Affinity Wealth’s Welltower WELL Stock Holding History

Affinity Wealth’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	–	Sell	-307	Closed	-$54.7K	–	85
2025 Q3	$54.7K	Hold	307	–	–	0.04%	19
2025 Q2	$47.2K	Hold	307	–	–	0.04%	20
2025 Q1	$47K	Buy	307 +7	+2%	+$997	0.05%	14
2024 Q4	$37.8K	Buy	+300	New	+$39.4K	0.04%	14

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

Affinity Wealth's WELL Position: Q4 2025 in Review

Affinity Wealth sold out of Welltower (WELL) in Q4 2025, closing a stake of 307 shares — an estimated $54.7K sold.

Affinity Wealth first reported a position in WELL in Q4 2024 and held it in 4 quarters. The position peaked at $54.7K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Affinity Wealth reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Affinity Wealth sold 307 Welltower shares in Q4 2025, an estimated $54.7K.
Affinity Wealth first reported a position in Welltower in Q4 2024 and held it in 4 quarters.
Affinity Wealth's Welltower position peaked at $54.7K in Q3 2025.
1,436 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Affinity Wealth's 13F filing for Q4 2025, filed 26 Aug 2026.