Appleton Partners Inc/Ma / WELL
Appleton Partners Inc/Ma’s Welltower Inc Position
Does Appleton Partners Inc/Ma own Welltower Inc (WELL)? Yes — 95.1K shares worth $19M (+1.31% of its 13F portfolio) as of Q1 2026, up from 93.0K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
95.1K
% of Portfolio
+1.31%
Quarters Held
14
currently held
Position History WELL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 95.1K | $19M | +1.31% |
| Q4 2025 | 93.0K | $17M | +1.14% |
| Q3 2025 | 89.6K | $16M | +1.07% |
| Q2 2025 | 89.4K | $14M | +0.97% |
| Q1 2025 | 81.6K | $13M | +0.97% |
| Q4 2024 | 26.1K | $3M | +0.24% |
| Q3 2024 | 26.0K | $3M | +0.24% |
| Q2 2024 | 26.2K | $3M | +0.21% |
| Q1 2024 | 26.3K | $2M | +0.19% |
| Q4 2023 | 25.0K | $2M | +0.18% |
| Q3 2023 | 24.2K | $2M | +0.18% |
| Q2 2023 | 21.8K | $2M | +0.15% |
| Q1 2023 | 9.1K | $656,000 | +0.06% |
| Q4 2022 | 8.2K | $537,000 | +0.05% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of WELL.