WELL WELLTOWER INC

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

AI Ownership Summary

GRS Advisors, LLC reported WELLTOWER INC (WELL) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 9.38% in 2025 Q1. The latest visible filing shows WELL at 2.43% 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 GRS Advisors, 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 2.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.38% in 2025 Q1

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 GRS Advisors, 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 ADDED 145,803 +12,187 +9.1% 2.43% $27.1M 2026-02-14 (Est.) $209.97
2025 Q3 REDUCED 133,616 -112,615 -45.7% 2.23% $23.8M 2025-11-14 $193.13
2025 Q2 REDUCED 246,231 -342,223 -58.2% 3.64% $37.9M 2025-08-14 $160.68
2025 Q1 ADDED 588,454 +553,980 +1607.0% 9.38% $90.2M 2025-05-15 $145.16
2024 Q4 ADDED 34,474 +14,947 +76.5% 0.43% $4.3M 2025-02-14 $146.86
2024 Q3 REDUCED 19,527 -309,862 -94.1% 0.24% $2.5M 2024-11-14 $131.64
2024 Q2 ADDED 329,389 +38,425 +13.2% 3.96% $34.3M 2024-08-14 $114.51
2024 Q1 ADDED 290,964 +278,650 +2262.9% 3.65% $27.2M 2024-05-15 $97.86
2023 Q4 REDUCED 12,314 -4,598 -27.2% 0.18% $1.1M 2024-02-14 $89.33
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GRS Advisors, 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 GRS Advisors, LLC reported owning WELL?

GRS Advisors, LLC reported WELL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WELL position in GRS Advisors, LLC's portfolio?

The largest reported portfolio weight for WELL was 9.38% in 2025 Q1.

What is the latest reported WELL position on this page?

The most recent filing on this page is 2025 Q4, when GRS Advisors, LLC reported 145,803 shares, equal to 2.43% of portfolio, with an estimated market value of $27.1M.

What does the chart on this WELL ownership page compare?

The chart compares GRS Advisors, 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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