WELLTOWER INC · CUSIP 95040Q104 · CIK 1284812
As of 2026-06-30, COHEN & STEERS, INC. reported 36.82M WELL (shares), valued at $8.36B, or 13.22% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 2.72%; reported value increased 17.93%, and weight changed +0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 13.22% | 36,821,274 | SEC filing ↗Filed Aug 14, 2026Combination report |
| Q1 2026 | 12.31% | 35,845,277 | SEC filing ↗Filed May 15, 2026Combination report |
| Q4 2025 | 11.25% | 33,513,672 | SEC filing ↗Filed Feb 13, 2026Combination report |
| Q3 2025 | 10.79% | 33,569,335 | SEC filing ↗Filed Nov 14, 2025Combination report |
| Q2 2025 | 9.91% | 35,174,884 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 10.14% | 35,819,218 | SEC filing ↗Filed May 15, 2025Combination report |
| Q4 2024 | 9.05% | 37,910,647 | SEC filing ↗Filed Feb 13, 2025Combination report |
| Q3 2024 | 8.66% | 38,025,738 | SEC filing ↗Filed Nov 14, 2024Combination report |
| Q2 2024 | 8.50% | 38,916,093 | SEC filing ↗Filed Aug 13, 2024Combination report |
| Q1 2024 | 7.73% | 39,533,128 | SEC filing ↗Filed May 15, 2024Combination report |
| Q4 2023 | 7.45% | 40,846,208 | SEC filing ↗Filed Feb 14, 2024Combination report |
| Q3 2023 | 7.68% | 40,769,115 | SEC filing ↗Filed Nov 14, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.68% | 40,769,115 | $3.34B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 7.45% | 40,846,208 | $3.68B | Shares increased 0.19%; reported value increased 10.30%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 7.73% | 39,533,128 | $3.69B | Shares decreased 3.21%; reported value increased 0.28%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 8.50% | 38,916,093 | $4.06B | Shares decreased 1.56%; reported value increased 9.83%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 8.66% | 38,025,738 | $4.87B | Shares decreased 2.29%; reported value increased 20.00%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 9.05% | 37,910,647 | $4.78B | Shares decreased 0.30%; reported value decreased 1.86%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 10.14% | 35,819,218 | $5.49B | Shares decreased 5.52%; reported value increased 14.87%, and weight changed +1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 9.91% | 35,174,884 | $5.41B | Shares decreased 1.80%; reported value decreased 1.47%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 10.79% | 33,569,335 | $5.98B | Shares decreased 4.56%; reported value increased 10.59%, and weight changed +0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 11.25% | 33,513,672 | $6.22B | Shares decreased 0.17%; reported value increased 4.04%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 12.31% | 35,845,277 | $7.09B | Shares increased 6.96%; reported value increased 13.92%, and weight changed +1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 13.22% | 36,821,274 | $8.36B | Shares increased 2.72%; reported value increased 17.93%, and weight changed +0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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