웰타워(주)
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionLido Advisors, LLC
Latest Disclosed Ownership49,880 shares
Latest Disclosed Value $ 9,862,315
Lido Advisors, LLC reports 30.29% decrease in ownership of WELL / Welltower Inc.

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 49,880 shares of Welltower Inc. (MX:WELL) valued at $9,862,315 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 71,555 shares of Welltower Inc.. This represents a change in shares of -30.29% 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)
2026-05-13 2026-03-31 13F WELLTOWER COM 95040Q104 49,880 -21,675 -30.29 9,862 -23.85 0.0287
2026-02-10 2025-12-31 13F WELLTOWER COM 95040Q104 71,555 1,129 1.60 12,951 3.23 0.0387
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 70,426 28,007 66.02 12,546 92.38 0.0393
2025-08-13 2025-06-30 13F WELLTOWER COM 95040Q104 42,419 -50,336 -54.27 6,521 -54.11 0.0254
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 92,755 22,636 32.28 14,211 60.81 0.0640
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 70,119 59,136 538.43 8,837 528.52 0.0402
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 10,983 698 6.79 1,406 31.16 0.0070
2024-08-15 2024-06-30 13F WELLTOWER COM 95040Q104 10,285 953 10.21 1,072 22.94 0.0060
2024-05-15 2024-03-31 13F WELLTOWER COM 95040Q104 9,332 23 0.25 872 3.93 0.0051
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 9,309 -1,294 -12.20 839 -3.34 0.0057
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 10,603 484 4.78 869 6.11 0.0066
2023-08-09 2023-06-30 13F WELLTOWER COM 95040Q104 10,119 134 1.34 819 14.41 0.0058
2023-05-15 2023-03-31 13F WELLTOWER COM 95040Q104 9,985 2,264 29.32 716 41.30 0.0070
2023-02-14 2022-12-31 13F WELLTOWER COM 95040Q104 7,721 618 8.70 506 10.96 0.0062
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 7,103 -476 -6.28 456 -26.92 0.0057
2022-08-15 2022-06-30 13F WELLTOWER COM 95040Q104 7,579 424 5.93 624 -9.17 0.0083
2022-05-17 2022-03-31 13F WELLTOWER COM 95040Q104 7,155 137 1.95 687 14.31 0.0077
2022-02-15 2021-12-31 13F WELLTOWER COM 95040Q104 7,018 -677 -8.80 601 -5.21 0.0065
2022-02-15 2021-09-30 13F/A-1 WELLTOWER COM 95040Q104 7,695 1,180 18.11 634 17.19 0.0089
2021-11-12 2021-09-30 13F WELLTOWER COM 95040Q104 12,018 5,503 555 0.0072
2021-08-12 2021-06-30 13F WELLTOWER COM 95040Q104 6,515 235 3.74 541 20.22 0.0075
2021-05-13 2021-03-31 13F WELLTOWER COM 95040Q104 6,280 175 2.87 450 14.21 0.0131
2021-02-08 2020-12-31 13F WELLTOWER COM 95040Q104 6,105 -618 -9.19 394 6.49 0.0132
2020-11-12 2020-09-30 13F WELLTOWER COM 95040Q104 6,723 143 2.17 370 8.50 0.0159
2020-08-12 2020-06-30 13F WELLTOWER COM 95040Q104 6,580 -11,085 -62.75 341 -57.85 0.0166
2020-05-13 2020-03-31 13F WELLTOWER COM 95040Q104 17,665 1,049 6.31 809 -40.47 0.0522
2020-02-07 2019-12-31 13F WELLTOWER COM 95040Q104 16,616 1,168 7.56 1,359 -2.93 0.0791
2019-11-12 2019-09-30 13F WELLTOWER COM 95040Q104 15,448 642 4.34 1,400 15.99 0.1088
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 14,806 -19 -0.13 1,207 4.96 0.1022
2019-05-10 2019-03-31 13F WELLTOWER COM 95040Q104 14,825 4,405 42.27 1,150 59.06 0.1028
2019-02-14 2018-12-31 13F WELLTOWER COM 95040Q104 10,420 -4,439 -29.87 723 -24.29 0.1000
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 14,859 5,857 65.06 955 69.33 0.1233
2018-08-14 2018-06-30 13F WELLTOWER COM 95040Q104 9,002 612 7.29 564 23.68 0.0855
2018-05-09 2018-03-31 13F WELLTOWER COM 95040Q104 8,390 8,390 456 0.0789
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.