WELL — WELLTOWER INC CMN

Ownership history in FORA Capital, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in WELLTOWER INC CMN (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
0.48% (2022 Q1)
Avg. % of fund
0.19%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,933 -16,869 -81.1% 0.12% $701K $176.82
2025 Q1 REDUCED 20,802 -4,278 -17.1% 0.32% $3.2M $150.71
2024 Q2 ADDED 25,080 +16,728 +200.3% 0.32% $2.6M $101.01
2023 Q4 ADDED 8,352 +2,596 +45.1% 0.06% $753K $86.27
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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