웰타워(주)
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionAptus Capital Advisors, LLC
Latest Disclosed Ownership52,419 shares
Latest Disclosed Value $ 10,363,760
Aptus Capital Advisors, LLC reports 3.42% decrease in ownership of WELL / Welltower Inc.

On May 11, 2026 - Aptus Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 52,419 shares of Welltower Inc. (MX:WELL) valued at $10,363,760 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 54,276 shares of Welltower Inc.. This represents a change in shares of -3.42% 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)
2026-05-11 2026-03-31 13F WELLTOWER COM 95040Q104 52,419 -1,857 -3.42 10,364 2.87 0.0814
2026-02-13 2025-12-31 13F WELLTOWER COM 95040Q104 54,276 2,128 4.08 10,074 8.45 0.0722
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 52,148 3,301 6.76 9,290 23.70 0.0676
2025-08-11 2025-06-30 13F WELLTOWER COM 95040Q104 48,847 3,895 8.66 7,509 9.03 0.0612
2025-05-13 2025-03-31 13F WELLTOWER COM 95040Q104 44,952 40,443 896.94 6,887 1,112.50 0.0709
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 4,509 1,213 36.80 568 34.92 0.0060
2024-11-05 2024-09-30 13F WELLTOWER COM 95040Q104 3,296 109 3.42 422 26.81 0.0063
2024-07-31 2024-06-30 13F WELLTOWER COM 95040Q104 3,187 501 18.65 332 32.80 0.0058
2024-05-15 2024-03-31 13F WELLTOWER COM 95040Q104 2,686 394 17.19 251 21.36 0.0047
2024-02-13 2023-12-31 13F WELLTOWER COM 95040Q104 2,292 2,292 207 0.0057
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.