FSA Wealth Management’s Welltower WELL Stock Holding History

FSA Wealth 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 Q3	$83.6K	Buy	470 +3	+0.6%	+$493	0.03%	109
2025 Q2	$71.9K	Buy	467 +2	+0.4%	+$299	0.03%	116
2025 Q1	$71.3K	Buy	465 +2	+0.4%	+$285	0.03%	114
2024 Q4	$58.4K	Buy	463 +2	+0.4%	+$263	0.02%	139
2024 Q3	$59K	Buy	+461	New	+$53.8K	0.02%	140
2024 Q1	$42.6K	Buy	456 +3	+0.7%	+$272	0.02%	166
2023 Q4	$41K	Buy	+453	New	+$39.3K	0.02%	158
2021 Q1	–	Sell	-429	Closed	-$28K	–	240
2020 Q4	$28K	Buy	+429	New	+$26K	0.01%	175
2020 Q3	–	Sell	-429	Closed	-$22K	–	359
2020 Q2	$22K	Hold	429	–	–	0.02%	187
2020 Q1	$20K	Sell	429 -200	-32%	-$14.8K	0.02%	187
2019 Q4	$51K	Buy	+629	New	+$53.9K	0.04%	129

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FSA Wealth Management's WELL Position: Q3 2025 in Review

FSA Wealth Management increased its Welltower (WELL) stake by 0.64% in Q3 2025, buying an estimated $493 and bringing the position to 470 shares worth $83.6K. The position accounts for 0.03% of the portfolio, ranked #109.

FSA Wealth Management first reported a position in WELL in Q4 2019 and has held it in 11 quarters since. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

FSA Wealth Management held 470 shares of Welltower worth $83.6K as of Q3 2025.
FSA Wealth Management bought 3 Welltower shares in Q3 2025, an estimated $493.
Welltower made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #109 holding.
FSA Wealth Management first reported a position in Welltower in Q4 2019 and has held it in 11 quarters since.
1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.