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HRT Financial’s Welltower WELL Stock Holding History

HRT Financial’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
-712,929
Closed -$110M – 3771
2025
Q2 		$110M Buy
712,929
+546,225
+328% +$81.6M 0.48% 21
2025
Q1 		$25.5M Buy
+166,704
New +$23.8M 0.16% 87
2020
Q2 		– Sell
-13,554
Closed -$620K – 1790
2020
Q1 		$620K Buy
+13,554
New +$1M 0.04% 349
2019
Q4 		– Sell
-20,304
Closed -$1.84M – 1696
2019
Q3 		$1.84M Buy
+20,304
New +$1.77M 0.09% 191
2015
Q4 		– Sell
-3,890
Closed -$263K – 122
2015
Q3 		$263K Sell
3,890
-6,416
-62% -$429K 0.22% 59
2015
Q2 		$676K Buy
10,306
+6,321
+159% +$453K 0.32% 42
2015
Q1 		$308K Sell
3,985
-680
-15% -$53.5K 0.39% 31
2014
Q4 		$353K Buy
+4,665
New +$333K 0.5% 25

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

HRT Financial's WELL Position: Q3 2025 in Review

HRT Financial sold out of Welltower (WELL) in Q3 2025, closing a stake of 712,929 shares — an estimated $110M sold.

HRT Financial first reported a position in WELL in Q4 2014 and held it in 8 quarters. The position peaked at $110M in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • HRT Financial reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • HRT Financial sold 712,929 Welltower shares in Q3 2025, an estimated $110M.
  • HRT Financial first reported a position in Welltower in Q4 2014 and held it in 8 quarters.
  • HRT Financial's Welltower position peaked at $110M in Q2 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on HRT Financial's 13F filing for Q3 2025, filed 14 Nov 2025.