Flat Footed LLC’s Welltower WELL Stock Holding History

Flat Footed 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
2026 Q1	$8.17M	Sell	41,300 -123,700	-75%	-$24.4M	0.89%	26
2025 Q4	$30.6M	Hold	165,000	–	–	3.35%	10
2025 Q3	$29.4M	Sell	165,000 -100,000	-38%	-$16.4M	3.63%	7
2025 Q2	$40.7M	Sell	265,000 -174,400	-40%	-$26.1M	7.14%	6
2025 Q1	$67.3M	Sell	439,400 -293,800	-40%	-$41.9M	16.93%	2
2024 Q4	$92.4M	Sell	733,200 -506,500	-41%	-$66.5M	23.46%	1
2024 Q3	$159M	Buy	1,239,700 +250,100	+25%	+$29.2M	12.32%	3
2024 Q2	$103M	Buy	+989,600	New	+$97M	9.71%	3
2022 Q2	–	Sell	-46,700	Closed	-$4.49M	–	48
2022 Q1	$4.49M	Sell	46,700 -102,300	-69%	-$8.89M	1.55%	19
2021 Q4	$12.8M	Buy	+149,000	New	+$12.4M	3.2%	11

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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