Copley Financial Group’s Welltower WELL Stock Holding History

Copley Financial Group’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	-2,607	Closed	-$464K	–	134
2025 Q3	$464K	Buy	+2,607	New	+$429K	0.32%	54

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

Copley Financial Group's WELL Position: Q4 2025 in Review

Copley Financial Group sold out of Welltower (WELL) in Q4 2025, closing a stake of 2,607 shares — an estimated $464K sold.

Copley Financial Group first reported a position in WELL in Q3 2025 and held it in 1 quarter. The position peaked at $464K in Q3 2025. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Copley Financial Group reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Copley Financial Group sold 2,607 Welltower shares in Q4 2025, an estimated $464K.
Copley Financial Group first reported a position in Welltower in Q3 2025 and held it in 1 quarter.
Copley Financial Group's Welltower position peaked at $464K in Q3 2025.
1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

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