Board of the Pension Protection Fund’s Welltower WELL Stock Holding History

Board of the Pension Protection Fund’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 Q2	–	Sell	-1,000	Closed	-$153K	–	198
2025 Q1	$153K	Sell	1,000 -6,300	-86%	-$898K	0.17%	130
2024 Q4	$920K	Buy	+7,300	New	+$958K	1.06%	35

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Board of the Pension Protection Fund's WELL Position: Q2 2025 in Review

Board of the Pension Protection Fund sold out of Welltower (WELL) in Q2 2025, closing a stake of 1,000 shares — an estimated $153K sold.

Board of the Pension Protection Fund first reported a position in WELL in Q4 2024 and held it in 2 quarters. The position peaked at $920K in Q4 2024. 1,267 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Board of the Pension Protection Fund reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
Board of the Pension Protection Fund sold 1,000 Welltower shares in Q2 2025, an estimated $153K.
Board of the Pension Protection Fund first reported a position in Welltower in Q4 2024 and held it in 2 quarters.
Board of the Pension Protection Fund's Welltower position peaked at $920K in Q4 2024.
1,267 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Board of the Pension Protection Fund's 13F filing for Q2 2025, filed 25 Jul 2025.