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Alpine Global Management’s Welltower WELL Stock Holding History

Alpine Global Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,636
Closed -$252K – 292
2025
Q2 		$252K Buy
+1,636
New +$244K 0.06% 112
2024
Q3 		– Sell
-22,000
Closed -$2.29M – 473
2024
Q2 		$2.29M Sell
22,000
-1,500
-6% -$147K 0.4% 54
2024
Q1 		$2.2M Sell
23,500
-34,200
-59% -$3.1M 0.43% 50
2023
Q4 		$5.2M Buy
+57,700
New +$5.01M 1.42% 12
2015
Q3 		– Sell
-1,584
Closed -$104K – 811
2015
Q2 		$104K Sell
1,584
-1,518
-49% -$109K 0.02% 565
2015
Q1 		$240K Sell
3,102
-4,501
-59% -$354K 0.08% 263
2014
Q4 		$575K Buy
+7,603
New +$543K 0.1% 227

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alpine Global Management's WELL Position: Q3 2025 in Review

Alpine Global Management sold out of Welltower (WELL) in Q3 2025, closing a stake of 1,636 shares — an estimated $252K sold.

Alpine Global Management first reported a position in WELL in Q4 2014 and held it in 7 quarters. The position peaked at $5.2M in Q4 2023. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Alpine Global Management reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Alpine Global Management sold 1,636 Welltower shares in Q3 2025, an estimated $252K.
  • Alpine Global Management first reported a position in Welltower in Q4 2014 and held it in 7 quarters.
  • Alpine Global Management's Welltower position peaked at $5.2M in Q4 2023.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Alpine Global Management's 13F filing for Q3 2025, filed 14 Nov 2025.