WELLTOWER INC · CUSIP 95040Q104 · CIK 1963452
As of 2026-06-30, Windle Wealth, LLC reported 54.15K WELL (shares), valued at $12.29M, or 4.94% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares decreased 0.13%; reported value increased 14.66%, and weight changed +0.41 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 | 4.94% | 54,154 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 4.53% | 54,222 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 4.44% | 53,381 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 4.47% | 56,040 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 4.21% | 56,041 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 4.44% | 56,250 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 4.54% | 65,148 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 4.81% | 69,171 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 4.38% | 68,859 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 4.27% | 71,676 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 4.47% | 70,708 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 4.61% | 75,489 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.61% | 75,489 | $6.18M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 4.47% | 70,708 | $6.38M | Shares decreased 6.33%; reported value increased 3.10%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 4.27% | 71,676 | $6.70M | Shares increased 1.37%; reported value increased 5.05%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 4.38% | 68,859 | $7.18M | Shares decreased 3.93%; reported value increased 7.18%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 4.81% | 69,171 | $8.86M | Shares increased 0.45%; reported value increased 23.37%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 4.54% | 65,148 | $8.21M | Shares decreased 5.82%; reported value decreased 7.29%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 4.44% | 56,250 | $8.62M | Shares decreased 13.66%; reported value increased 4.96%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 4.21% | 56,041 | $8.62M | Shares decreased 0.37%; reported value decreased 0.03%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 4.47% | 56,040 | $9.98M | Shares decreased 0.00%; reported value increased 15.88%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 4.44% | 53,381 | $9.91M | Shares decreased 4.74%; reported value decreased 0.75%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 4.53% | 54,222 | $10.72M | Shares increased 1.58%; reported value increased 8.20%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 4.94% | 54,154 | $12.29M | Shares decreased 0.13%; reported value increased 14.66%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 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.