WELL Welltower Inc.

Ownership history in COHEN & STEERS, INC.  ·  38 quarters on record

AI Ownership Summary

COHEN & STEERS, INC. reported Welltower Inc. (WELL) in 38 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.25% in 2025 Q4. The latest visible filing shows WELL at 11.25% 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 COHEN & STEERS, INC.'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 11.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.25% 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 Q4 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 COHEN & STEERS, INC. held WELL — position size vs. price
% of Fund (quarterly)    WELL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 33,513,672 -55,663 -0.2% 11.25% $6.22B 2026-02-14 (Est.) $209.97
2025 Q3 REDUCED 33,569,335 -1,605,549 -4.6% 10.79% $5.98B 2025-11-14 $193.13
2025 Q2 REDUCED 35,174,884 -644,334 -1.8% 9.91% $5.41B 2025-08-14 $160.68
2025 Q1 REDUCED 35,819,218 -2,091,429 -5.5% 10.14% $5.49B 2025-05-15 $145.16
2024 Q4 REDUCED 37,910,647 -115,091 -0.3% 9.05% $4.78B 2025-02-13 $148.30
2024 Q3 REDUCED 38,025,738 -890,355 -2.3% 8.66% $4.87B 2024-11-14 $131.64
2024 Q2 REDUCED 38,916,093 -617,035 -1.6% 8.50% $4.06B 2024-08-13 $114.18
2024 Q1 REDUCED 39,533,128 -1,313,080 -3.2% 7.73% $3.69B 2024-05-15 $97.86
2023 Q4 ADDED 40,846,208 +77,093 +0.2% 7.45% $3.68B 2024-02-14 $89.33
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About COHEN & STEERS, INC. and WELL

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

How long has COHEN & STEERS, INC. reported owning WELL?

COHEN & STEERS, INC. reported WELL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WELL position in COHEN & STEERS, INC.'s portfolio?

The largest reported portfolio weight for WELL was 11.25% in 2025 Q4.

What is the latest reported WELL position on this page?

The most recent filing on this page is 2025 Q4, when COHEN & STEERS, INC. reported 33,513,672 shares, equal to 11.25% of portfolio, with an estimated market value of $6.22B.

What does the chart on this WELL ownership page compare?

The chart compares COHEN & STEERS, INC.'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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