Wellington Management · WELL Holdings Trend
Welltower · SEC 13F
Wellington Management Holdings of WELL by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 16.6M | $1.6B | — |
| 2024Q2 | 16.9M | $1.8B | +13.2% |
| 2024Q3 | 18.7M | $2.4B | +35.9% |
| 2024Q4 | 18.7M | $2.4B | -1.6% |
| 2025Q1 | 21.3M | $3.3B | +38.6% |
| 2025Q2 | 20.2M | $3.1B | -4.9% |
| 2025Q3 | 20.0M | $3.6B | +15.0% |
| 2025Q4 | 18.7M | $3.5B | -2.9% |
| 2026Q1 | 17.0M | $3.4B | -3.2% |
← Back to WELL holders ← Back to WELL profile
Data source: SEC EDGAR Form 13F