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Chesapeake Asset Management’s Welltower WELL Stock Holding History

Chesapeake Asset 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
Q2 		– Sell
-5
Closed -$766 – 541
2025
Q1 		$766 Hold
5
– – ﹤0.01% 388
2024
Q4 		$630 Hold
5
– – ﹤0.01% 370
2024
Q3 		$640 Buy
+5
New +$583 ﹤0.01% 351

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chesapeake Asset Management's WELL Position: Q2 2025 in Review

Chesapeake Asset Management sold out of Welltower (WELL) in Q2 2025, closing a stake of 5 shares — an estimated $766 sold.

Chesapeake Asset Management first reported a position in WELL in Q3 2024 and held it in 3 quarters. The position peaked at $766 in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Chesapeake Asset Management reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
  • Chesapeake Asset Management sold 5 Welltower shares in Q2 2025, an estimated $766.
  • Chesapeake Asset Management first reported a position in Welltower in Q3 2024 and held it in 3 quarters.
  • Chesapeake Asset Management's Welltower position peaked at $766 in Q1 2025.
  • 1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Chesapeake Asset Management's 13F filing for Q2 2025, filed 15 Oct 2025.