CAM
WELL icon

Creekmur Asset Management’s Welltower WELL Stock Holding History

Creekmur Asset Management’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 		$45.4K Hold
255
– – 0.01% 346
2025
Q2 		$39.2K Sell
255
-250
-50% -$37.4K 0.01% 368
2025
Q1 		$77.4K Sell
505
-3
-0.6% -$427 0.02% 268
2024
Q4 		$64K Buy
508
+3
+0.6% +$394 0.01% 196
2024
Q3 		$64.6K Hold
505
– – 0.02% 198
2024
Q2 		$52.6K Buy
505
+1
+0.2% +$98 0.01% 255
2024
Q1 		$47.1K Hold
504
– – 0.02% 262
2023
Q4 		$45.5K Buy
+504
New +$43.7K 0.01% 310

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

Creekmur Asset Management's WELL Position: Q3 2025 in Review

Creekmur Asset Management held its Welltower (WELL) position steady in Q3 2025 at 255 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #346.

Creekmur Asset Management first reported a position in WELL in Q4 2023 and has held it in 8 quarters since. The position peaked at $77.4K in Q1 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Creekmur Asset Management held 255 shares of Welltower worth $45.4K as of Q3 2025.
  • Creekmur Asset Management left its Welltower share count unchanged in Q3 2025.
  • Welltower made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #346 holding.
  • Creekmur Asset Management first reported a position in Welltower in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Welltower position peaked at $77.4K in Q1 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.