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WELLWELL
5 quarters

Position history for CONGRESS ASSET MANAGEMENT COCONGRESS ASSET MANAGEMENT CO's holdings in WELLTOWER INC

CONGRESS ASSET MANAGEMENT CO holds 721,601 shares of WELL (WELLTOWER INC), worth $163.8M as of 2026-Q2. The position was decreased (-3.8% shares). WELL represents 1.0% of CONGRESS ASSET MANAGEMENT CO's portfolio.

Current Value

$163.8M

Current Shares

721,601

Total Value Change

+$74.8M

Total Shares Change

+142,756

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
721,601
-3.8%
$163.8M1.0%$226.12
0
2026-Q1
Decreased
750,200
-0.4%
$148.3M1.1%$196.30
0
2025-Q4
Increased
753,330
+28.0%
$139.8M1.0%$183.63
53
2025-Q3
Increased
588,622
+1.7%
$104.9M0.7%$175.56
43
2025-Q2
New
578,845
-
$89M0.6%$150.83
58

Other major holders of WELL: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., VANGUARD GROUP INC

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