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LMR Partners’s Welltower WELL Stock Holding History

LMR Partners’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
Q2 		– Sell
-1,837
Closed -$281K – 1670
2025
Q1 		$281K Sell
1,837
-1,875
-51% -$267K ﹤0.01% 1015
2024
Q4 		$468K Buy
+3,712
New +$487K ﹤0.01% 846
2021
Q4 		– Sell
-367,235
Closed -$30.3M – 1289
2021
Q3 		$30.3M Buy
+367,235
New +$31.6M 0.34% 56
2020
Q3 		– Sell
-13,765
Closed -$712K – 647
2020
Q2 		$712K Buy
+13,765
New +$676K 0.02% 395
2017
Q4 		– Sell
-3,499
Closed -$246K – 411
2017
Q3 		$246K Sell
3,499
-16,818
-83% -$1.22M 0.03% 251
2017
Q2 		$1.52M Buy
20,317
+4,237
+26% +$310K 0.1% 223
2017
Q1 		$1.14M Buy
16,080
+8,934
+125% +$603K 0.11% 110
2016
Q4 		$478K Sell
7,146
-5,448
-43% -$361K 0.07% 237
2016
Q3 		$942K Buy
+12,594
New +$964K 0.09% 200
2016
Q2 		– Sell
-14,390
Closed -$997 – 597
2016
Q1 		$997 Buy
+14,390
New +$928K 0.11% 177
2015
Q4 		– Sell
-11,881
Closed -$804K – 356
2015
Q3 		$804K Sell
11,881
-689
-5% -$46K 0.09% 193
2015
Q2 		$825K Sell
12,570
-31,365
-71% -$2.25M 0.1% 250
2015
Q1 		$3.4M Buy
43,935
+19,467
+80% +$1.53M 0.47% 70
2014
Q4 		$1.85M Buy
24,468
+7,108
+41% +$507K 0.24% 101
2014
Q3 		$1.08M Buy
+17,360
New +$1.12M 0.09% 123

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LMR Partners's WELL Position: Q2 2025 in Review

LMR Partners sold out of Welltower (WELL) in Q2 2025, closing a stake of 1,837 shares — an estimated $281K sold.

LMR Partners first reported a position in WELL in Q3 2014 and held it in 15 quarters. The position peaked at $30.3M in Q3 2021. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • LMR Partners reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
  • LMR Partners sold 1,837 Welltower shares in Q2 2025, an estimated $281K.
  • LMR Partners first reported a position in Welltower in Q3 2014 and held it in 15 quarters.
  • LMR Partners's Welltower position peaked at $30.3M in Q3 2021.
  • 1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.