GAM
WELL icon

Groupama Asset Management’s Welltower WELL Stock Holding History

Groupama Asset 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 		$34.9M Sell
176,657
-846
-0.5% -$167K 0.51% 46
2025
Q4 		$32.9M Sell
177,503
-5,765
-3% -$1.08M 0.48% 46
2025
Q3 		$35.4M Buy
183,268
+4,198
+2% +$690K 0.52% 45
2025
Q2 		$29.8M Buy
179,070
+163,969
+1,086% +$24.5M 0.49% 45
2025
Q1 		$4.82M Buy
+15,101
New +$2.15M 0.1% 106
2024
Q4 		– Sell
-8,153
Closed -$1.07M – 190
2024
Q3 		$838K Sell
8,153
-8,134
-50% -$949K 0.02% 279
2024
Q2 		$1.7M Buy
16,287
+9,315
+134% +$913K 0.02% 230
2024
Q1 		$1.62M Sell
6,972
-13,058
-65% -$1.18M 0.03% 247
2023
Q4 		$1.81M Buy
+20,030
New +$1.74M 0.05% 218

Other funds holding WELL

BlackRock
BlackRock New York $5.7T 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