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Binnacle Investments’s Welltower WELL Stock Holding History

Binnacle Investments’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 		$14.8K Buy
83
+6
+8% +$986 0.01% 349
2025
Q2 		$11.8K Hold
77
– – 0.01% 337
2025
Q1 		$11.8K Buy
+77
New +$11K 0.01% 296

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

Binnacle Investments's WELL Position: Q3 2025 in Review

Binnacle Investments increased its Welltower (WELL) stake by 7.8% in Q3 2025, buying an estimated $986 and bringing the position to 83 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #349.

Binnacle Investments first reported a position in WELL in Q1 2025 and has held it in 3 quarters since. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Binnacle Investments held 83 shares of Welltower worth $14.8K as of Q3 2025.
  • Binnacle Investments bought 6 Welltower shares in Q3 2025, an estimated $986.
  • Welltower made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #349 holding.
  • Binnacle Investments first reported a position in Welltower in Q1 2025 and has held it in 3 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.