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Capital Insight Partners’s Welltower WELL Stock Holding History

Capital Insight Partners’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
-3,470
Closed -$618K – 169
2025
Q3 		$618K Sell
3,470
-30
-0.9% -$4.93K 0.1% 121
2025
Q2 		$538K Buy
+3,500
New +$523K 0.09% 128

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Insight Partners's WELL Position: Q4 2025 in Review

Capital Insight Partners sold out of Welltower (WELL) in Q4 2025, closing a stake of 3,470 shares — an estimated $618K sold.

Capital Insight Partners first reported a position in WELL in Q2 2025 and held it in 2 quarters. The position peaked at $618K in Q3 2025. 1,430 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Capital Insight Partners reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Capital Insight Partners sold 3,470 Welltower shares in Q4 2025, an estimated $618K.
  • Capital Insight Partners first reported a position in Welltower in Q2 2025 and held it in 2 quarters.
  • Capital Insight Partners's Welltower position peaked at $618K in Q3 2025.
  • 1,430 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Capital Insight Partners's 13F filing for Q4 2025, filed 17 Feb 2026.