BCM
WELL icon

Blume Capital Management’s Welltower WELL Stock Holding History

Blume Capital 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
-7
Closed -$1.08K – 454
2025
Q2 		$1.08K Buy
7
+2
+40% +$299 ﹤0.01% 358
2025
Q1 		$767 Buy
+5
New +$712 ﹤0.01% 383
2015
Q3 		– Sell
-1,000
Closed -$66K – 254
2015
Q2 		$66K Sell
1,000
-200
-17% -$14.3K 0.05% 90
2015
Q1 		$93K Sell
1,200
-400
-25% -$31.5K 0.06% 92
2014
Q4 		$121K Buy
+1,600
New +$114K 0.09% 77

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Blume Capital Management's WELL Position: Q3 2025 in Review

Blume Capital Management sold out of Welltower (WELL) in Q3 2025, closing a stake of 7 shares — an estimated $1.08K sold.

Blume Capital Management first reported a position in WELL in Q4 2014 and held it in 5 quarters. The position peaked at $121K in Q4 2014. 1,335 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Blume Capital Management reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Blume Capital Management sold 7 Welltower shares in Q3 2025, an estimated $1.08K.
  • Blume Capital Management first reported a position in Welltower in Q4 2014 and held it in 5 quarters.
  • Blume Capital Management's Welltower position peaked at $121K in Q4 2014.
  • 1,335 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Blume Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.