Bowman & Company’s Welltower WELL Stock Holding History

Bowman & Company’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	$495K	Hold	2,665	–	–	0.21%	83
2025 Q3	$475K	Hold	2,665	–	–	0.2%	86
2025 Q2	$410K	Hold	2,665	–	–	0.18%	87
2025 Q1	$408K	Hold	2,665	–	–	0.2%	82
2024 Q4	$336K	Hold	2,665	–	–	0.17%	88
2024 Q3	$341K	Hold	2,665	–	–	0.18%	87
2024 Q2	$278K	Hold	2,665	–	–	0.16%	87
2024 Q1	$249K	Hold	2,665	–	–	0.15%	93
2023 Q4	$240K	Sell	2,665 -224	-8%	-$19.4K	0.17%	83
2023 Q3	$237K	Buy	2,889 +1	+0%	+$82	0.19%	80
2023 Q2	$234K	Sell	2,888 -948	-25%	-$73K	0.18%	83
2023 Q1	$275K	Buy	3,836 +2	+0.1%	+$145	0.2%	77
2022 Q4	$251K	Buy	3,834 +219	+6%	+$14.1K	0.19%	78
2022 Q3	$233K	Hold	3,615	–	–	0.21%	71
2022 Q2	$298K	Hold	3,615	–	–	0.26%	68
2022 Q1	$348K	Hold	3,615	–	–	0.27%	68
2021 Q4	$311K	Buy	+3,615	New	+$301K	0.24%	64

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bowman & Company's WELL Position: Q4 2025 in Review

Bowman & Company held its Welltower (WELL) position steady in Q4 2025 at 2,665 shares worth $495K. The position accounts for 0.21% of the portfolio, ranked #83.

Bowman & Company first reported a position in WELL in Q4 2021 and has held it in 17 quarters since. 1,430 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Bowman & Company held 2,665 shares of Welltower worth $495K as of Q4 2025.
Bowman & Company left its Welltower share count unchanged in Q4 2025.
Welltower made up 0.21% of Bowman & Company's portfolio in Q4 2025, its #83 holding.
Bowman & Company first reported a position in Welltower in Q4 2021 and has held it in 17 quarters since.
1,430 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.