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Fieldview Capital Management’s Welltower WELL Stock Holding History

Fieldview Capital 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
-1,709
Closed -$304K – 669
2025
Q3 		$304K Buy
+1,709
New +$281K 0.05% 330

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 $3.38T AUM 44.17% 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

Fieldview Capital Management's WELL Position: Q4 2025 in Review

Fieldview Capital Management sold out of Welltower (WELL) in Q4 2025, closing a stake of 1,709 shares — an estimated $304K sold.

Fieldview Capital Management first reported a position in WELL in Q3 2025 and held it in 1 quarter. The position peaked at $304K in Q3 2025. 1,437 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Fieldview Capital Management reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Fieldview Capital Management sold 1,709 Welltower shares in Q4 2025, an estimated $304K.
  • Fieldview Capital Management first reported a position in Welltower in Q3 2025 and held it in 1 quarter.
  • Fieldview Capital Management's Welltower position peaked at $304K in Q3 2025.
  • 1,437 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Fieldview Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.