Capital Fund Management (CFM)
WELL icon

Capital Fund Management (CFM)’s Welltower WELL Stock Holding History

Capital Fund Management (CFM)’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
2026
Q1 		$2.25M Sell
11,400
-29,300
-72% -$5.79M 0.01% 1300
2025
Q4 		$7.55M Buy
40,700
+15,100
+59% +$2.82M 0.02% 973
2025
Q3 		$4.56M Sell
25,600
-10,300
-29% -$1.69M 0.01% 1307
2025
Q2 		$5.52M Buy
35,900
+25,700
+252% +$3.84M 0.02% 1080
2025
Q1 		$1.56M Buy
+10,200
New +$1.45M ﹤0.01% 1516
2024
Q1 		– Sell
-24,800
Closed -$2.24M – 2306
2023
Q4 		$2.24M Sell
24,800
-25,200
-50% -$2.19M 0.01% 1480
2023
Q3 		$4.1M Buy
+50,000
New +$4.11M 0.01% 1043
2023
Q2 		– Sell
-12,600
Closed -$903K – 1912
2023
Q1 		$903K Sell
12,600
-40,700
-76% -$2.95M ﹤0.01% 1301
2022
Q4 		$3.49M Buy
+53,300
New +$3.43M 0.02% 754
2022
Q2 		– Sell
-25,000
Closed -$2.4M – 1671
2022
Q1 		$2.4M Sell
25,000
-29,800
-54% -$2.59M 0.02% 882
2021
Q4 		$4.7M Buy
+54,800
New +$4.57M 0.03% 664
2020
Q3 		– Sell
-19,800
Closed -$1.02M – 1414
2020
Q2 		$1.02M Buy
+19,800
New +$973K 0.02% 689
2020
Q1 		– Sell
-21,000
Closed -$1.72M – 2075
2019
Q4 		$1.72M Sell
21,000
-1,800
-8% -$154K 0.01% 902
2019
Q3 		$2.07M Sell
22,800
-27,900
-55% -$2.43M 0.02% 782
2019
Q2 		$4.13M Sell
50,700
-900
-2% -$70.7K 0.04% 568
2019
Q1 		$4M Sell
51,600
-32,600
-39% -$2.45M 0.04% 571
2018
Q4 		$5.84M Buy
84,200
+14,000
+20% +$952K 0.05% 455
2018
Q3 		$4.51M Sell
70,200
-20,900
-23% -$1.35M 0.02% 806
2018
Q2 		$5.71M Buy
91,100
+34,100
+60% +$1.9M 0.03% 689
2018
Q1 		$3.1M Buy
+57,000
New +$3.22M 0.02% 845
2017
Q3 		– Sell
-4,600
Closed -$344K – 1773
2017
Q2 		$344K Buy
+4,600
New +$336K ﹤0.01% 1227
2017
Q1 		– Sell
-24,400
Closed -$1.63M – 1855
2016
Q4 		$1.63M Sell
24,400
-6,600
-21% -$437K 0.01% 842
2016
Q3 		$2.32M Sell
31,000
-2,400
-7% -$184K 0.02% 713
2016
Q2 		$2.54M Buy
33,400
+26,000
+351% +$1.85M 0.02% 664
2016
Q1 		$513K Sell
7,400
-1,200
-14% -$77.4K 0.01% 1132
2015
Q4 		$585K Buy
8,600
+100
+1% +$6.53K 0.01% 1071
2015
Q3 		$576K Sell
8,500
-2,400
-22% -$160K 0.01% 986
2015
Q2 		$715K Sell
10,900
-7,900
-42% -$566K 0.01% 940
2015
Q1 		$1.45M Buy
18,800
+900
+5% +$70.8K 0.02% 664
2014
Q4 		$1.35M Buy
17,900
+4,100
+30% +$293K 0.02% 803
2014
Q3 		$861K Sell
13,800
-4,500
-25% -$290K 0.01% 972
2014
Q2 		$1.15M Buy
18,300
+5,000
+38% +$315K 0.01% 909
2014
Q1 		$793K Sell
13,300
-18,800
-59% -$1.07M 0.01% 1033
2013
Q4 		$1.72M Buy
32,100
+15,100
+89% +$898K 0.02% 758
2013
Q3 		$1.06M Buy
+17,000
New +$1.08M 0.01% 850

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Fund Management (CFM)'s WELL Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of Welltower (WELL) in Q3 2025, closing a stake of 31,686 shares — an estimated $5.21M sold.

Capital Fund Management (CFM) first reported a position in WELL in Q3 2015 and held it in 14 quarters. The position peaked at $31M in Q4 2024. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Capital Fund Management (CFM) reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 31,686 Welltower shares in Q3 2025, an estimated $5.21M.
  • Capital Fund Management (CFM) first reported a position in Welltower in Q3 2015 and held it in 14 quarters.
  • Capital Fund Management (CFM)'s Welltower position peaked at $31M in Q4 2024.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.