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Corton Capital’s Welltower WELL Stock Holding History

Corton Capital’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 		$268K Buy
+1,504
New +$247K 0.66% 42
2024
Q4 		– Sell
-2,912
Closed -$373K – 669
2024
Q3 		$373K Sell
2,912
-383
-12% -$44.7K 0.18% 124
2024
Q2 		$344K Buy
+3,295
New +$323K 0.18% 145
2024
Q1 		– Sell
-3,956
Closed -$357K – 669
2023
Q4 		$357K Buy
+3,956
New +$343K 0.11% 260

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

Corton Capital's WELL Position: Q3 2025 in Review

Corton Capital opened a new position in Welltower (WELL) in Q3 2025: 1,504 shares worth $268K. The stake represents 0.66% of the portfolio and ranks #42 among its holdings. This is a return to the name: Corton Capital previously reported a position in WELL as recently as Q3 2024.

Corton Capital first reported a position in WELL in Q4 2023 and has held it in 4 quarters since. The position peaked at $373K in Q3 2024. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Corton Capital held 1,504 shares of Welltower worth $268K as of Q3 2025.
  • Welltower was a new Corton Capital position in Q3 2025.
  • Welltower made up 0.66% of Corton Capital's portfolio in Q3 2025, its #42 holding.
  • Corton Capital first reported a position in Welltower in Q4 2023 and has held it in 4 quarters since.
  • Corton Capital's Welltower position peaked at $373K in Q3 2024.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Corton Capital's 13F filing for Q3 2025, filed 14 Nov 2025.