Question 1

How many shares of WELL does CONGRESS ASSET MANAGEMENT CO own?

Accepted Answer

As of 2026-Q2, CONGRESS ASSET MANAGEMENT CO holds 721,601 shares of WELL (WELLTOWER INC).

Question 2

What is CONGRESS ASSET MANAGEMENT CO's WELL position worth?

Accepted Answer

As of 2026-Q2, CONGRESS ASSET MANAGEMENT CO's WELL position is worth $163.8M.

Question 3

Is CONGRESS ASSET MANAGEMENT CO buying or selling WELL?

Accepted Answer

In 2026-Q2, CONGRESS ASSET MANAGEMENT CO decreased their WELL position (-3.8% change in shares).

Question 4

When did CONGRESS ASSET MANAGEMENT CO first buy WELL?

Accepted Answer

Based on available 13F filings, CONGRESS ASSET MANAGEMENT CO first reported a position in WELL in 2025-Q2. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	721,601	-3.8%	$163.8M	1.0%	$214.07	0
2026-Q1	Decreased	750,200	-0.4%	$148.3M	1.1%	$208.00	0
2025-Q4	Increased	753,330	+28.0%	$139.8M	1.0%	$188.00	53
2025-Q3	Increased	588,622	+1.7%	$104.9M	0.7%	$175.51	43
2025-Q2	New	578,845	-	$89M	0.6%	$150.87	58

WELL5 quarters

WELL
5 quarters