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DV Equities’s Welltower WELL Stock Holding History

DV Equities’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 		$179K Buy
+967
New +$181K 0.03% 144

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DV Equities's WELL Position: Q4 2025 in Review

DV Equities opened a new position in Welltower (WELL) in Q4 2025: 967 shares worth $179K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings.

1,435 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • DV Equities held 967 shares of Welltower worth $179K as of Q4 2025.
  • Welltower was a new DV Equities position in Q4 2025.
  • Welltower made up 0.03% of DV Equities's portfolio in Q4 2025, its #144 holding.
  • 1,435 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.