FC
WELL icon

Franchise Capital’s Welltower WELL Stock Holding History

Franchise Capital’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
Q3 		$101K Sell
569
-200
-26% -$32.9K 0.04% 26
2025
Q2 		$118K Buy
769
+560
+268% +$83.7K 0.06% 18
2025
Q1 		$32K Buy
+209
New +$29.8K 0.02% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franchise Capital's WELL Position: Q3 2025 in Review

Franchise Capital reduced its Welltower (WELL) stake by 26% in Q3 2025, selling an estimated $32.9K and leaving 569 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #26.

Franchise Capital first reported a position in WELL in Q1 2025 and has held it in 3 quarters since. The position peaked at $118K in Q2 2025. 1,335 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Franchise Capital held 569 shares of Welltower worth $101K as of Q3 2025.
  • Franchise Capital sold 200 Welltower shares in Q3 2025, an estimated $32.9K.
  • Welltower made up 0.04% of Franchise Capital's portfolio in Q3 2025, its #26 holding.
  • Franchise Capital first reported a position in Welltower in Q1 2025 and has held it in 3 quarters since.
  • Franchise Capital's Welltower position peaked at $118K in Q2 2025.
  • 1,335 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Franchise Capital's 13F filing for Q3 2025, filed 28 Oct 2025.