05-13 2019-03-31 13F WELLTOWER INC COM COM 95040Q104 416 55 15.24 32 28.00 0.0177
2019-02-05 2018-12-31 13F WELLTOWER INC COM COM 95040Q104 361 -6 -1.63 25 4.17 0.0139
2018-11-13 2018-09-30 13F WELLTOWER INC COM COM 95040Q104 367 80 27.87 24 33.33 0.0121
2018-08-13 2018-06-30 13F WELLTOWER INC COM COM 95040Q104 287 4 1.41 18 20.00 0.0097
2018-05-11 2018-03-31 13F WELLTOWER INC COM COM 95040Q104 283 5 1.80 15 -16.67 0.0088
2018-02-13 2017-12-31 13F WELLTOWER INC COM COM 95040Q104 278 3 1.09 18 -5.26 0.0108
2017-11-13 2017-09-30 13F WELLTOWER INC COM COM 95040Q104 275 141 105.22 19 90.00 0.0124
2017-08-07 2017-06-30 13F Health Care REIT COM 95040Q104 134 134 10 0.0063
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.