Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionQuadrant Capital Group Llc
Latest Disclosed Ownership18,689 shares
Latest Disclosed Value $ 3,695,003
Quadrant Capital Group Llc reports 16.90% increase in ownership of WELL / Welltower Inc.

On May 13, 2026 - Quadrant Capital Group Llc filed a 13F-HR/A form disclosing ownership of 18,689 shares of Welltower Inc. (MX:WELL) valued at $3,695,003 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,987 shares of Welltower Inc.. This represents a change in shares of 16.90% 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)
2026-05-13 2026-03-31 13F/A-1 WELLTOWER COM 95040Q104 18,689 2,702 16.90 3,695 24.54 0.1105
2026-05-11 2026-03-31 13F WELLTOWER COM 95040Q104 18,689 2,702 49 0.0369
2026-02-12 2025-12-31 13F WELLTOWER COM 95040Q104 15,987 109 0.69 2,967 4.92 0.0896
2025-11-13 2025-09-30 13F WELLTOWER COM 95040Q104 15,878 93 0.59 2,829 16.57 0.0919
2025-08-13 2025-06-30 13F WELLTOWER COM 95040Q104 15,785 1,956 14.14 2,427 14.54 0.0873
2025-05-13 2025-03-31 13F WELLTOWER COM 95040Q104 13,829 5,787 71.96 2,119 109.08 0.0787
2025-02-13 2024-12-31 13F WELLTOWER COM 95040Q104 8,042 -23 -0.29 1,014 -1.84 0.0698
2024-11-12 2024-09-30 13F WELLTOWER COM 95040Q104 8,065 -98 -1.20 1,033 21.41 0.0717
2024-08-12 2024-06-30 13F WELLTOWER COM 95040Q104 8,163 353 4.52 851 16.60 0.0632
2024-05-15 2024-03-31 13F WELLTOWER COM 95040Q104 7,810 -137 -1.72 730 1.82 0.0576
2024-02-08 2023-12-31 13F WELLTOWER COM 95040Q104 7,947 350 4.61 717 15.11 0.0615
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 7,597 720 10.47 622 11.87 0.0623
2023-08-10 2023-06-30 13F WELLTOWER COM 95040Q104 6,877 -144 -2.05 556 10.54 0.0552
2023-05-11 2023-03-31 13F WELLTOWER COM 95040Q104 7,021 123 1.78 503 11.28 0.0524
2023-02-13 2022-12-31 13F WELLTOWER COM 95040Q104 6,898 3,175 85.28 452 89.12 0.0512
2022-11-10 2022-09-30 13F WELLTOWER COM 95040Q104 3,723 380 11.37 239 -13.09 0.0316
2022-08-09 2022-06-30 13F WELLTOWER COM 95040Q104 3,343 51 1.55 275 -12.97 0.0369
2022-05-06 2022-03-31 13F WELLTOWER COM 95040Q104 3,292 210 6.81 316 19.70 0.0383
2022-02-01 2021-12-31 13F WELLTOWER COM 95040Q104 3,082 212 7.39 264 11.86 0.0315
2021-11-12 2021-09-30 13F WELLTOWER COM 95040Q104 2,870 562 24.35 236 22.92 0.0329
2021-08-09 2021-06-30 13F WELLTOWER COM 95040Q104 2,308 528 29.66 192 50.00 0.0278
2021-05-12 2021-03-31 13F WELLTOWER COM 95040Q104 1,780 54 3.13 128 14.29 0.0208
2021-02-16 2020-12-31 13F WELLTOWER COM 95040Q104 1,726 -811 -31.97 112 -20.00 0.0208
2020-11-13 2020-09-30 13F WELLTOWER COM 95040Q104 2,537 1,563 160.47 140 180.00 0.0305
2020-08-13 2020-06-30 13F WELLTOWER COM 95040Q104 974 -1,151 -54.16 50 -50.50 0.0111
2020-05-15 2020-03-31 13F Welltower Inc Com Com 95040Q104 2,125 -57 -2.61 101 -38.79 0.0169
2020-03-19 2019-12-31 13F/A-1 Welltower Inc Com Com 95040Q104 2,182 -632 -22.46 165 -32.93 0.0199
2020-02-03 2019-12-31 13F Welltower Inc Com Com 95040Q104 2,182 -632 165 557.5565
2019-10-24 2019-09-30 13F Welltower Inc Com COM 95040Q104 2,814 71 2.59 246 13.89 0.0378
2019-07-24 2019-06-30 13F Welltower Inc Com COM 95040Q104 2,743 1,560 131.87 216 160.24 0.0342
2019-04-29 2019-03-31 13F Welltower Inc Com COM 95040Q104 1,183 -116 -8.93 83 0.00 0.0146
2019-01-17 2018-12-31 13F Welltower Inc Com COM 95040Q104 1,299 44 3.51 83 16.90 0.0221
2018-10-29 2018-09-30 13F Welltower Inc Com COM 95040Q104 1,255 147 13.27 71 14.52 0.0203
2018-08-08 2018-06-30 13F Welltower Inc Com COM 95040Q104 1,108 260 30.66 62 51.22 0.0217
2018-05-10 2018-03-31 13F Welltower Inc Com COM 95040Q104 848 595 235.18 41 215.38 0.0149
2018-01-31 2017-12-31 13F Welltower COM 95040Q104 253 -184 -42.11 13 -48.00 0.0052
2017-10-13 2017-09-30 13F Welltower COM 95040Q104 437 0 0.00 25 -13.79 0.0103
2017-08-14 2017-06-30 13F Welltower COM 95040Q104 437 156 55.52 29 81.25 0.0128
2017-04-10 2017-03-31 13F Welltower COM 95040Q104 281 201 251.25 16 300.00 0.0070
2017-01-11 2016-12-31 13F Welltower COM 95040Q104 80 -69 -46.31 4 -42.86 0.0020
2016-10-25 2016-09-30 13F Welltower COM 95040Q104 149 0 0.00 7 0.00 0.0046
2016-07-28 2016-06-30 13F Welltower COM 95040Q104 149 69 86.25 7 75.00 0.0048
2016-04-27 2016-03-31 13F Welltower COM 95040Q104 80 -29 -26.61 4 -20.00 0.0026
2016-01-28 2015-12-31 13F Welltower COM 95040Q104 109 3 2.83 5 0.00 0.0035
2015-10-28 2015-09-30 13F Welltower COM 95040Q104 106 106 5 0.0034
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.