WELL WELLTOWER INC

Ownership history in UBS Group AG  ·  55 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG 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
0.09% (2025 Q3)
Avg. % of fund
0.02%
First filed
2015 Q3
Last filed
2025 Q4
Quarters held
55
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,762,436 +1,762,336 +1762336.0% 0.05% $327.1M $184.95
2025 Q3 REDUCED 100 -3,278,021 -100.0% 0.00% $18K $176.82
2025 Q3 ADDED 3,278,121 +1,183,077 +56.5% 0.09% $584.0M $176.82
2025 Q2 ADDED 2,095,044 +2,094,944 +2094944.0% 0.06% $322.1M $151.92
2025 Q2 REDUCED 100 -2,756,060 -100.0% 0.00% $15K $151.92
2025 Q1 ADDED 2,756,160 +736,400 +36.5% 0.08% $422.3M $150.71
2024 Q4 ADDED 2,019,760 +332,269 +19.7% 0.05% $254.6M $123.42
2024 Q3 ADDED 1,687,491 +533,846 +46.3% 0.05% $216.0M $124.76
2024 Q2 REDUCED 1,153,645 -358,067 -23.7% 0.03% $120.3M $101.01
2024 Q1 ADDED 1,511,712 +439,429 +41.0% 0.04% $141.3M $89.98
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WELL price (monthly, adj. close)
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