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Freestone Grove Partners’s Welltower WELL Stock Holding History

Freestone Grove 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
2026
Q2 		$454 Buy
+2
New +$423 ﹤0.01% 908
2025
Q4 		– Sell
-101,272
Closed -$18M – 969
2025
Q3 		$18M Buy
101,272
+89,367
+751% +$14.7M 0.13% 229
2025
Q2 		$1.83M Buy
+11,905
New +$1.78M 0.01% 379

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Freestone Grove Partners's WELL Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Welltower (WELL) in Q2 2026: 2 shares worth $454. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in WELL as recently as Q3 2025.

Freestone Grove Partners first reported a position in WELL in Q2 2025 and has held it in 3 quarters since. The position peaked at $18M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Freestone Grove Partners held 2 shares of Welltower worth $454 as of Q2 2026.
  • Welltower was a new Freestone Grove Partners position in Q2 2026.
  • Welltower made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #908 holding.
  • Freestone Grove Partners first reported a position in Welltower in Q2 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Welltower position peaked at $18M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.