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Clarius Group LLC’s Welltower WELL Stock Holding History

Clarius Group LLC’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
Q4 		$316K Sell
1,703
-143
-8% -$26.7K 0.02% 279
2025
Q3 		$329K Sell
1,846
-382
-17% -$62.8K 0.02% 281
2025
Q2 		$343K Sell
2,228
-302
-12% -$45.1K 0.02% 323
2025
Q1 		$388K Sell
2,530
-141
-5% -$20.1K 0.02% 290
2024
Q4 		$337K Sell
2,671
-47
-2% -$6.17K 0.02% 286
2024
Q3 		$347K Sell
2,718
-98
-3% -$11.4K 0.02% 286
2024
Q2 		$294K Sell
2,816
-161
-5% -$15.8K 0.02% 315
2024
Q1 		$278K Sell
2,977
-509
-15% -$46.1K 0.02% 351
2023
Q4 		$314K Sell
3,486
-321
-8% -$27.9K 0.03% 336
2023
Q3 		$312K Sell
3,807
-1,100
-22% -$90.5K 0.03% 322
2023
Q2 		$397K Sell
4,907
-115
-2% -$8.86K 0.03% 315
2023
Q1 		$360K Sell
5,022
-22
-0.4% -$1.6K 0.03% 331
2022
Q4 		$331K Sell
5,044
-65
-1% -$4.18K 0.03% 356
2022
Q3 		$329K Buy
5,109
+1,049
+26% +$82K 0.03% 318
2022
Q2 		$334K Buy
4,060
+311
+8% +$27.7K 0.03% 308
2022
Q1 		$322K Hold
3,749
– – 0.03% 341
2021
Q4 		$322K Buy
3,749
+201
+6% +$16.8K 0.03% 341
2021
Q3 		$292K Buy
3,548
+144
+4% +$12.4K 0.03% 324
2021
Q2 		$283K Buy
3,404
+43
+1% +$3.29K 0.03% 322
2021
Q1 		$241K Sell
3,361
-5
-0.1% -$336 0.02% 331
2020
Q4 		$218K Buy
+3,366
New +$204K 0.02% 320
2020
Q1 		– Sell
-3,490
Closed -$296K – 309
2019
Q4 		$296K Sell
3,490
-161
-4% -$13.8K 0.05% 202
2019
Q3 		$331K Buy
3,651
+164
+5% +$14.3K 0.06% 172
2019
Q2 		$284K Buy
3,487
+480
+16% +$37.7K 0.06% 182
2019
Q1 		$233K Buy
+3,007
New +$226K 0.06% 176

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clarius Group LLC's WELL Position: Q4 2025 in Review

Clarius Group LLC reduced its Welltower (WELL) stake by 7.7% in Q4 2025, selling an estimated $26.7K and leaving 1,703 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #279.

Clarius Group LLC first reported a position in WELL in Q1 2019 and has held it in 25 quarters since. The position peaked at $397K in Q2 2023. 1,430 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Clarius Group LLC held 1,703 shares of Welltower worth $316K as of Q4 2025.
  • Clarius Group LLC sold 143 Welltower shares in Q4 2025, an estimated $26.7K.
  • Welltower made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #279 holding.
  • Clarius Group LLC first reported a position in Welltower in Q1 2019 and has held it in 25 quarters since.
  • Clarius Group LLC's Welltower position peaked at $397K in Q2 2023.
  • 1,430 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.