WELL — WELLTOWER INC

Ownership history in First Pacific Financial  ·  4 quarters on record

This page tracks every 13F SEC filing in which First Pacific Financial 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
0.82% (2025 Q3)
Avg. % of fund
0.54%
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 31,300 -1,977 -5.9% 0.76% $5.8M $184.95
2025 Q3 ADDED 33,277 +8,028 +31.8% 0.82% $5.9M $176.82
2025 Q2 ADDED 25,249 +25,200 +51428.6% 0.57% $3.9M $151.92
2025 Q1 INITIATED 49 — — 0.00% $8K $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%
← Back to First Pacific Financial Holdings