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Beacon Capital Management LLC (Tennessee)’s Welltower WELL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-951
Closed -$146K – 1017
2025
Q2 		$146K Sell
951
-82
-8% -$12.3K 0.02% 154
2025
Q1 		$158K Buy
1,033
+4
+0.4% +$570 0.02% 145
2024
Q4 		$130K Sell
1,029
-563
-35% -$73.9K 0.02% 159
2024
Q3 		$204K Buy
1,592
+212
+15% +$24.7K 0.03% 117
2024
Q2 		$144K Buy
1,380
+33
+2% +$3.23K 0.03% 131
2024
Q1 		$126K Buy
1,347
+470
+54% +$42.6K 0.03% 141
2023
Q4 		$71.8K Sell
877
-100
-10% -$8.68K 0.02% 171
2023
Q3 		$79K Hold
977
– – 0.02% 177
2023
Q2 		$79K Sell
977
-53
-5% -$4.08K 0.02% 177
2023
Q1 		$73.8K Sell
1,030
-113
-10% -$8.2K 0.02% 171
2022
Q4 		$74.9K Buy
1,143
+278
+32% +$17.9K 0.03% 173
2022
Q3 		$70K Hold
865
– – 0.02% 179
2022
Q2 		$82K Hold
865
– – 0.02% 179
2022
Q1 		$82K Buy
+865
New +$75.1K 0.02% 179

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Beacon Capital Management LLC (Tennessee)'s WELL Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Welltower (WELL) in Q3 2025, closing a stake of 951 shares — an estimated $146K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WELL in Q1 2022 and held it in 14 quarters. The position peaked at $204K in Q3 2024. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 951 Welltower shares in Q3 2025, an estimated $146K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Welltower in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Welltower position peaked at $204K in Q3 2024.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.