WELL — WELLTOWER INC

Ownership history in Hazelview Securities Inc.  ·  22 quarters on record

This page tracks every 13F SEC filing in which Hazelview Securities Inc. 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
8.93% (2023 Q2)
Avg. % of fund
5.31%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 170,783 -44,283 -20.6% 6.15% $31.9M $184.95
2025 Q3 REDUCED 215,066 -59,782 -21.8% 7.22% $38.3M $176.82
2025 Q2 ADDED 274,848 +16,279 +6.3% 7.39% $41.7M $151.92
2025 Q1 ADDED 258,569 +17,452 +7.2% 7.20% $39.6M $150.71
18 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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