Sustainable Insight Capital Management’s Welltower WELL Stock Holding History

Sustainable Insight Capital 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 Q2	–	Sell	-3,122	Closed	-$478K	–	83
2025 Q1	$478K	Sell	3,122 -500	-14%	-$71.2K	0.24%	49
2024 Q4	$456K	Sell	3,622 -778	-18%	-$102K	0.2%	45
2024 Q3	$563K	Buy	+4,400	New	+$513K	0.26%	44
2022 Q3	–	Sell	-4,300	Closed	-$360K	–	129
2022 Q2	$360K	Buy	+4,300	New	+$383K	0.36%	66
2021 Q4	–	Sell	-10,899	Closed	-$898K	–	137
2021 Q3	$898K	Buy	+10,899	New	+$937K	0.58%	34

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sustainable Insight Capital Management's WELL Position: Q2 2025 in Review

Sustainable Insight Capital Management sold out of Welltower (WELL) in Q2 2025, closing a stake of 3,122 shares — an estimated $478K sold.

Sustainable Insight Capital Management first reported a position in WELL in Q3 2021 and held it in 5 quarters. The position peaked at $898K in Q3 2021. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Sustainable Insight Capital Management reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
Sustainable Insight Capital Management sold 3,122 Welltower shares in Q2 2025, an estimated $478K.
Sustainable Insight Capital Management first reported a position in Welltower in Q3 2021 and held it in 5 quarters.
Sustainable Insight Capital Management's Welltower position peaked at $898K in Q3 2021.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.