WELL WELLTOWER INC

Ownership history in Aberdeen Group plc  ·  34 quarters on record

This page tracks every 13F SEC filing in which Aberdeen Group plc reported a position in WELLTOWER INC (WELL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.49% (2025 Q4)
Avg. % of fund
0.23%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,720,000 -4,132 -0.2% 0.49% $319.2M $184.95
2025 Q3 ADDED 1,724,132 +145,121 +9.2% 0.49% $306.9M $176.82
2025 Q2 ADDED 1,579,011 +81,540 +5.4% 0.41% $239.4M $151.92
2025 Q1 ADDED 1,497,471 +160,264 +12.0% 0.45% $228.9M $150.71
2024 Q4 ADDED 1,337,207 +26,146 +2.0% 0.31% $167.7M $123.42
2024 Q3 ADDED 1,311,061 +148,017 +12.7% 0.31% $167.1M $124.76
2024 Q2 REDUCED 1,163,044 -93,437 -7.4% 0.23% $121.2M $101.01
2024 Q1 ADDED 1,256,481 +79,563 +6.8% 0.23% $117.4M $89.98
2023 Q4 ADDED 1,176,918 +35,479 +3.1% 0.23% $106.1M $86.27
2023 Q3 ADDED 1,141,439 +103,788 +10.0% 0.24% $93.5M $77.82
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WELL price (monthly, adj. close)
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