Dimensional · WELL Holdings Trend
Welltower · SEC 13F
Dimensional Holdings of WELL by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 7.8M | $724M | — |
| 2024Q2 | 7.8M | $815M | +12.5% |
| 2024Q3 | 7.8M | $993M | +21.9% |
| 2024Q4 | 7.5M | $942M | -5.1% |
| 2025Q1 | 7.2M | $1.1B | +17.9% |
| 2025Q2 | 7.2M | $1.1B | -0.4% |
| 2025Q3 | 7.4M | $1.3B | +19.3% |
| 2025Q4 | 8.3M | $1.5B | +16.6% |
| 2026Q1 | 8.3M | $1.6B | +7.3% |
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Data source: SEC EDGAR Form 13F