Twin Tree Management
WELL icon

Twin Tree Management’s Welltower WELL Stock Holding History

Twin Tree 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
-55,517
Closed -$8.51M – 1963
2025
Q1 		$8.51M Buy
55,517
+18,791
+51% +$2.68M 0.02% 720
2024
Q4 		$4.63M Sell
36,726
-105,598
-74% -$13.9M 0.01% 950
2024
Q3 		$18.2M Buy
142,324
+141,887
+32,468% +$16.6M 0.04% 451
2024
Q2 		$45.6K Buy
+437
New +$42.8K ﹤0.01% 1204
2020
Q2 		– Sell
-261
Closed -$12.8K – 1733
2020
Q1 		$12K Buy
+261
New +$19.3K ﹤0.01% 1245
2018
Q3 		– Sell
-13,805
Closed -$892K – 1316
2018
Q2 		$865K Sell
13,805
-5,686
-29% -$317K 0.01% 806
2018
Q1 		$1.06M Buy
19,491
+12,404
+175% +$700K 0.01% 651
2017
Q4 		$452K Buy
+7,087
New +$476K ﹤0.01% 809
2015
Q4 		– Sell
-2,948
Closed -$192K – 1610
2015
Q3 		$200K Buy
+2,948
New +$197K 0.01% 1005
2015
Q2 		– Sell
-11,597
Closed -$897K – 1471
2015
Q1 		$897K Buy
+11,597
New +$913K 0.02% 625
2014
Q1 		– Sell
-38,459
Closed -$2.2M – 1061
2013
Q4 		$2.06M Buy
+38,459
New +$2.29M 0.05% 392

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Tree Management's WELL Position: Q2 2025 in Review

Twin Tree Management sold out of Welltower (WELL) in Q2 2025, closing a stake of 55,517 shares — an estimated $8.51M sold.

Twin Tree Management first reported a position in WELL in Q4 2013 and held it in 11 quarters. The position peaked at $18.2M in Q3 2024. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Twin Tree Management reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
  • Twin Tree Management sold 55,517 Welltower shares in Q2 2025, an estimated $8.51M.
  • Twin Tree Management first reported a position in Welltower in Q4 2013 and held it in 11 quarters.
  • Twin Tree Management's Welltower position peaked at $18.2M in Q3 2024.
  • 1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Twin Tree Management's 13F filing for Q2 2025, filed 28 Jul 2025.