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Marex Group’s Welltower WELL Stock Holding History

Marex Group’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
Q2 		$1.81M Buy
7,986
+3,475
+77% +$735K 0.01% 393
2026
Q1 		$892K Buy
4,511
+1,709
+61% +$338K 0.01% 465
2025
Q4 		$520K Sell
2,802
-1,298
-32% -$242K ﹤0.01% 557
2025
Q3 		$730K Sell
4,100
-4,100
-50% -$674K 0.01% 414
2025
Q2 		$1.26M Buy
8,200
+5,636
+220% +$842K 0.01% 267
2025
Q1 		$393K Buy
+2,564
New +$365K 0.01% 389

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marex Group's WELL Position: Q2 2026 in Review

Marex Group increased its Welltower (WELL) stake by 77% in Q2 2026, buying an estimated $735K and bringing the position to 7,986 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #393.

Marex Group first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Marex Group held 7,986 shares of Welltower worth $1.81M as of Q2 2026.
  • Marex Group bought 3,475 Welltower shares in Q2 2026, an estimated $735K.
  • Welltower made up 0.01% of Marex Group's portfolio in Q2 2026, its #393 holding.
  • Marex Group first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.