Aviva PLC

SEC CIK: 0001140022
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Aviva PLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overview All 13F holders of WELL Full Q2 2026 holdings

Shares (Q2 2026): 616,109
Value: $139.8M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of WELL by Aviva PLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	616,109	$139.8M	0.2%	+49,140+8.7%	Added	Holders
Q1 2026	566,969	$112.1M	0.2%	+18,149+3.3%	Added	Holders
Q4 2025	548,820	$101.9M	0.2%	+29,266+5.6%	Added	Holders
Q3 2025	519,554	$92.6M	0.2%	+34,608+7.1%	Added	Holders
Q2 2025	484,946	$74.6M	0.2%	+50,075+11.5%	Added	Holders
Q1 2025	434,871	$66.6M	0.2%	+62,398+16.8%	Added	Holders
Q4 2024	372,473	$46.9M	0.1%	−241,437−39.3%	Reduced	Holders
Q3 2024	613,910	$78.6M	0.2%	+113,173+22.6%	Added	Holders
Q2 2024	500,737	$52.2M	0.1%	+119,703+31.4%	Added	Holders
Q1 2024	381,034	$35.6M	0.1%	−61,399−13.9%	Reduced	Holders
Q4 2023	442,433	$39.9M	0.1%	+49,284+12.5%	Added	Holders
Q3 2023	393,149	$32.2M	0.1%	−66,544−14.5%	Reduced	Holders
Q2 2023	459,693	$37.2M	0.2%	−195,366−29.8%	Reduced	Holders
Q1 2023	655,059	$47.0M	0.2%	−1,867−0.3%	Reduced	Holders
Q4 2022	656,926	$43.1M	0.2%	+188,973+40.4%	Added	Holders
Q3 2022	467,953	$30.1M	0.2%	+122,066+35.3%	Added	Holders
Q2 2022	345,887	$28.5M	0.2%	+157,675+83.8%	Added	Holders
Q1 2022	188,212	$18.1M	0.1%	+17,014+9.9%	Added	Holders
Q4 2021	171,198	$14.7M	0.1%	+1,253+0.7%	Added	Holders
Q3 2021	169,945	$14.0M	0.1%	−6,389−3.6%	Reduced	Holders
Q2 2021	176,334	$14.7M	0.1%	−21,724−11.0%	Reduced	Holders
Q1 2021	198,058	$14.2M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.