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	$613K	Sell	2,700 -1,800	-40%	-$381K	﹤0.01%	636
2026 Q1	$890K	Sell	4,500 -500	-10%	-$98.8K	0.01%	466
2025 Q4	$928K	Buy	+5,000	New	+$934K	0.01%	419

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.