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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
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 $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
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

Marex Group's WELL Position: Q1 2026 in Review

Marex Group increased its Welltower (WELL) stake by 61% in Q1 2026, buying an estimated $338K and bringing the position to 4,511 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #465.

Marex Group first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q2 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Marex Group held 4,511 shares of Welltower worth $892K as of Q1 2026.
  • Marex Group bought 1,709 Welltower shares in Q1 2026, an estimated $338K.
  • Welltower made up 0.01% of Marex Group's portfolio in Q1 2026, its #465 holding.
  • Marex Group first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • Marex Group's Welltower position peaked at $1.26M in Q2 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.