Brown Financial Advisors’s Welltower WELL Stock Holding History

Brown Financial Advisors’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	-2,960	Closed	-$527K	–	171
2025 Q3	$527K	Buy	+2,960	New	+$487K	0.19%	100

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

Brown Financial Advisors's WELL Position: Q4 2025 in Review

Brown Financial Advisors sold out of Welltower (WELL) in Q4 2025, closing a stake of 2,960 shares — an estimated $527K sold.

Brown Financial Advisors first reported a position in WELL in Q3 2025 and held it in 1 quarter. The position peaked at $527K in Q3 2025. 1,438 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Brown Financial Advisors reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Brown Financial Advisors sold 2,960 Welltower shares in Q4 2025, an estimated $527K.
Brown Financial Advisors first reported a position in Welltower in Q3 2025 and held it in 1 quarter.
Brown Financial Advisors's Welltower position peaked at $527K in Q3 2025.
1,438 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Brown Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.