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Wolverine Asset Management’s Welltower WELL Stock Holding History

Wolverine 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
Q2 		– Sell
-1,300
Closed -$199K – 1803
2025
Q1 		$199K Buy
+1,300
New +$185K ﹤0.01% 1008
2014
Q3 		– Sell
-9
Closed -$1K – 2696
2014
Q2 		$1K Buy
+9
New +$566 ﹤0.01% 2265
2013
Q4 		– Sell
-21
Closed -$7K – 2965
2013
Q3 		$7K Sell
21
-13
-38% -$827 ﹤0.01% 2316
2013
Q2 		$15K Buy
+34
New +$2.42K ﹤0.01% 2116

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

Wolverine Asset Management's WELL Position: Q1 2026 in Review

Wolverine Asset Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 8,067 shares — an estimated $1.5M sold.

Wolverine Asset Management first reported a position in WELL in Q2 2013 and held it in 31 quarters. The position peaked at $2.68M in Q4 2013. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Wolverine Asset Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Wolverine Asset Management sold 8,067 Welltower shares in Q1 2026, an estimated $1.5M.
  • Wolverine Asset Management first reported a position in Welltower in Q2 2013 and held it in 31 quarters.
  • Wolverine Asset Management's Welltower position peaked at $2.68M in Q4 2013.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.