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Gitterman Wealth Management’s Welltower WELL Stock Holding History

Gitterman 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 		– Sell
-1,488
Closed -$229K – 331
2025
Q2 		$229K Buy
+1,488
New +$222K 0.05% 118

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

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

Gitterman Wealth Management sold out of Welltower (WELL) in Q3 2025, closing a stake of 1,488 shares — an estimated $229K sold.

Gitterman Wealth Management first reported a position in WELL in Q2 2025 and held it in 1 quarter. The position peaked at $229K in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,488 Welltower shares in Q3 2025, an estimated $229K.
  • Gitterman Wealth Management first reported a position in Welltower in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Welltower position peaked at $229K in Q2 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.