WELL WELLTOWER INC

Ownership history in B&I Capital AG  ·  15 quarters on record

AI Ownership Summary

B&I Capital AG reported WELLTOWER INC (WELL) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 12.0% in 2025 Q4. The latest visible filing shows WELL at 12.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WELL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B&I Capital AG's position in WELLTOWER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WELL was reported at 12.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How B&I Capital AG held WELL — position size vs. price
% of Fund (quarterly)    WELL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 181,840 +20,400 +12.6% 12.00% $33.8M 2026-02-14 (Est.) $209.97
2025 Q3 ADDED 161,440 +8,650 +5.7% 9.96% $28.8M 2025-11-04 $182.98
2025 Q2 REDUCED 152,790 -4,800 -3.0% 7.99% $23.5M 2025-08-13 $161.83
2025 Q1 ADDED 157,590 +6,770 +4.5% 7.85% $24.1M 2025-05-06 $148.04
2024 Q4 REDUCED 150,820 -89,480 -37.2% 6.19% $19.0M 2025-02-06 $139.44
2024 Q3 REDUCED 240,300 -15,450 -6.0% 8.92% $30.8M 2024-10-29 $133.83
2024 Q2 REDUCED 255,750 -28,500 -10.0% 8.53% $26.7M 2024-08-07 $111.25
2024 Q1 ADDED 284,250 +9,400 +3.4% 8.42% $26.6M 2024-04-23 $89.49
2023 Q4 REDUCED 274,850 -17,500 -6.0% 7.80% $24.8M 2024-01-29 $83.40
2023 Q3 REDUCED 292,350 -34,950 -10.7% 8.66% $23.9M 2023-11-07 $81.36
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About B&I Capital AG and WELL

These are the practical questions this page is built to answer before you even open the full history table.

How long has B&I Capital AG reported owning WELL?

B&I Capital AG reported WELL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported WELL position in B&I Capital AG's portfolio?

The largest reported portfolio weight for WELL was 12.00% in 2025 Q4.

What is the latest reported WELL position on this page?

The most recent filing on this page is 2025 Q4, when B&I Capital AG reported 181,840 shares, equal to 12.00% of portfolio, with an estimated market value of $33.8M.

What does the chart on this WELL ownership page compare?

The chart compares B&I Capital AG's quarterly WELL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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