GW&K Investment Management, LLC

Position in WELL — Welltower Inc.

CIK 1082917 BOSTON, MA

Position in WELL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$99,866

+$11,886 QoQ

Shares Held

440

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,352

of 1,580 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

GW&K Investment Management, LLC holds $56,289,345 across 5 REIT - Healthcare Facilities names. WELL ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOC	Healthpeak Properties, Inc.	1,474,255	$31,549,056
2	NHI	National Health Investors Inc	322,529	$24,596,060
3	WELL	Welltower Inc. This page	440	$99,866
4	VTR	Ventas, Inc.	391	$34,720
5	CTRE	CareTrust REIT, Inc.	239	$9,643

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,866	440	-1.1%	Shares	Sole	2026-08-12
2026-03-31	$87,980	445	+13.5%	Shares	Sole	2026-05-13
2025-12-31	$72,759	392	+8.9%	Shares	Sole	2026-02-11
2025-09-30	$64,130	360	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$55,189	359	+10.1%	Shares	Sole	2025-08-11
2025-03-31	$49,946	326	+20.7%	Shares	Sole	2025-05-05
2024-12-31	$34,028	270	+4.7%	Shares	Sole	2025-02-05
2024-09-30	$33,031	258	+28.4%	Shares	Sole	2024-11-07
2024-06-30	$20,954	201	+19.6%	Shares	Sole	2024-08-12
2024-03-31	$15,697	168	-2.9%	Shares	Sole	2024-05-08
2023-12-31	$15,599	173	+21.0%	Shares	Sole	2024-02-09
2023-09-30	$11,714	143	+5.9%	Shares	Sole	2023-11-09
2023-06-30	$10,920	135	+4400.0%	Shares	Sole	2023-08-09
2023-03-31	$215	3	-90.9%	Shares	Sole	2023-05-09
2022-06-30	$2,717	33	+37.5%	Shares	Sole	2022-08-09
2022-03-31	$2,307	24	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.