FFG Partners’s Welltower WELL Stock Holding History

FFG 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 Q2	–	Sell	-44,225	Closed	-$6.78M	–	36
2025 Q1	$6.78M	Buy	+44,225	New	+$6.3M	2.79%	14

Other funds holding WELL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FFG Partners's WELL Position: Q2 2025 in Review

FFG Partners sold out of Welltower (WELL) in Q2 2025, closing a stake of 44,225 shares — an estimated $6.78M sold.

FFG Partners first reported a position in WELL in Q1 2025 and held it in 1 quarter. The position peaked at $6.78M in Q1 2025. 1,265 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

FFG Partners reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
FFG Partners sold 44,225 Welltower shares in Q2 2025, an estimated $6.78M.
FFG Partners first reported a position in Welltower in Q1 2025 and held it in 1 quarter.
FFG Partners's Welltower position peaked at $6.78M in Q1 2025.
1,265 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on FFG Partners's 13F filing for Q2 2025, filed 22 Jul 2025.