MSFS
WELL icon

Main Street Financial Solutions’s Welltower WELL Stock Holding History

Main Street Financial Solutions’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 		$365K Sell
1,966
-368
-16% -$68.7K 0.03% 394
2025
Q3 		$416K Buy
+2,334
New +$384K 0.03% 424

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

Main Street Financial Solutions's WELL Position: Q4 2025 in Review

Main Street Financial Solutions reduced its Welltower (WELL) stake by 16% in Q4 2025, selling an estimated $68.7K and leaving 1,966 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #394.

Main Street Financial Solutions first reported a position in WELL in Q3 2025 and has held it in 2 quarters since. The position peaked at $416K in Q3 2025. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Main Street Financial Solutions held 1,966 shares of Welltower worth $365K as of Q4 2025.
  • Main Street Financial Solutions sold 368 Welltower shares in Q4 2025, an estimated $68.7K.
  • Welltower made up 0.03% of Main Street Financial Solutions's portfolio in Q4 2025, its #394 holding.
  • Main Street Financial Solutions first reported a position in Welltower in Q3 2025 and has held it in 2 quarters since.
  • Main Street Financial Solutions's Welltower position peaked at $416K in Q3 2025.
  • 1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.