WELL — WELLTOWER INC

Ownership history in Activest Wealth Management  ·  6 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management 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
0.01% (2022 Q3)
Avg. % of fund
0.0%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 147 +11 +8.1% 0.01% $26K $176.82
2025 Q2 ADDED 136 +2 +1.5% 0.01% $21K $151.92
2025 Q1 ADDED 134 +129 +2580.0% 0.01% $21K $150.71
2024 Q4 REDUCED 5 -335 -98.5% 0.00% $630 $123.42
2022 Q4 UNCHANGED 340 — 0% 0.01% $22K $60.84
2022 Q3 INITIATED 340 — — 0.01% $22K $59.17
% of Fund (quarterly)    WELL price (monthly, adj. close)

Other funds also holding WELL

As of 2025 Q4 — sorted by position size

Resolution Capital Ltd 3Y 7Y 14.65% AEW CAPITAL MANAGEMENT L P 3Y 7Y 13.07% Adelante Capital Management LLC 3Y 7Y 12.58% B&I Capital AG 3Y 12.0% COHEN & STEERS, INC. 3Y 7Y 11.25% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 10.15% GSI Capital Advisors LLC 3Y 7Y 9.32% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 8.8% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 8.48% Vert Asset Management LLC 3Y 7.17%
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