Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionKinneret Advisory, LLC
Latest Disclosed Ownership18,451 shares
Latest Disclosed Value $ 3,647,947
Kinneret Advisory, LLC reports 4.25% decrease in ownership of WELL / Welltower Inc.

On May 14, 2026 - Kinneret Advisory, LLC filed a 13F-HR form disclosing ownership of 18,451 shares of Welltower Inc. (MX:WELL) valued at $3,647,947 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 19,269 shares of Welltower Inc.. This represents a change in shares of -4.25% 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)
2026-05-14 2026-03-31 13F WELLTOWER COM 95040Q104 18,451 -818 -4.25 3,648 1.99 0.3458
2026-02-12 2025-12-31 13F WELLTOWER COM 95040Q104 19,269 -527 -2.66 3,577 1.42 0.3029
2025-11-05 2025-09-30 13F WELLTOWER COM 95040Q104 19,796 -89 -0.45 3,526 15.38 0.3001
2025-07-25 2025-06-30 13F WELLTOWER COM 95040Q104 19,885 -30 -0.15 3,057 0.16 0.2783
2025-07-21 2025-03-31 13F/A-1 WELLTOWER COM 95040Q104 19,915 -67 -0.34 3,051 21.17 0.3075
2025-04-29 2025-03-31 13F WELLTOWER COM 95040Q104 13,407 -6,575 2,054 0.3076
2025-02-03 2024-12-31 13F WELLTOWER COM 95040Q104 19,982 -931 -4.45 2,518 -5.94 0.2377
2024-11-04 2024-09-30 13F WELLTOWER COM 95040Q104 20,913 -274 -1.29 2,677 21.24 0.2457
2024-07-26 2024-06-30 13F WELLTOWER COM 95040Q104 21,187 -9,113 -30.08 2,209 -22.01 0.2119
2024-04-25 2024-03-31 13F WELLTOWER COM 95040Q104 30,300 -94 -0.31 2,831 3.32 0.2830
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 30,394 -193 -0.63 2,741 9.38 0.3034
2023-10-12 2023-09-30 13F WELLTOWER COM 95040Q104 30,587 -18 -0.06 2,506 1.21 0.3095
2023-08-02 2023-06-30 13F WELLTOWER COM 95040Q104 30,605 0 0.00 2,476 12.81 0.2932
2023-04-27 2023-03-31 13F WELLTOWER COM 95040Q104 30,605 -1,644 -5.10 2,194 3.83 0.2834
2023-02-14 2022-12-31 13F WELLTOWER COM 95040Q104 32,249 28,116 680.28 2,114 694.36 0.2794
2022-11-02 2022-09-30 13F WELLTOWER COM 95040Q104 4,133 0 0.00 266 -21.76 0.0369
2022-08-04 2022-06-30 13F WELLTOWER COM 95040Q104 4,133 88 2.18 340 -12.60 0.0441
2022-05-13 2022-03-31 13F WELLTOWER COM 95040Q104 4,045 90 2.28 389 14.75 0.0427
2022-02-08 2021-12-31 13F WELLTOWER COM 95040Q104 3,955 0 0.00 339 3.99 0.0351
2021-11-09 2021-09-30 13F WELLTOWER COM 95040Q104 3,955 0 0.00 326 -0.91 0.0382
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 3,955 0 0.00 329 16.25 0.0389
2021-05-13 2021-03-31 13F WELLTOWER COM 95040Q104 3,955 0 0.00 283 10.55 0.0363
2021-02-11 2020-12-31 13F WELLTOWER COM 95040Q104 3,955 0 0.00 256 17.43 0.0347
2020-11-13 2020-09-30 13F WELLTOWER COM 95040Q104 3,955 -127 -3.11 218 3.32 0.0330
2020-08-12 2020-06-30 13F WELLTOWER COM 95040Q104 4,082 4,082 211 0.0339
2020-05-13 2020-03-31 13F WELLTOWER COM 95040Q104 0 -3,627 -100.00 0 -100.00
2020-02-10 2019-12-31 13F WELLTOWER COM 95040Q104 3,627 0 0.00 297 -9.73 0.0540
2019-11-13 2019-09-30 13F WELLTOWER COM 95040Q104 3,627 0 0.00 329 11.15 0.0655
2019-08-13 2019-06-30 13F WELLTOWER COM 95040Q104 3,627 0 0.00 296 5.34 0.0600
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 3,627 3,627 281 0.0591
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.