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Readystate Asset Management’s Welltower WELL Stock Holding History

Readystate Asset Management’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 		$415K Buy
+2,100
New +$415K 0.02% 655
2025
Q2 		– Sell
-4,600
Closed -$705K – 953
2025
Q1 		$705K Buy
+4,600
New +$655K 0.02% 417

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

Readystate Asset Management's WELL Position: Q2 2025 in Review

Readystate Asset Management sold out of Welltower (WELL) in Q2 2025, closing a stake of 1,769 shares — an estimated $271K sold.

Readystate Asset Management first reported a position in WELL in Q1 2025 and held it in 1 quarter. The position peaked at $271K in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Readystate Asset Management reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
  • Readystate Asset Management sold 1,769 Welltower shares in Q2 2025, an estimated $271K.
  • Readystate Asset Management first reported a position in Welltower in Q1 2025 and held it in 1 quarter.
  • Readystate Asset Management's Welltower position peaked at $271K in Q1 2025.
  • 1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Readystate Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.