GC Wealth Management RIA’s Welltower WELL Stock Holding History

GC Wealth Management RIA’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	-32,712	Closed	-$5.83M	–	851
2025 Q3	$5.83M	Buy	32,712 +5,138	+19%	+$845K	0.19%	85
2025 Q2	$4.24M	Buy	27,574 +2,728	+11%	+$408K	0.35%	57
2025 Q1	$3.81M	Buy	24,846 +1,840	+8%	+$262K	0.7%	31
2024 Q4	$2.9M	Buy	23,006 +7,635	+50%	+$1M	0.51%	41
2024 Q3	$1.97M	Buy	15,371 +5,829	+61%	+$680K	0.34%	65
2024 Q2	$995K	Buy	9,542 +6,286	+193%	+$616K	0.2%	101
2024 Q1	$304K	Buy	3,256 +51	+2%	+$4.62K	0.06%	221
2023 Q4	$289K	Buy	+3,205	New	+$278K	0.13%	165

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

GC Wealth Management RIA's WELL Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Welltower (WELL) in Q4 2025, closing a stake of 32,712 shares — an estimated $5.83M sold.

GC Wealth Management RIA first reported a position in WELL in Q4 2023 and held it in 8 quarters. The position peaked at $5.83M in Q3 2025. 1,435 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

GC Wealth Management RIA reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 32,712 Welltower shares in Q4 2025, an estimated $5.83M.
GC Wealth Management RIA first reported a position in Welltower in Q4 2023 and held it in 8 quarters.
GC Wealth Management RIA's Welltower position peaked at $5.83M in Q3 2025.
1,435 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.