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
2024 Q4 REDUCED 241,117 -84,385 -25.9% 5.46% $29.9M $123.42
2024 Q2 ADDED 325,502 +90,851 +38.7% 6.48% $34.3M $101.01
2024 Q1 ADDED 234,651 +49,400 +26.7% 4.07% $21.6M $89.98
2023 Q4 REDUCED 185,251 -45,310 -19.7% 2.91% $16.2M $86.27
2023 Q3 REDUCED 230,561 -481,381 -67.6% 3.43% $18.8M $77.82
2023 Q2 ADDED 711,942 +132,206 +22.8% 8.93% $57.8M $76.28
12 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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