GFM
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GF Fund Management’s Welltower WELL Stock Holding History

GF Fund Management’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 		$2M Sell
10,108
-974
-9% -$192K 0.03% 166
2025
Q4 		$2.06M Buy
11,082
+150
+1% +$28K 0.04% 169
2025
Q3 		$1.95M Sell
10,932
-505
-4% -$83K 0.04% 173
2025
Q2 		$1.76M Sell
11,437
-357
-3% -$53.4K 0.04% 189
2025
Q1 		$1.81M Buy
11,794
+555
+5% +$79.1K 0.04% 179
2024
Q4 		$1.42M Buy
+11,239
New +$1.48M 0.03% 188

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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

GF Fund Management's WELL Position: Q1 2026 in Review

GF Fund Management reduced its Welltower (WELL) stake by 8.8% in Q1 2026, selling an estimated $192K and leaving 10,108 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #166.

GF Fund Management first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.06M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • GF Fund Management held 10,108 shares of Welltower worth $2M as of Q1 2026.
  • GF Fund Management sold 974 Welltower shares in Q1 2026, an estimated $192K.
  • Welltower made up 0.03% of GF Fund Management's portfolio in Q1 2026, its #166 holding.
  • GF Fund Management first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • GF Fund Management's Welltower position peaked at $2.06M in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on GF Fund Management's 13F filing for Q1 2026, filed 15 Apr 2026.