MARVIN & PALMER ASSOCIATES INC WELL WELLTOWER INC

Ownership history in MARVIN & PALMER ASSOCIATES INC  ·  2 quarters on record

AI Ownership Summary

MARVIN & PALMER ASSOCIATES INC reported WELLTOWER INC (WELL) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 2.65% in 2025 Q3. The latest visible filing shows WELL at 2.65% 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.

What this WELL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARVIN & PALMER ASSOCIATES INC'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 2.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.65% in 2025 Q3

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

Time in book
Holding Window
2025 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 MARVIN & PALMER ASSOCIATES INC held WELL — position size vs. price
% of Fund (quarterly)    WELL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 19,691 -150 -0.8% 2.65% $3.6M 2025-11-13 $189.75
2025 Q2 INITIATED 19,841 2.62% $3.1M 2025-08-12 $163.01

FAQ About MARVIN & PALMER ASSOCIATES INC and WELL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARVIN & PALMER ASSOCIATES INC reported owning WELL?

MARVIN & PALMER ASSOCIATES INC reported WELL across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported WELL position in MARVIN & PALMER ASSOCIATES INC's portfolio?

The largest reported portfolio weight for WELL was 2.65% in 2025 Q3.

What is the latest reported WELL position on this page?

The most recent filing on this page is 2025 Q3, when MARVIN & PALMER ASSOCIATES INC reported 19,691 shares, equal to 2.65% of portfolio, with an estimated market value of $3.6M.

What does the chart on this WELL ownership page compare?

The chart compares MARVIN & PALMER ASSOCIATES INC'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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