WELL WELLTOWER INC

Ownership history in GRS Advisors, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which GRS Advisors, LLC 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
9.38% (2025 Q1)
Avg. % of fund
3.16%
First filed
2016 Q1
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 145,803 +12,187 +9.1% 2.43% $27.1M $184.95
2025 Q3 REDUCED 133,616 -112,615 -45.7% 2.23% $23.8M $176.82
2025 Q2 REDUCED 246,231 -342,223 -58.2% 3.64% $37.9M $151.92
2025 Q1 ADDED 588,454 +553,980 +1607.0% 9.38% $90.2M $150.71
2024 Q4 ADDED 34,474 +14,947 +76.5% 0.43% $4.3M $123.42
2024 Q3 REDUCED 19,527 -309,862 -94.1% 0.24% $2.5M $124.76
2024 Q2 ADDED 329,389 +38,425 +13.2% 3.96% $34.3M $101.01
2024 Q1 ADDED 290,964 +278,650 +2262.9% 3.65% $27.2M $89.98
2023 Q4 REDUCED 12,314 -4,598 -27.2% 0.18% $1.1M $86.27
2023 Q2 REDUCED 16,912 -294,140 -94.6% 0.24% $1.4M $76.28
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WELL price (monthly, adj. close)
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