Reflection Asset Management’s Welltower WELL Stock Holding History

Reflection 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
2025 Q4	$155K	Buy	+834	New	+$156K	0.11%	121

Other funds holding WELL

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Reflection Asset Management's WELL Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Welltower (WELL) in Q4 2025: 834 shares worth $155K. The stake represents 0.11% of the portfolio and ranks #121 among its holdings.

1,435 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Reflection Asset Management held 834 shares of Welltower worth $155K as of Q4 2025.
Welltower was a new Reflection Asset Management position in Q4 2025.
Welltower made up 0.11% of Reflection Asset Management's portfolio in Q4 2025, its #121 holding.
1,435 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.