WELLTOWER INC · CUSIP 95040Q104 · CIK 1670139
As of 2026-06-30, Inspire Investing, LLC reported 138.22K WELL (shares), valued at $31.37M, or 1.29% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 38.09%; reported value increased 58.52%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.29% | 138,221 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 1.15% | 100,098 | SEC filing ↗SEC filing ↗Filed Apr 23, 2026Amended |
| Q4 2025 | 1.16% | 69,259 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 1.06% | 61,041 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 1.15% | 68,748 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 1.08% | 59,062 | SEC filing ↗Filed Jun 3, 2025 |
| Q4 2024 | 0.79% | 56,066 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 0.74% | 56,324 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 0.03% | 2,539 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 0.05% | 4,745 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 0.05% | 4,897 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 0.05% | 4,433 | SEC filing ↗Filed Oct 26, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.05% | 4,433 | $363.15K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 0.05% | 4,897 | $441.56K | Shares increased 10.47%; reported value increased 21.59%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 0.05% | 4,745 | $443.37K | Shares decreased 3.10%; reported value increased 0.41%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 0.03% | 2,539 | $264.69K | Shares decreased 46.49%; reported value decreased 40.30%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 0.74% | 56,324 | $7.21M | Shares increased 2118.35%; reported value increased 2624.37%, and weight changed +0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 0.79% | 56,066 | $7.07M | Shares decreased 0.46%; reported value decreased 2.01%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 1.08% | 59,062 | $9.05M | Shares increased 5.34%; reported value increased 28.06%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 3, 2025 |
| Q2 2025 | 1.15% | 68,748 | $10.57M | Shares increased 16.40%; reported value increased 16.79%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 1.06% | 61,041 | $10.87M | Shares decreased 11.21%; reported value increased 2.89%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 1.16% | 69,259 | $12.86M | Shares increased 13.46%; reported value increased 18.22%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 1.15% | 100,098 | $19.79M | Shares increased 44.53%; reported value increased 53.95%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 1.29% | 138,221 | $31.37M | Shares increased 38.09%; reported value increased 58.52%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.