GFM
WELL icon

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
Q2 		$2.15M Sell
9,481
-627
-6% -$133K 0.03% 156
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 $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

GF Fund Management's WELL Position: Q2 2026 in Review

GF Fund Management reduced its Welltower (WELL) stake by 6.2% in Q2 2026, selling an estimated $133K and leaving 9,481 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #156.

GF Fund Management first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • GF Fund Management held 9,481 shares of Welltower worth $2.15M as of Q2 2026.
  • GF Fund Management sold 627 Welltower shares in Q2 2026, an estimated $133K.
  • Welltower made up 0.03% of GF Fund Management's portfolio in Q2 2026, its #156 holding.
  • GF Fund Management first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on GF Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.