AEW CAPITAL MANAGEMENT L P

Position in WELL — Welltower Inc.

CIK 1046187 BOSTON, MA

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Position in WELL

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$210,344,657

+$29,702,325 QoQ

Shares Held

1,063,905

+9.3% QoQ

Ownership

0.151%

of shares outstanding

% of Portfolio

15.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 86.31184175278807.ToString("F0")% Shared 0.ToString("F0")% None 13.688158247211923.ToString("F0")%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Mar 31, 2026

AEW CAPITAL MANAGEMENT L P holds $214,571,259 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (98.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	1,063,905	$210,344,657
2	VTR	Ventas, Inc.	51,127	$4,181,166
3	AHR	American Healthcare REIT, Inc.	500	$23,580
4	SILA	Sila Realty Trust, Inc.	923	$21,856

All Filings in WELL

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$210,344,657	1,063,905	+9.3%	Shares	Defined	2026-04-28
2025-12-31	$180,642,332	973,236	-19.2%	Shares	Defined	2026-02-06
2025-09-30	$214,669,387	1,205,060	-6.1%	Shares	Defined	2025-11-10
2025-06-30	$197,278,632	1,283,280	-6.7%	Shares	Defined	2025-08-06
2025-03-31	$210,796,734	1,375,868	-2.3%	Shares	Defined	2025-05-14
2024-12-31	$177,510,481	1,408,478	+2.8%	Shares	Defined	2025-02-05
2024-09-30	$175,445,654	1,370,348	+1.3%	Shares	Defined	2024-11-14
2024-06-30	$140,956,008	1,352,096	+4.8%	Shares	Defined	2024-08-14
2024-03-31	$120,557,783	1,290,216	+9.8%	Shares	Defined	2024-05-08
2023-12-31	$105,938,929	1,174,880	+52.0%	Shares	Defined	2024-02-02
2023-09-30	$63,331,942	773,095	+1.6%	Shares	Defined	2023-11-02
2023-06-30	$61,540,222	760,789	-23.0%	Shares	Defined	2023-08-03
2023-03-31	$70,810,292	987,729	-1.6%	Shares	Defined	2023-05-08
2022-12-31	$65,812,134	1,003,999	-5.7%	Shares	Defined	2023-02-06
2022-09-30	$68,480,603	1,064,686	+37.1%	Shares	Defined	2022-10-28
2022-06-30	$63,971,621	776,826	-24.1%	Shares	Defined	2022-08-04
2022-03-31	$98,359,680	1,023,088	-23.3%	Shares	Defined	2022-05-03
2021-12-31	$114,443,511	1,334,307	-13.6%	Shares	Defined	2022-02-08
2021-09-30	$127,259,136	1,544,407	-9.5%	Shares	Defined	2021-11-10
2021-06-30	$141,877,211	1,707,307	-39.8%	Shares	Defined	2021-08-05
2021-03-31	$203,142,035	2,835,991	-6.9%	Shares	Defined	2021-05-04
2020-12-31	$196,910,516	3,047,207	+0.2%	Shares	Defined	2021-02-02
2020-09-30	$167,562,129	3,041,607	+51.0%	Shares	Defined	2020-11-06
2020-06-30	$104,266,262	2,014,807	+43.4%	Shares	Defined	2020-08-04
2020-03-31	$64,304,052	1,404,632	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.