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Equibles

AEW CAPITAL MANAGEMENT L P

Position in WELL — Welltower Inc.

CIK 1046187 BOSTON, MA
Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$261,901,816
+$51,557,159 QoQ
Shares Held
1,153,905
+8.5% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
15.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 75% Shared 0% None 25%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

AEW CAPITAL MANAGEMENT L P holds $267,290,321 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (98.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
This page 		1,153,905 $261,901,816
2 VTR
Ventas, Inc.
 60,329 $5,357,215
3 AHR
American Healthcare REIT, Inc.
 600 $31,290

All Filings in WELL

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $261,901,816 1,153,905
2026-03-31 $210,344,657 1,063,905
2025-12-31 $180,642,332 973,236
2025-09-30 $214,669,387 1,205,060
2025-06-30 $197,278,632 1,283,280
2025-03-31 $210,796,734 1,375,868
2024-12-31 $177,510,481 1,408,478
2024-09-30 $175,445,654 1,370,348
2024-06-30 $140,956,008 1,352,096
2024-03-31 $120,557,783 1,290,216
2023-12-31 $105,938,929 1,174,880
2023-09-30 $63,331,942 773,095
2023-06-30 $61,540,222 760,789
2023-03-31 $70,810,292 987,729
2022-12-31 $65,812,134 1,003,999
2022-09-30 $68,480,603 1,064,686
2022-06-30 $63,971,621 776,826
2022-03-31 $98,359,680 1,023,088
2021-12-31 $114,443,511 1,334,307
2021-09-30 $127,259,136 1,544,407
2021-06-30 $141,877,211 1,707,307
2021-03-31 $203,142,035 2,835,991
2020-12-31 $196,910,516 3,047,207
2020-09-30 $167,562,129 3,041,607
2020-06-30 $104,266,262 2,014,807
2020-03-31 $64,304,052 1,404,632