웰타워(주)
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionIFG Advisory, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
IFG Advisory, LLC closes position in WELL / Welltower Inc.

On May 12, 2026 - IFG Advisory, LLC filed a 13F-HR form disclosing ownership of 0 shares of Welltower Inc. (US:WELL) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,491 shares of Welltower Inc.. The current value of the position is $0 USD.

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)
2026-05-12 2026-03-31 13F WELLTOWER COM 95040Q104 0 -100.00 0
2026-02-10 2025-12-31 13F WELLTOWER COM 95040Q104 2,491 462
2025-11-12 2025-09-30 13F WELLTOWER COM 95040Q104 2,489 7 0.28 443 16.27 0.0202
2025-08-04 2025-06-30 13F WELLTOWER COM 95040Q104 2,482 4 0.16 382 0.53 0.0192
2025-05-08 2025-03-31 13F WELLTOWER COM 95040Q104 2,478 1 0.04 380 21.47 0.0210
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 2,477 2,477 312 0.0177
2024-10-30 2024-09-30 13F WELLTOWER Common Stock 95040Q104 0 -2,467 -100.00 0 -100.00
2024-07-30 2024-06-30 13F WELLTOWER Common Stock 95040Q104 2,467 2,467 257 0.0165
2024-05-06 2024-03-31 13F WELLTOWER Common Stock 95040Q104 0 -2,477 -100.00 0 -100.00
2024-01-17 2023-12-31 13F WELLTOWER Common Stock 95040Q104 2,477 17 0.69 223 10.95 0.0164
2023-11-13 2023-09-30 13F WELLTOWER Common Stock 95040Q104 2,460 2,460 202 0.0170
2022-10-28 2022-09-30 13F WELLTOWER Common Stock 95040Q104 0 -3,046 -100.00 0 -100.00
2022-08-04 2022-06-30 13F WELLTOWER Common Stock 95040Q104 3,046 5 0.16 250 -14.38 0.0266
2022-05-04 2022-03-31 13F WELLTOWER Common Stock 95040Q104 3,041 -4,252 -58.30 292 -53.28 0.0295
2022-02-14 2021-12-31 13F WELLTOWER Common Stock 95040Q104 7,293 -144 -1.94 625 2.12 0.0609
2021-10-12 2021-09-30 13F WELLTOWER Common Stock 95040Q104 7,437 -148 -1.95 612 -2.86 0.0659
2021-07-21 2021-06-30 13F WELLTOWER Common Stock 95040Q104 7,585 432 6.04 630 23.05 0.0701
2021-04-19 2021-03-31 13F WELLTOWER Common Stock 95040Q104 7,153 78 1.10 512 12.04 0.0638
2021-02-08 2020-12-31 13F WELLTOWER Common Stock 95040Q104 7,075 1,043 17.29 457 37.65 0.0633
2020-11-02 2020-09-30 13F WELLTOWER Common Stock 95040Q104 6,032 -837 -12.19 332 -6.48 0.0537
2020-08-10 2020-06-30 13F WELLTOWER Common Stock 95040Q104 6,869 365 5.61 355 19.53 0.0640
2020-05-11 2020-03-31 13F WELLTOWER Common Stock 95040Q104 6,504 1,158 21.66 297 -32.04 0.0663
2020-02-07 2019-12-31 13F WELLTOWER Common Stock 95040Q104 5,346 -187 -3.38 437 -12.77 0.0798
2019-11-06 2019-09-30 13F WELLTOWER Common Stock 95040Q104 5,533 -433 -7.26 501 3.09 0.0972
2019-08-06 2019-06-30 13F WELLTOWER Common Stock 95040Q104 5,966 -152 -2.48 486 2.53 0.0862
2019-05-08 2019-03-31 13F WELLTOWER Common Stock 95040Q104 6,118 567 10.21 474 23.12 0.0907
2019-02-07 2018-12-31 13F WELLTOWER Common Stock 95040Q104 5,551 500 9.90 385 18.83 0.0907
2018-11-05 2018-09-30 13F WELLTOWER Common Stock 95040Q104 5,051 -62 -1.21 324 1.25 0.0609
2018-08-02 2018-06-30 13F WELLTOWER Common Stock 95040Q104 5,113 -134 -2.55 320 12.28 0.0658
2018-04-26 2018-03-31 13F WELLTOWER Common Stock 95040Q104 5,247 697 15.32 285 -1.72 0.0634
2018-02-01 2017-12-31 13F/A-1 WELLTOWER Common Stock 95040Q104 4,550 4,550 290 0.0653
2018-01-29 2017-12-31 13F WELLTOWER Common Stock 95040Q104 27,991 284
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.