Naviter Wealth, LLC’s Welltower Inc Position
Does Naviter Wealth, LLC own Welltower Inc (WELL)? Yes — 49.3K shares worth $10M (+1.22% of its 13F portfolio) as of Q1 2026, up from 42.9K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
49.3K
% of Portfolio
+1.22%
Quarters Held
18
currently held
Position History WELL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 49.3K | $10M | +1.22% |
| Q4 2025 | 42.9K | $8M | +1.04% |
| Q3 2025 | 46.8K | $8M | +0.97% |
| Q2 2025 | 43.0K | $7M | +0.81% |
| Q1 2025 | 38.1K | $6M | +0.71% |
| Q4 2024 | 36.8K | $5M | +0.56% |
| Q3 2024 | 32.1K | $4M | +0.57% |
| Q2 2024 | 34.9K | $4M | +0.54% |
| Q1 2024 | 32.8K | $3M | +0.50% |
| Q4 2023 | 29.5K | $3M | +0.53% |
| Q3 2023 | 24.9K | $2M | +0.49% |
| Q2 2023 | 22.8K | $2M | +0.47% |
| Q1 2023 | 20.1K | $1M | +0.51% |
| Q4 2022 | 18.2K | $1M | +0.37% |
| Q3 2022 | 15.3K | $981,000 | +0.40% |
| Q2 2022 | 8.9K | $732,000 | +0.30% |
| Q1 2022 | 9.3K | $895,000 | +0.30% |
| Q4 2021 | 9.5K | $818,000 | +0.24% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Naviter Wealth, LLC’s full portfolio or all institutional holders of WELL.