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Crowley Wealth Management’s Welltower WELL Stock Holding History

Crowley Wealth 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
Q4 		– Sell
-55
Closed -$9.8K – 361
2025
Q3 		$9.8K Hold
55
– – 0.01% 279
2025
Q2 		$8.46K Hold
55
– – 0.01% 282
2025
Q1 		$8.43K Hold
55
– – 0.01% 273
2024
Q4 		$6.93K Buy
+55
New +$7.22K 0.01% 296

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
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

Crowley Wealth Management's WELL Position: Q4 2025 in Review

Crowley Wealth Management sold out of Welltower (WELL) in Q4 2025, closing a stake of 55 shares — an estimated $9.8K sold.

Crowley Wealth Management first reported a position in WELL in Q4 2024 and held it in 4 quarters. The position peaked at $9.8K in Q3 2025. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Crowley Wealth Management reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 55 Welltower shares in Q4 2025, an estimated $9.8K.
  • Crowley Wealth Management first reported a position in Welltower in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Welltower position peaked at $9.8K in Q3 2025.
  • 1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.