GPS Wealth Strategies Group’s Welltower WELL Stock Holding History

GPS Wealth Strategies Group’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	-165	Closed	-$29.4K	–	1583
2025 Q3	$29.4K	Hold	165	–	–	﹤0.01%	796
2025 Q2	$25.3K	Sell	165 -12	-7%	-$1.79K	﹤0.01%	797
2025 Q1	$27.1K	Buy	177 +1	+0.6%	+$142	﹤0.01%	754
2024 Q4	$22.1K	Buy	176 +1	+0.6%	+$131	﹤0.01%	776
2024 Q3	$22.5K	Sell	175 -17	-9%	-$1.98K	﹤0.01%	778
2024 Q2	$20K	Buy	192 +175	+1,029%	+$17.1K	﹤0.01%	760
2024 Q1	$1.59K	Hold	17	–	–	﹤0.01%	1143
2023 Q4	$1.53K	Hold	17	–	–	﹤0.01%	1132
2023 Q3	$1.39K	Hold	17	–	–	﹤0.01%	1153
2023 Q2	$1.38K	Hold	17	–	–	﹤0.01%	1143
2023 Q1	$1.22K	Buy	+17	New	+$1.23K	﹤0.01%	1147
2022 Q4	–	Sell	-17	Closed	-$1K	–	1080
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	1115
2022 Q2	$1K	Buy	+17	New	+$1.51K	﹤0.01%	1093
2022 Q1	–	Sell	-195	Closed	-$17K	–	1156
2021 Q4	$17K	Sell	195 -60	-24%	-$5K	﹤0.01%	630
2021 Q3	$21K	Hold	255	–	–	0.01%	557
2021 Q2	$21K	Sell	255 -79	-24%	-$6.05K	0.01%	576
2021 Q1	$23K	Buy	+334	New	+$22.4K	0.01%	523

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

GPS Wealth Strategies Group's WELL Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Welltower (WELL) in Q4 2025, closing a stake of 165 shares — an estimated $29.4K sold.

GPS Wealth Strategies Group first reported a position in WELL in Q1 2021 and held it in 17 quarters. The position peaked at $29.4K in Q3 2025. 1,435 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 165 Welltower shares in Q4 2025, an estimated $29.4K.
GPS Wealth Strategies Group first reported a position in Welltower in Q1 2021 and held it in 17 quarters.
GPS Wealth Strategies Group's Welltower position peaked at $29.4K in Q3 2025.
1,435 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.