Marvin & Palmer Associates’s Welltower WELL Stock Holding History

Marvin & Palmer Associates’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 Q4	–	Sell	-19,691	Closed	-$3.56M	–	36
2025 Q3	$3.56M	Sell	19,691 -150	-0.8%	-$24.7K	2.65%	16
2025 Q2	$3.05M	Buy	+19,841	New	+$2.97M	2.62%	21

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Marvin & Palmer Associates's WELL Position: Q4 2025 in Review

Marvin & Palmer Associates sold out of Welltower (WELL) in Q4 2025, closing a stake of 19,691 shares — an estimated $3.56M sold.

Marvin & Palmer Associates first reported a position in WELL in Q2 2025 and held it in 2 quarters. The position peaked at $3.56M in Q3 2025. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Marvin & Palmer Associates reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Marvin & Palmer Associates sold 19,691 Welltower shares in Q4 2025, an estimated $3.56M.
Marvin & Palmer Associates first reported a position in Welltower in Q2 2025 and held it in 2 quarters.
Marvin & Palmer Associates's Welltower position peaked at $3.56M in Q3 2025.
1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Marvin & Palmer Associates's 13F filing for Q4 2025, filed 11 Feb 2026.