Flow Traders U.S.’s Welltower WELL Stock Holding History

Flow Traders U.S.’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	-6,010	Closed	-$1.07M	–	1275
2025 Q3	$1.07M	Buy	+6,010	New	+$988K	0.04%	389
2025 Q2	–	Sell	-2,023	Closed	-$310K	–	1272
2025 Q1	$310K	Sell	2,023 -325	-14%	-$46.3K	0.01%	727
2024 Q4	$296K	Buy	+2,348	New	+$308K	0.01%	756
2013 Q4	–	Sell	-432	Closed	-$27K	–	297
2013 Q3	$27K	Buy	+432	New	+$27.5K	﹤0.01%	142

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 $3.37T AUM 44.26% 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

Flow Traders U.S.'s WELL Position: Q4 2025 in Review

Flow Traders U.S. sold out of Welltower (WELL) in Q4 2025, closing a stake of 6,010 shares — an estimated $1.07M sold.

Flow Traders U.S. first reported a position in WELL in Q3 2013 and held it in 4 quarters. The position peaked at $1.07M in Q3 2025. 1,435 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Flow Traders U.S. reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Flow Traders U.S. sold 6,010 Welltower shares in Q4 2025, an estimated $1.07M.
Flow Traders U.S. first reported a position in Welltower in Q3 2013 and held it in 4 quarters.
Flow Traders U.S.'s Welltower position peaked at $1.07M in Q3 2025.
1,435 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Flow Traders U.S.'s 13F filing for Q4 2025, filed 13 Feb 2026.