웰타워(주)
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionColonial Trust Advisors
Latest Disclosed Ownership1,892 shares
Latest Disclosed Value $ 374,067
Colonial Trust Advisors reports 35.92% increase in ownership of WELL / Welltower Inc.

On May 12, 2026 - Colonial Trust Advisors filed a 13F-HR form disclosing ownership of 1,892 shares of Welltower Inc. (MX:WELL) valued at $374,067 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,392 shares of Welltower Inc.. This represents a change in shares of 35.92% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,892 500 35.92 374 44.96 0.0291
2026-02-12 2025-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,392 0 0.00 258 4.45 0.0194
2025-11-10 2025-09-30 13F WELLTOWER INC COM REIT 95040Q104 1,392 -300 -17.73 248 -5.00 0.0191
2025-08-13 2025-06-30 13F WELLTOWER INC COM REIT 95040Q104 1,692 0 0.00 260 0.39 0.0215
2025-05-14 2025-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,692 -25 -1.46 259 19.91 0.0231
2025-02-13 2024-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,717 0 0.00 216 -1.37 0.0192
2024-11-12 2024-09-30 13F WELLTOWER INC COM REIT 95040Q104 1,717 0 0.00 220 23.03 0.0190
2024-08-14 2024-06-30 13F WELLTOWER INC COM REIT 95040Q104 1,717 -4 -0.23 179 11.25 0.0171
2024-05-14 2024-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,721 -26 -1.49 161 1.91 0.0159
2024-02-14 2023-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,747 2 0.11 158 10.56 0.0167
2023-11-13 2023-09-30 13F WELLTOWER INC COM REIT 95040Q104 1,745 0 0.00 143 0.71 0.0164
2023-08-14 2023-06-30 13F WELLTOWER INC COM REIT 95040Q104 1,745 2 0.11 141 13.71 0.0157
2023-05-11 2023-03-31 13F WELLTOWER INC COM REIT 95040Q104 1,743 0 0.00 125 8.77 0.0147
2023-02-14 2022-12-31 13F WELLTOWER INC COM REIT 95040Q104 1,743 1,743 114 0.0140
2020-05-06 2020-03-31 13F WELLTOWER INC COM CS 95040Q104 0 -3,150 -100.00 0 -100.00
2020-02-14 2019-12-31 13F WELLTOWER INC COM CS 95040Q104 3,150 -500 -13.70 258 -22.05 0.0428
2019-11-15 2019-09-30 13F WELLTOWER INC COM CS 95040Q104 3,650 250 7.35 331 19.49 0.0585
2019-08-21 2019-06-30 13F WELLTOWER INC COM CS 95040Q104 3,400 -850 -20.00 277 -16.06 0.0501
2019-05-15 2019-03-31 13F WELLTOWER INC COM CS 95040Q104 4,250 450 11.84 330 25.00 0.0626
2019-02-11 2018-12-31 13F WELLTOWER INC COM CS 95040Q104 3,800 -550 -12.64 264 -5.71 0.0645
2018-11-14 2018-09-30 13F WELLTOWER INC COM CS 95040Q104 4,350 0 0.00 280 2.56 0.0524
2018-08-14 2018-06-30 13F WELLTOWER INC COM CS 95040Q104 4,350 -650 -13.00 273 0.37 0.0541
2018-05-09 2018-03-31 13F WELLTOWER INC COM CS 95040Q104 5,000 -1,225 -19.68 272 -31.49 0.0555
2018-02-21 2017-12-31 13F WELLTOWER INC COM CS 95040Q104 6,225 775 14.22 397 3.66 0.0615
2017-11-14 2017-09-30 13F WELLTOWER INC COM CS 95040Q104 5,450 425 8.46 383 1.86 0.0841
2017-08-14 2017-06-30 13F WELLTOWER INC COM CS 95040Q104 5,025 0 0.00 376 4.74 0.0854
2017-05-15 2017-03-31 13F WELLTOWER INC COM CS 95040Q104 5,025 0 0.00 359 6.85 0.1105
2017-02-13 2016-12-31 13F WELLTOWER INC COM CS 95040Q104 5,025 0 0.00 336 -10.64 0.1085
2016-10-18 2016-09-30 13F WELLTOWER INC COM CS 95040Q104 5,025 -75 -1.47 376 -3.09 0.1181
2016-08-22 2016-06-30 13F WELLTOWER INC COM CS 95040Q104 5,100 0 0.00 388 9.60 0.1241
2016-05-13 2016-03-31 13F WELLTOWER INC COM CS 95040Q104 5,100 -850 -14.29 354 -12.59 0.1155
2016-02-12 2015-12-31 13F WELLTOWER INC COM CS 95040Q104 5,950 -100 -1.65 405 -1.22 0.1347
2015-11-18 2015-09-30 13F WELLTOWER INC COM CS 95040Q104 6,050 6,050 410 0.1377
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.