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GAM Holding’s Welltower WELL Stock Holding History

GAM Holding’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 		– Sell
-8,879
Closed -$1.65M – 345
2025
Q4 		$1.65M Buy
8,879
+6,952
+361% +$1.3M 0.11% 171
2025
Q3 		$343K Buy
+1,927
New +$317K 0.02% 254
2025
Q2 		– Sell
-11,136
Closed -$1.71M – 243
2025
Q1 		$1.71M Buy
+11,136
New +$1.59M 0.13% 126
2018
Q2 		– Sell
-8,372
Closed -$456K – 981
2018
Q1 		$456K Buy
+8,372
New +$473K 0.02% 653
2017
Q3 		– Sell
-47,844
Closed -$3.58M – 938
2017
Q2 		$3.58M Sell
47,844
-1
-0% -$73 0.05% 383
2017
Q1 		$3.39M Buy
47,845
+240
+0.5% +$16.2K 0.05% 402
2016
Q4 		$3.19M Buy
47,605
+31,380
+193% +$2.08M 0.06% 379
2016
Q3 		$1.21M Sell
16,225
-529
-3% -$40.5K 0.02% 577
2016
Q2 		$1.28M Sell
16,754
-1,211
-7% -$86K 0.02% 618
2016
Q1 		$1.25M Buy
17,965
+302
+2% +$19.5K 0.02% 585
2015
Q4 		$1.2M Buy
17,663
+9,051
+105% +$591K 0.02% 647
2015
Q3 		$583K Buy
8,612
+207
+2% +$13.8K 0.01% 809
2015
Q2 		$552K Buy
8,405
+2,221
+36% +$159K 0.01% 848
2015
Q1 		$478K Buy
6,184
+1,196
+24% +$94.1K 0.01% 853
2014
Q4 		$377K Hold
4,988
– – 0.01% 872
2014
Q3 		$311K Hold
4,988
– – ﹤0.01% 887
2014
Q2 		$313K Buy
4,988
+29
+0.6% +$1.82K ﹤0.01% 868
2014
Q1 		$296K Sell
4,959
-67,958
-93% -$3.88M ﹤0.01% 865
2013
Q4 		$3.91M Buy
72,917
+5,800
+9% +$345K 0.07% 308
2013
Q3 		$4.19M Buy
67,117
+5,200
+8% +$331K 0.08% 298
2013
Q2 		$4.15M Buy
+61,917
New +$4.4M 0.09% 265

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GAM Holding's WELL Position: Q1 2026 in Review

GAM Holding sold out of Welltower (WELL) in Q1 2026, closing a stake of 8,879 shares — an estimated $1.65M sold.

GAM Holding first reported a position in WELL in Q2 2013 and held it in 21 quarters. The position peaked at $4.19M in Q3 2013. 1,496 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • GAM Holding reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • GAM Holding sold 8,879 Welltower shares in Q1 2026, an estimated $1.65M.
  • GAM Holding first reported a position in Welltower in Q2 2013 and held it in 21 quarters.
  • GAM Holding's Welltower position peaked at $4.19M in Q3 2013.
  • 1,496 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on GAM Holding's 13F filing for Q1 2026, filed 13 Aug 2026.