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Graham Capital Management’s Welltower WELL Stock Holding History

Graham Capital 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
2025
Q3 		– Sell
-4,041
Closed -$621K – 1687
2025
Q2 		$621K Buy
+4,041
New +$604K 0.01% 735
2025
Q1 		– Sell
-6,982
Closed -$880K – 1547
2024
Q4 		$880K Buy
+6,982
New +$916K 0.01% 533
2024
Q1 		– Sell
-7,797
Closed -$703K – 1327
2023
Q4 		$703K Buy
+7,797
New +$676K 0.02% 486

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Graham Capital Management's WELL Position: Q3 2025 in Review

Graham Capital Management sold out of Welltower (WELL) in Q3 2025, closing a stake of 4,041 shares — an estimated $621K sold.

Graham Capital Management first reported a position in WELL in Q4 2023 and held it in 3 quarters. The position peaked at $880K in Q4 2024. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Graham Capital Management reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Graham Capital Management sold 4,041 Welltower shares in Q3 2025, an estimated $621K.
  • Graham Capital Management first reported a position in Welltower in Q4 2023 and held it in 3 quarters.
  • Graham Capital Management's Welltower position peaked at $880K in Q4 2024.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Graham Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.