Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionRDA Financial Network
Latest Disclosed Ownership10,928 shares
Latest Disclosed Value $ 2,160,479
RDA Financial Network reports 2.42% increase in ownership of WELL / Welltower Inc.

On April 8, 2026 - RDA Financial Network filed a 13F-HR form disclosing ownership of 10,928 shares of Welltower Inc. (US:WELL) valued at $2,160,575 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 10,670 shares of Welltower Inc.. This represents a change in shares of 2.42% during the quarter. The current value of the position is $2,194,889 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)
2026-04-08 2026-03-31 13F WELLTOWER COM 95040Q104 10,928 258 2.42 2,160 9.09 0.5406
2026-01-06 2025-12-31 13F WELLTOWER COM 95040Q104 10,670 -2,059 -16.18 1,980 -12.66 0.4768
2025-10-08 2025-09-30 13F WELLTOWER COM 95040Q104 12,729 -311 -2.38 2,268 13.12 0.5592
2025-07-07 2025-06-30 13F WELLTOWER COM 95040Q104 13,040 -781 -5.65 2,005 -5.34 0.5416
2025-04-14 2025-03-31 13F WELLTOWER COM 95040Q104 13,821 -915 -6.21 2,117 14.00 0.6314
2025-01-15 2024-12-31 13F WELLTOWER COM 95040Q104 14,736 -655 -4.26 1,857 -5.74 0.5415
2024-10-15 2024-09-30 13F WELLTOWER COM 95040Q104 15,391 -770 -4.76 1,971 16.98 0.6113
2024-07-10 2024-06-30 13F WELLTOWER COM 95040Q104 16,161 104 0.65 1,685 12.27 0.5520
2024-04-11 2024-03-31 13F WELLTOWER COM 95040Q104 16,057 33 0.21 1,500 3.88 0.5141
2024-01-12 2023-12-31 13F WELLTOWER COM 95040Q104 16,024 3,013 23.16 1,445 35.59 0.5475
2023-10-18 2023-09-30 13F WELLTOWER COM 95040Q104 13,011 -100 -0.76 1,066 0.47 0.4614
2023-07-13 2023-06-30 13F WELLTOWER COM 95040Q104 13,111 -404 -2.99 1,061 9.50 0.4460
2023-04-12 2023-03-31 13F WELLTOWER COM 95040Q104 13,515 0 0.00 969 9.38 0.4421
2023-01-10 2022-12-31 13F WELLTOWER COM 95040Q104 13,515 -2,306 -14.58 886 -13.06 0.4455
2022-10-11 2022-09-30 13F WELLTOWER COM 95040Q104 15,821 221 1.42 1,018 -20.78 0.5558
2022-07-13 2022-06-30 13F WELLTOWER COM 95040Q104 15,600 -36 -0.23 1,285 -14.50 0.6483
2022-04-12 2022-03-31 13F WELLTOWER COM 95040Q104 15,636 -143 -0.91 1,503 11.09 0.6345
2022-01-31 2021-12-31 13F WELLTOWER COM 95040Q104 15,779 -1,002 -5.97 1,353 -2.17 0.5520
2021-10-29 2021-09-30 13F WELLTOWER COM 95040Q104 16,781 -1,022 -5.74 1,383 -6.49 0.6092
2021-07-13 2021-06-30 13F WELLTOWER COM 95040Q104 17,803 -258 -1.43 1,479 14.30 0.6531
2021-05-06 2021-03-31 13F WELLTOWER COM 95040Q104 18,061 -514 -2.77 1,294 7.83 0.5550
2021-02-05 2020-12-31 13F WELLTOWER COM 95040Q104 18,575 -460 -2.42 1,200 14.39 0.5409
2020-10-13 2020-09-30 13F WELLTOWER COM 95040Q104 19,035 308 1.64 1,049 8.26 0.4752
2020-07-14 2020-06-30 13F WELLTOWER COM 95040Q104 18,727 1,047 5.92 969 19.78 0.4833
2020-04-06 2020-03-31 13F WELLTOWER COM 95040Q104 17,680 431 2.50 809 -45.81 0.4883
2020-01-30 2019-12-31 13F WELLTOWER COM 95040Q104 17,249 119 0.69 1,493 2.40 0.6073
2019-11-20 2019-09-30 13F WELLTOWER COM 95040Q104 17,130 133 0.78 1,458 0.62 0.6221
2019-07-09 2019-06-30 13F WELLTOWER COM 95040Q104 16,997 270 1.61 1,449 13.29 0.6526
2019-04-30 2019-03-31 13F WELLTOWER COM 95040Q104 16,727 16,727 1,279 0.6039
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.