Q
WELL icon

QVR’s Welltower WELL Stock Holding History

QVR’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 		– Sell
-800
Closed -$158K – 147
2026
Q1 		$158K Buy
+800
New +$158K 0.01% 136

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

QVR's WELL Position: Q4 2025 in Review

QVR sold out of Welltower (WELL) in Q4 2025, closing a stake of 1,628 shares — an estimated $304K sold.

QVR first reported a position in WELL in Q3 2025 and held it in 1 quarter. The position peaked at $290K in Q3 2025. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • QVR reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • QVR sold 1,628 Welltower shares in Q4 2025, an estimated $304K.
  • QVR first reported a position in Welltower in Q3 2025 and held it in 1 quarter.
  • QVR's Welltower position peaked at $290K in Q3 2025.
  • 1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on QVR's 13F filing for Q4 2025, filed 28 Jan 2026.