City Holding Co’s Welltower WELL Stock Holding History

City Holding Co’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	-334	Closed	-$59.5K	–	641
2025 Q3	$59.5K	Buy	+334	New	+$54.9K	0.01%	329
2025 Q2	–	Sell	-31	Closed	-$4.75K	–	613
2025 Q1	$4.75K	Buy	+31	New	+$4.42K	﹤0.01%	567
2021 Q2	–	Sell	-25	Closed	-$2K	–	546
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	495
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	488
2020 Q3	$1K	Sell	25 -75	-75%	-$4.12K	﹤0.01%	498
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	435
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	426
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	403
2019 Q3	$9K	Buy	100 +50	+100%	+$4.35K	﹤0.01%	405
2019 Q2	$4K	Buy	+50	New	+$3.93K	﹤0.01%	448
2018 Q1	–	Sell	-75	Closed	-$5K	–	590
2017 Q4	$5K	Hold	75	–	–	﹤0.01%	473
2017 Q3	$5K	Hold	75	–	–	﹤0.01%	467
2017 Q2	$6K	Buy	+75	New	+$5.48K	﹤0.01%	453

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 $3.38T AUM 44.17% 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

City Holding Co's WELL Position: Q4 2025 in Review

City Holding Co sold out of Welltower (WELL) in Q4 2025, closing a stake of 334 shares — an estimated $59.5K sold.

City Holding Co first reported a position in WELL in Q2 2017 and held it in 13 quarters. The position peaked at $59.5K in Q3 2025. 1,437 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

City Holding Co reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
City Holding Co sold 334 Welltower shares in Q4 2025, an estimated $59.5K.
City Holding Co first reported a position in Welltower in Q2 2017 and held it in 13 quarters.
City Holding Co's Welltower position peaked at $59.5K in Q3 2025.
1,437 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on City Holding Co's 13F filing for Q4 2025, filed 22 Jan 2026.