Evergreen Private Wealth’s Welltower WELL Stock Holding History

Evergreen Private Wealth’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	-23	Closed	-$4.1K	–	227
2025 Q3	$4.1K	Hold	23	–	–	﹤0.01%	187
2025 Q2	$3.54K	Buy	+23	New	+$3.44K	﹤0.01%	209

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

Evergreen Private Wealth's WELL Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Welltower (WELL) in Q4 2025, closing a stake of 23 shares — an estimated $4.1K sold.

Evergreen Private Wealth first reported a position in WELL in Q2 2025 and held it in 2 quarters. The position peaked at $4.1K in Q3 2025. 1,437 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Evergreen Private Wealth reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 23 Welltower shares in Q4 2025, an estimated $4.1K.
Evergreen Private Wealth first reported a position in Welltower in Q2 2025 and held it in 2 quarters.
Evergreen Private Wealth's Welltower position peaked at $4.1K in Q3 2025.
1,437 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.