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Legacy Financial Advisors’s Welltower WELL Stock Holding History

Legacy Financial Advisors’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
-3,988
Closed -$710K – 461
2025
Q3 		$710K Buy
+3,988
New +$656K 0.1% 186
2025
Q2 		– Sell
-2,967
Closed -$455K – 415
2025
Q1 		$455K Buy
2,967
+180
+6% +$25.6K 0.08% 211
2024
Q4 		$351K Buy
2,787
+18
+0.7% +$2.36K 0.06% 250
2024
Q3 		$354K Buy
2,769
+184
+7% +$21.5K 0.06% 249
2024
Q2 		$269K Buy
2,585
+274
+12% +$26.9K 0.05% 273
2024
Q1 		$216K Buy
+2,311
New +$209K 0.04% 300
2019
Q2 		– Sell
-158
Closed -$12K – 898
2019
Q1 		$12K Buy
158
+58
+58% +$4.35K ﹤0.01% 585
2018
Q4 		$7K Buy
100
+71
+245% +$4.83K ﹤0.01% 664
2018
Q3 		$1K Hold
29
– – ﹤0.01% 866
2018
Q2 		$2K Buy
29
+4
+16% +$223 ﹤0.01% 842
2018
Q1 		$1K Sell
25
-189
-88% -$10.7K ﹤0.01% 795
2017
Q4 		$13K Buy
+214
New +$14.4K 0.01% 434

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's WELL Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Welltower (WELL) in Q4 2025, closing a stake of 3,988 shares — an estimated $710K sold.

Legacy Financial Advisors first reported a position in WELL in Q4 2017 and held it in 12 quarters. The position peaked at $710K in Q3 2025. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,988 Welltower shares in Q4 2025, an estimated $710K.
  • Legacy Financial Advisors first reported a position in Welltower in Q4 2017 and held it in 12 quarters.
  • Legacy Financial Advisors's Welltower position peaked at $710K in Q3 2025.
  • 1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.