웰타워(주)
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership33,720 shares
Latest Disclosed Value $ 6,666,712
Merit Financial Group, LLC reports 4.99% increase in ownership of WELL / Welltower Inc.

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 33,720 shares of Welltower Inc. (MX:WELL) valued at $6,666,712 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 32,117 shares of Welltower Inc.. This represents a change in shares of 4.99% 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)
2026-04-15 2026-03-31 13F WELLTOWER COM 95040Q104 33,720 1,603 4.99 6,667 11.83 0.0383
2026-01-26 2025-12-31 13F WELLTOWER COM 95040Q104 32,117 2,470 8.33 5,961 12.88 0.0360
2025-11-07 2025-09-30 13F/A-1 WELLTOWER COM 95040Q104 29,647 1,786 6.41 5,282 23.30 0.0485
2025-10-20 2025-09-30 13F WELLTOWER COM 95040Q104 29,648 1,787 5,282 0.0485
2025-07-22 2025-06-30 13F WELLTOWER COM 95040Q104 27,861 2,575 10.18 4,283 10.56 0.0478
2025-04-09 2025-03-31 13F WELLTOWER COM 95040Q104 25,286 729 2.97 3,874 25.21 0.0580
2025-01-15 2024-12-31 13F WELLTOWER COM 95040Q104 24,557 4,491 22.38 3,095 20.44 0.0556
2024-10-17 2024-09-30 13F WELLTOWER COM 95040Q104 20,066 -9,881 -32.99 2,569 -17.69 0.0574
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 29,947 124 0.42 3,122 9.24 0.0688
2024-05-06 2024-03-31 13F WELLTOWER COM 95040Q104 29,823 26,262 737.49 2,857 790.03 0.0681
2024-02-06 2023-12-31 13F WELLTOWER COM 95040Q104 3,561 49 1.40 321 11.85 0.0098
2023-11-07 2023-09-30 13F WELLTOWER COM 95040Q104 3,512 768 27.99 288 29.86 0.0094
2023-08-01 2023-06-30 13F WELLTOWER COM 95040Q104 2,744 2,744 222 0.0072
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.