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Hemington Wealth Management’s Welltower WELL Stock Holding History

Hemington 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 		$10K Buy
57
+11
+24% +$1.81K ﹤0.01% 896
2025
Q2 		$7K Sell
46
-32
-41% -$4.78K ﹤0.01% 1014
2025
Q1 		$11K Hold
78
– – ﹤0.01% 799
2024
Q4 		$9K Hold
78
– – ﹤0.01% 822
2024
Q3 		$10K Buy
+78
New +$9.1K ﹤0.01% 721

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

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

Hemington Wealth Management increased its Welltower (WELL) stake by 24% in Q3 2025, buying an estimated $1.81K and bringing the position to 57 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Hemington Wealth Management first reported a position in WELL in Q3 2024 and has held it in 5 quarters since. The position peaked at $11K in Q1 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Hemington Wealth Management held 57 shares of Welltower worth $10K as of Q3 2025.
  • Hemington Wealth Management bought 11 Welltower shares in Q3 2025, an estimated $1.81K.
  • Welltower made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #896 holding.
  • Hemington Wealth Management first reported a position in Welltower in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Welltower position peaked at $11K in Q1 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.