Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership11,929 shares
Latest Disclosed Value $ 2,359,389
Prospera Financial Services Inc reports 3.92% decrease in ownership of WELL / Welltower Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 11,929 shares of Welltower Inc. (MX:WELL) valued at $2,359,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 12,416 shares of Welltower Inc.. This represents a change in shares of -3.92% 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.

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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)
2026-04-14 2026-03-31 13F WELLTOWER COM 95040Q104 11,929 -487 -3.92 2,359 2.34 0.0380
2026-02-09 2025-12-31 13F WELLTOWER COM 95040Q104 12,416 550 4.64 2,306 9.04 0.0378
2025-11-06 2025-09-30 13F WELLTOWER COM 95040Q104 11,866 1,567 15.22 2,115 33.46 0.0361
2025-08-06 2025-06-30 13F WELLTOWER COM 95040Q104 10,299 577 5.93 1,584 6.31 0.0295
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 9,722 -249 -2.50 1,491 18.54 0.0343
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 9,971 1,521 18.00 1,257 16.17 0.0293
2024-11-07 2024-09-30 13F WELLTOWER COM 95040Q104 8,450 463 5.80 1,083 29.89 0.0276
2024-08-13 2024-06-30 13F WELLTOWER COM 95040Q104 7,987 46 0.58 833 12.26 0.0232
2024-08-13 2024-03-31 13F WELLTOWER COM 95040Q104 7,941 -390 -4.68 743 -1.20 0.0221
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 8,331 2,685 47.56 751 62.20 0.0249
2023-11-13 2023-09-30 13F WELLTOWER COM 95040Q104 5,646 1,178 26.37 463 28.25 0.0179
2023-08-08 2023-06-30 13F WELLTOWER COM 95040Q104 4,468 -3,410 -43.29 362 -36.11 0.0138
2023-05-12 2023-03-31 13F WELLTOWER COM 95040Q104 7,878 -79 -0.99 565 8.45 0.0232
2023-02-08 2022-12-31 13F WELLTOWER COM 95040Q104 7,957 609 8.29 522 10.38 0.0261
2022-10-27 2022-09-30 13F WELLTOWER COM 95040Q104 7,348 3,684 100.55 472 56.29 0.0246
2022-08-08 2022-06-30 13F WELLTOWER COM 95040Q104 3,664 -950 -20.59 302 -31.98 0.0154
2022-05-04 2022-03-31 13F WELLTOWER COM 95040Q104 4,614 78 1.72 444 14.14 0.0186
2022-02-10 2021-12-31 13F WELLTOWER COM 95040Q104 4,536 22 0.49 389 4.57 0.0168
2021-11-12 2021-09-30 13F WELLTOWER COM 95040Q104 4,514 26 0.58 372 -0.27 0.0185
2021-08-16 2021-06-30 13F/A-1 WELLTOWER COM 95040Q104 4,488 82 1.86 373 18.04 0.0187
2021-08-12 2021-06-30 13F WELLTOWER COM 95040Q104 4,488 82 373 0.0192
2021-05-06 2021-03-31 13F WELLTOWER COM 95040Q104 4,406 460 11.66 316 23.92 0.0188
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 3,946 3,803 2,659.44 255 3,087.50 0.0176
2020-11-04 2020-09-30 13F WELLTOWER COM 95040Q104 143 -3,782 -96.36 8 -96.06 0.0031
2020-08-10 2020-06-30 13F WELLTOWER COM 95040Q104 3,925 3,925 203 0.0180
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 0 -3,079 -100.00 0 -100.00
2020-02-12 2019-12-31 13F WELLTOWER COM 95040Q104 3,079 -175 -5.38 252 -14.58 0.0194
2019-10-22 2019-09-30 13F WELLTOWER COM 95040Q104 3,254 -383 -10.53 295 -1.34 0.0303
2019-08-14 2019-06-30 13F/A-1 WELLTOWER COM 95040Q104 3,637 -32 -0.87 299 7.55 0.0336
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 3,311 -358 229
2019-05-02 2019-03-31 13F WELLTOWER COM 95040Q104 3,669 358 10.81 278 21.40 0.0915
2019-02-13 2018-12-31 13F WELLTOWER COM 95040Q104 3,311 3,311 229 0.0462
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.