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Catalyst Funds Management’s Welltower WELL Stock Holding History

Catalyst Funds 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
-32,500
Closed -$5M – 669
2025
Q2 		$5M Buy
32,500
+11,400
+54% +$1.7M 1.38% 9
2025
Q1 		$3.23M Buy
+21,100
New +$3.01M 0.85% 20
2024
Q4 		– Sell
-12,000
Closed -$1.54M – 1273
2024
Q3 		$1.54M Buy
+12,000
New +$1.4M 0.34% 54

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Catalyst Funds Management's WELL Position: Q3 2025 in Review

Catalyst Funds Management sold out of Welltower (WELL) in Q3 2025, closing a stake of 32,500 shares — an estimated $5M sold.

Catalyst Funds Management first reported a position in WELL in Q3 2024 and held it in 3 quarters. The position peaked at $5M in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Catalyst Funds Management reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 32,500 Welltower shares in Q3 2025, an estimated $5M.
  • Catalyst Funds Management first reported a position in Welltower in Q3 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Welltower position peaked at $5M in Q2 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Catalyst Funds Management's 13F filing for Q3 2025, filed 12 Nov 2025.