IMC Chicago’s Welltower WELL Stock Holding History

IMC Chicago’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	$13.5M	Sell	68,400 -41,000	-37%	-$8.1M	﹤0.01%	1064
2025 Q4	$20.3M	Buy	109,400 +21,200	+24%	+$3.96M	0.01%	843
2025 Q3	$15.7M	Buy	88,200 +30,100	+52%	+$4.95M	0.01%	896
2025 Q2	$8.93M	Sell	58,100 -500	-0.9%	-$74.7K	﹤0.01%	1071
2025 Q1	$8.98M	Sell	58,600 -42,200	-42%	-$6.01M	0.01%	927
2024 Q4	$12.7M	Buy	100,800 +35,100	+53%	+$4.61M	0.01%	799
2024 Q3	$8.41M	Buy	65,700 +27,100	+70%	+$3.16M	﹤0.01%	905
2024 Q2	$4.02M	Sell	38,600 -34,900	-47%	-$3.42M	﹤0.01%	1169
2024 Q1	$6.87M	Buy	73,500 +16,200	+28%	+$1.47M	﹤0.01%	852
2023 Q4	$5.17M	Buy	+57,300	New	+$4.97M	﹤0.01%	875
2023 Q1	–	Sell	-24,300	Closed	-$1.59M	–	1405
2022 Q4	$1.59M	Buy	+24,300	New	+$1.56M	﹤0.01%	883

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IMC Chicago's WELL Position: Q2 2025 in Review

IMC Chicago sold out of Welltower (WELL) in Q2 2025, closing a stake of 25,237 shares — an estimated $3.77M sold.

IMC Chicago first reported a position in WELL in Q4 2022 and held it in 2 quarters. The position peaked at $3.87M in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

IMC Chicago reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
IMC Chicago sold 25,237 Welltower shares in Q2 2025, an estimated $3.77M.
IMC Chicago first reported a position in Welltower in Q4 2022 and held it in 2 quarters.
IMC Chicago's Welltower position peaked at $3.87M in Q1 2025.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on IMC Chicago's 13F filing for Q2 2025, filed 22 Jul 2025.