Ownership history in M.D. Sass, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which M.D. Sass, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 273,040 | -53,792 | -16.5% | 3.99% | $50.7M | $184.95 |
| 2025 Q3 | REDUCED | 326,832 | -97,756 | -23.0% | 4.74% | $58.2M | $176.82 |
| 2025 Q2 | ADDED | 424,588 | +2,588 | +0.6% | 5.25% | $65.3M | $151.92 |
| 2025 Q1 | ADDED | 422,000 | +35,054 | +9.1% | 5.69% | $64.7M | $150.71 |
As of 2025 Q4 — sorted by position size