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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
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

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAM Holding's WELL Position: Q4 2025 in Review

GAM Holding increased its Welltower (WELL) stake by 361% in Q4 2025, buying an estimated $1.3M and bringing the position to 8,879 shares worth $1.65M. The position accounts for 0.11% of the portfolio, ranked #171.

GAM Holding first reported a position in WELL in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.19M in Q3 2013. 1,430 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • GAM Holding held 8,879 shares of Welltower worth $1.65M as of Q4 2025.
  • GAM Holding bought 6,952 Welltower shares in Q4 2025, an estimated $1.3M.
  • Welltower made up 0.11% of GAM Holding's portfolio in Q4 2025, its #171 holding.
  • GAM Holding first reported a position in Welltower in Q2 2013 and has held it in 21 quarters since.
  • GAM Holding's Welltower position peaked at $4.19M in Q3 2013.
  • 1,430 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on GAM Holding's 13F filing for Q4 2025, filed 17 Feb 2026.