WELL — WELLTOWER INC COM

Ownership history in APPLETON PARTNERS INC/MA  ·  17 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in WELLTOWER INC COM (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
1.14% (2025 Q4)
Avg. % of fund
0.34%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 92,966 +3,386 +3.8% 1.14% $17.3M $184.95
2025 Q3 ADDED 89,580 +150 +0.2% 1.07% $16.0M $176.82
2025 Q2 ADDED 89,430 +7,800 +9.6% 0.97% $13.7M $151.92
2025 Q1 ADDED 81,630 +55,511 +212.5% 0.97% $12.5M $150.71
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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