WELL — WELLTOWER INC

Ownership history in Castle Hook Partners LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which Castle Hook Partners LP 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
1.49% (2025 Q1)
Avg. % of fund
1.15%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,249,056 -50,845 -3.9% 0.96% $231.8M $184.95
2025 Q3 ADDED 1,299,901 +196,016 +17.8% 1.17% $231.6M $176.82
2025 Q2 ADDED 1,103,885 +165,711 +17.7% 0.96% $169.7M $151.92
2025 Q1 INITIATED 938,174 — — 1.49% $143.7M $150.71
% 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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