Capital World Investors
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Capital World Investors’s Welltower WELL Stock Holding History

Capital World Investors’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 		$757M Buy
2025
Q2 		$244M Buy
2014
Q3 		– Sell
2014
Q2 		$116M Sell
2014
Q1 		$310M Sell
2013
Q4 		$361M Sell
2013
Q3 		$422M Buy
2013
Q2 		$420M Buy