Capital Research Global Investors
WELL icon

Capital Research Global Investors’s Welltower WELL Stock Holding History

Capital Research Global Investors’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$47.1M Sell
306,310
-263,690
-46% -$40.5M 0.01% 350
2025
Q1 		$87.3M Sell
570,000
-108,940
-16% -$16.7M 0.02% 299
2024
Q4 		$85.6M Buy
678,940
+14,994
+2% +$1.89M 0.02% 317
2024
Q3 		$85M Buy
663,946
+11,700
+2% +$1.5M 0.02% 295
2024
Q2 		$68M Buy
+652,246
New +$68M 0.01% 310