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Belpointe Asset Management’s Welltower WELL Stock Holding History

Belpointe 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
Q3 		– Sell
-3,922
Closed -$603K – 1053
2025
Q2 		$603K Buy
+3,922
New +$586K 0.03% 509
2024
Q4 		– Sell
-44
Closed -$5.67K – 955
2024
Q3 		$5.67K Buy
44
+13
+42% +$1.52K ﹤0.01% 876
2024
Q2 		$3.25K Buy
+31
New +$3.04K ﹤0.01% 807
2023
Q2 		– Sell
-984
Closed -$70.5K – 3359
2023
Q1 		$70.5K Buy
984
+230
+31% +$16.7K ﹤0.01% 1504
2022
Q4 		$49.4K Buy
+754
New +$48.5K ﹤0.01% 1622

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

Belpointe Asset Management's WELL Position: Q3 2025 in Review

Belpointe Asset Management sold out of Welltower (WELL) in Q3 2025, closing a stake of 3,922 shares — an estimated $603K sold.

Belpointe Asset Management first reported a position in WELL in Q4 2022 and held it in 5 quarters. The position peaked at $603K in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Belpointe Asset Management reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 3,922 Welltower shares in Q3 2025, an estimated $603K.
  • Belpointe Asset Management first reported a position in Welltower in Q4 2022 and held it in 5 quarters.
  • Belpointe Asset Management's Welltower position peaked at $603K in Q2 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.