PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO WELL — Welltower Inc

Ownership history in PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO  ·  44 quarters on record

AI Ownership Summary

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO reported Welltower Inc (WELL) in 44 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.72% in 2026 Q2. The latest visible filing shows WELL at 0.72% 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 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO'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
2026 Q2

WELL was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2026 Q2

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 2026 Q2

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 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,075,665 +7,026 +0.7% 0.72% $244.1M 2026-08-17 $235.30
2026 Q1 REDUCED 12.3% +15.6% ❌ 1,068,639 -149,580 -12.3% 0.68% $211.3M 2026-05-14 $216.93
2025 Q4 ADDED — — — 1,218,219 +5,322 +0.4% 0.71% $226.1M 2026-02-17 $213.18
2025 Q3 ADDED — — — 1,212,897 +60,587 +5.3% 0.69% $216.1M 2025-11-14 $191.75
2025 Q2 ADDED — — — 1,152,310 +42,495 +3.8% 0.60% $177.1M 2025-07-15 $153.76
2025 Q1 ADDED — — — 1,109,815 +10,424 +0.9% 0.62% $170.0M 2025-05-14 $140.70
2024 Q4 ADDED — — — 1,099,391 +4,610 +0.4% 0.48% $138.6M 2025-02-19 $145.56
2024 Q3 REDUCED — — — 1,094,781 -17,831 -1.6% 0.60% $140.2M 2024-11-15 $132.25
2024 Q2 ADDED — — — 1,112,612 +82,224 +8.0% 0.45% $116.0M 2024-08-14 $113.69
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO and WELL

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

How long has PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO reported owning WELL?

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO reported WELL across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported WELL position in PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO's portfolio?

The largest reported portfolio weight for WELL was 0.72% in 2026 Q2.

What is the latest reported WELL position on this page?

The most recent filing on this page is 2026 Q2, when PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO reported 1,075,665 shares, equal to 0.72% of portfolio, with an estimated market value of $244.1M.

What does the chart on this WELL ownership page compare?

The chart compares PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO'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.

How well did PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO time their WELL position?

Based on 13F filing dates vs. subsequent WELL price moves, PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO correctly timed 25 out of 42 reported position changes (60%). The annualised alpha on WELL relative to SPY over the holding period was +2.6%.

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