WELL β€” WELLTOWER INC

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

AI Ownership Summary

Castle Hook Partners LP reported WELLTOWER INC (WELL) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.49% in 2025 Q1. The latest visible filing shows WELL at 0.96% 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.

What this WELL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Castle Hook Partners LP'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 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.49% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 Castle Hook Partners LP held WELL β€” position size vs. price
% of Fund (quarterly)    WELL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,249,056 -50,845 -3.9% 0.96% $231.8M 2026-02-14 (Est.) $209.97
2025 Q3 ADDED 1,299,901 +196,016 +17.8% 1.17% $231.6M 2025-11-14 $193.13
2025 Q2 ADDED 1,103,885 +165,711 +17.7% 0.96% $169.7M 2025-08-14 $160.68
2025 Q1 INITIATED 938,174 β€” β€” 1.49% $143.7M 2025-05-15 $145.16

FAQ About Castle Hook Partners LP and WELL

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

How long has Castle Hook Partners LP reported owning WELL?

Castle Hook Partners LP reported WELL across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported WELL position in Castle Hook Partners LP's portfolio?

The largest reported portfolio weight for WELL was 1.49% in 2025 Q1.

What is the latest reported WELL position on this page?

The most recent filing on this page is 2025 Q4, when Castle Hook Partners LP reported 1,249,056 shares, equal to 0.96% of portfolio, with an estimated market value of $231.8M.

What does the chart on this WELL ownership page compare?

The chart compares Castle Hook Partners LP'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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