WELL WELLTOWER INC

Ownership history in MQS Management LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which MQS Management 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.

Peak position
0.59% (2025 Q4)
Avg. % of fund
0.34%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,405 +1,581 +41.3% 0.59% $1.0M $184.95
2025 Q1 REDUCED 3,824 -3,010 -44.0% 0.34% $586K $150.71
2024 Q3 ADDED 6,834 +3,200 +88.1% 0.49% $875K $124.76
2024 Q2 REDUCED 3,634 -1,815 -33.3% 0.23% $379K $101.01
2024 Q1 ADDED 5,449 +1,803 +49.5% 0.29% $509K $89.98
2023 Q4 REDUCED 3,646 -1,153 -24.0% 0.18% $329K $86.27
2022 Q4 REDUCED 4,799 -3,705 -43.6% 0.21% $315K $60.84
2022 Q3 INITIATED 8,504 0.35% $547K $59.17
% of Fund (quarterly)    WELL price (monthly, adj. close)
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