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Convergence Investment Partners’s Welltower WELL Stock Holding History

Convergence Investment Partners’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
-5,154
Closed -$792K – 296
2025
Q2 		$792K Buy
+5,154
New +$770K 0.2% 163
2024
Q2 		– Sell
-3,842
Closed -$359K – 300
2024
Q1 		$359K Buy
3,842
+1,127
+42% +$102K 0.14% 174
2023
Q4 		$245K Buy
+2,715
New +$236K 0.13% 161
2018
Q2 		– Sell
-379
Closed -$21K – 907
2018
Q1 		$21K Sell
379
-13,419
-97% -$758K ﹤0.01% 588
2017
Q4 		$880K Sell
13,798
-1,261
-8% -$84.6K 0.12% 248
2017
Q3 		$1.06M Buy
15,059
+535
+4% +$38.9K 0.15% 229
2017
Q2 		$1.09M Buy
+14,524
New +$1.06M 0.16% 234
2015
Q2 		– Sell
-23,265
Closed -$1.8M – 425
2015
Q1 		$1.8M Buy
+23,265
New +$1.83M 0.25% 151

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

Convergence Investment Partners's WELL Position: Q3 2025 in Review

Convergence Investment Partners sold out of Welltower (WELL) in Q3 2025, closing a stake of 5,154 shares — an estimated $792K sold.

Convergence Investment Partners first reported a position in WELL in Q1 2015 and held it in 8 quarters. The position peaked at $1.8M in Q1 2015. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Convergence Investment Partners reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 5,154 Welltower shares in Q3 2025, an estimated $792K.
  • Convergence Investment Partners first reported a position in Welltower in Q1 2015 and held it in 8 quarters.
  • Convergence Investment Partners's Welltower position peaked at $1.8M in Q1 2015.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Convergence Investment Partners's 13F filing for Q3 2025, filed 4 Nov 2025.