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Investment Partners’s Welltower WELL Stock Holding History

Investment Partners’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
-1,441
Closed -$257K – 157
2025
Q3 		$257K Sell
1,441
-172
-11% -$28.3K 0.09% 140
2025
Q2 		$248K Buy
1,613
+6
+0.4% +$897 0.09% 139
2025
Q1 		$246K Buy
1,607
+5
+0.3% +$712 0.1% 138
2024
Q4 		$202K Buy
+1,602
New +$210K 0.08% 143
2016
Q3 		– Sell
-6,759
Closed -$515K – 181
2016
Q2 		$515K Sell
6,759
-1,342
-17% -$95.3K 0.51% 67
2016
Q1 		$551K Buy
8,101
+2,047
+34% +$132K 0.36% 79
2015
Q4 		$414K Buy
6,054
+12
+0.2% +$783 0.5% 67
2015
Q3 		$413K Buy
6,042
+109
+2% +$7.28K 0.54% 64
2015
Q2 		$390K Buy
5,933
+6
+0.1% +$430 0.47% 71
2015
Q1 		$455K Buy
5,927
+7
+0.1% +$551 0.5% 67
2014
Q4 		$451K Buy
+5,920
New +$423K 0.52% 65

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Investment Partners's WELL Position: Q4 2025 in Review

Investment Partners sold out of Welltower (WELL) in Q4 2025, closing a stake of 1,441 shares — an estimated $257K sold.

Investment Partners first reported a position in WELL in Q4 2014 and held it in 11 quarters. The position peaked at $551K in Q1 2016. 1,437 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Investment Partners reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Investment Partners sold 1,441 Welltower shares in Q4 2025, an estimated $257K.
  • Investment Partners first reported a position in Welltower in Q4 2014 and held it in 11 quarters.
  • Investment Partners's Welltower position peaked at $551K in Q1 2016.
  • 1,437 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Investment Partners's 13F filing for Q4 2025, filed 10 Feb 2026.