Corebridge Financial’s Welltower WELL Stock Holding History

Corebridge Financial’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	-167,813	Closed	-$25.7M	–	2774
2025 Q1	$25.7M	Buy	167,813 +1,911	+1%	+$272K	0.15%	106
2024 Q4	$20.9M	Buy	165,902 +22,036	+15%	+$2.89M	0.11%	132
2024 Q3	$18.4M	Sell	143,866 -8,802	-6%	-$1.03M	0.1%	169
2024 Q2	$15.9M	Buy	+152,668	New	+$15M	0.09%	193

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corebridge Financial's WELL Position: Q2 2025 in Review

Corebridge Financial sold out of Welltower (WELL) in Q2 2025, closing a stake of 167,813 shares — an estimated $25.7M sold.

Corebridge Financial first reported a position in WELL in Q2 2024 and held it in 4 quarters. The position peaked at $25.7M in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Corebridge Financial reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
Corebridge Financial sold 167,813 Welltower shares in Q2 2025, an estimated $25.7M.
Corebridge Financial first reported a position in Welltower in Q2 2024 and held it in 4 quarters.
Corebridge Financial's Welltower position peaked at $25.7M in Q1 2025.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.