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Full Sail Capital’s Welltower WELL Stock Holding History

Full Sail 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 		$258K Buy
+1,448
New +$238K 0.01% 257

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Full Sail Capital's WELL Position: Q3 2025 in Review

Full Sail Capital opened a new position in Welltower (WELL) in Q3 2025: 1,448 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings.

1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Full Sail Capital held 1,448 shares of Welltower worth $258K as of Q3 2025.
  • Welltower was a new Full Sail Capital position in Q3 2025.
  • Welltower made up 0.01% of Full Sail Capital's portfolio in Q3 2025, its #257 holding.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Full Sail Capital's 13F filing for Q3 2025, filed 14 Nov 2025.