WELLTOWER INC · CUSIP 95040Q104 · CIK 1544554
As of 2026-06-30, GRS Advisors, LLC reported 90.54K WELL (shares), valued at $20.55M, or 1.74% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 37.81%; reported value decreased 28.60%, and weight changed -1.11 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 | 1.74% | 90,543 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 2.85% | 145,581 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 2.43% | 145,803 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 2.23% | 133,616 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 3.64% | 246,231 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 9.38% | 588,454 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 0.43% | 34,474 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 0.24% | 19,527 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 3.96% | 329,389 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 3.65% | 290,964 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 0.18% | 12,314 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 0.18% | 12,314 | $1.11M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 3.65% | 290,964 | $27.19M | Shares increased 2262.87%; reported value increased 2348.56%, and weight changed +3.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.96% | 329,389 | $34.34M | Shares increased 13.21%; reported value increased 26.30%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.24% | 19,527 | $2.50M | Shares decreased 94.07%; reported value decreased 92.72%, and weight changed -3.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.43% | 34,474 | $4.34M | Shares increased 76.55%; reported value increased 73.79%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 9.38% | 588,454 | $90.16M | Shares increased 1606.95%; reported value increased 1975.08%, and weight changed +8.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 3.64% | 246,231 | $37.85M | Shares decreased 58.16%; reported value decreased 58.01%, and weight changed -5.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.23% | 133,616 | $23.80M | Shares decreased 45.74%; reported value decreased 37.12%, and weight changed -1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 2.43% | 145,803 | $27.06M | Shares increased 9.12%; reported value increased 13.70%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 2.85% | 145,581 | $28.78M | Shares decreased 0.15%; reported value increased 6.36%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.74% | 90,543 | $20.55M | Shares decreased 37.81%; reported value decreased 28.60%, and weight changed -1.11 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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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.