WELL β€” WELLTOWER INC

Ownership history in MANNING & NAPIER ADVISORS LLC  Β·  10 quarters on record

AI Ownership Summary

MANNING & NAPIER ADVISORS LLC reported WELLTOWER INC (WELL) in 10 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.17% in 2024 Q3. The latest visible filing shows WELL at 0.00% 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 MANNING & NAPIER 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 Q3

WELL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

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 MANNING & NAPIER ADVISORS LLC held WELL β€” position size vs. price
% of Fund (quarterly)    WELL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 29 -122,288 -100.0% 0.00% $5K 2025-10-27 $181.26
2024 Q3 REDUCED 122,317 -19,326 -13.6% 0.17% $15.7M 2024-10-17 $127.40
2024 Q2 ADDED 141,643 +31,413 +28.5% 0.17% $14.8M 2024-07-11 $101.40
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MANNING & NAPIER 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 MANNING & NAPIER ADVISORS LLC reported owning WELL?

MANNING & NAPIER ADVISORS LLC reported WELL across 3 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported WELL position in MANNING & NAPIER ADVISORS LLC's portfolio?

The largest reported portfolio weight for WELL was 0.17% in 2024 Q3.

What is the latest reported WELL position on this page?

The most recent filing on this page is 2025 Q3, when MANNING & NAPIER ADVISORS LLC reported 29 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this WELL ownership page compare?

The chart compares MANNING & NAPIER 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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