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WELL

Welltower Inc. · XNYS

Now
2 holders · 0 updated for Q3 · 2 on earlier filings (Q3 due Nov 14)
Holders
2 now · 0 on Q3 2026
Median weight
0.24%
Sector
Real Estate
Type
equity · US

Moves

No moves yet in Q3 · 0 of its 2 holders have filed · due Nov 14

Streakslongest holders · 45 quarters on record

  1. Baron Ron Baron, CEO 0.4%18 quarters
  2. PRIMECAP Joel Fried, portfolio manager 0.1%6 quarters

The record for WELL begins Q3 2015: 45 quarters.

Over timeNow 2 holders · 42 complete quarters, Q3 2015 to Q2 2026

Managers holding2 Q2 2026

Largest weight0.4% Q2 2026

Holders2 now · 0 on Q3 2026

BaronQ2 2026Q3 due Nov 14Ron Baron, CEO0.42%1,232,060$280Mtrimmed−8%−0.38 pp18 q
PRIMECAPQ2 2026Q3 due Nov 14Joel Fried, portfolio manager0.05%385,509$87Madded0%−0.01 pp6 q