CI
WELL icon

Cherokee Insurance’s Welltower WELL Stock Holding History

Cherokee Insurance’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
-1,600
Closed -$246K – 125
2025
Q2 		$246K Hold
1,600
– – 0.11% 114
2025
Q1 		$245K Hold
1,600
– – 0.11% 111
2024
Q4 		$202K Buy
+1,600
New +$210K 0.09% 114

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

Cherokee Insurance's WELL Position: Q3 2025 in Review

Cherokee Insurance sold out of Welltower (WELL) in Q3 2025, closing a stake of 1,600 shares — an estimated $246K sold.

Cherokee Insurance first reported a position in WELL in Q4 2024 and held it in 3 quarters. The position peaked at $246K in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Cherokee Insurance reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Cherokee Insurance sold 1,600 Welltower shares in Q3 2025, an estimated $246K.
  • Cherokee Insurance first reported a position in Welltower in Q4 2024 and held it in 3 quarters.
  • Cherokee Insurance's Welltower position peaked at $246K in Q2 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Cherokee Insurance's 13F filing for Q3 2025, filed 7 Nov 2025.