WELL — WELLTOWER INC

Ownership history in Drake & Associates, LLC  ·  9 quarters on record

AI Ownership Summary

Drake & Associates, LLC reported WELLTOWER INC (WELL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.72% in 2025 Q2. The latest visible filing shows WELL at 0.40% 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 Drake & Associates, LLC'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 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 Q2

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.

WELL stock page Drake & Associates, LLC fund profile Drake & Associates, LLC full holdings
How Drake & Associates, LLC 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 10,700 -5,599 -34.4% 0.40% $2.0M 2026-02-14 (Est.) $209.97
2025 Q3 REDUCED 16,299 -2,946 -15.3% 0.64% $3.0M 2025-11-06 $186.37
2025 Q2 ADDED 19,245 +6,029 +45.6% 0.72% $3.0M 2025-07-23 $159.73
2025 Q1 ADDED 13,216 +2,633 +24.9% 0.57% $2.0M 2025-04-29 $149.00
2024 Q4 ADDED 10,583 +5,612 +112.9% 0.43% $1.5M 2025-02-10 $140.15
2024 Q3 REDUCED 4,971 -262 -5.0% 0.21% $636K 2024-10-16 $127.02
2024 Q2 ADDED 5,233 +289 +5.8% 0.20% $546K 2024-08-05 $107.59
2024 Q1 REDUCED 4,944 -2 -0.0% 0.17% $462K 2024-05-09 $95.48
2023 Q4 INITIATED 4,946 — — 0.18% $446K 2024-01-30 $83.17

🏢 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% HEITMAN REAL ESTATE SECURITIES LLC 3Y 7Y 11.65% 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%

FAQ About Drake & Associates, LLC and WELL

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

How long has Drake & Associates, LLC reported owning WELL?

Drake & Associates, LLC reported WELL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WELL position in Drake & Associates, LLC's portfolio?

The largest reported portfolio weight for WELL was 0.72% in 2025 Q2.

What is the latest reported WELL position on this page?

The most recent filing on this page is 2025 Q4, when Drake & Associates, LLC reported 10,700 shares, equal to 0.40% of portfolio, with an estimated market value of $2.0M.

What does the chart on this WELL ownership page compare?

The chart compares Drake & Associates, LLC'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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