MPM
WELL icon

MBB Public Markets’s Welltower WELL Stock Holding History

MBB Public Markets’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 		– Sell
-1,760
Closed -$271K – 483
2025
Q2 		$271K Sell
1,760
-393
-18% -$58.7K 0.03% 229
2025
Q1 		$330K Buy
+2,153
New +$307K 0.04% 114
2024
Q4 		– Sell
-2,790
Closed -$357K – 543
2024
Q3 		$357K Sell
2,790
-37,485
-93% -$4.37M 0.02% 160
2024
Q2 		$4.2M Buy
40,275
+32,509
+419% +$3.19M 0.08% 192
2024
Q1 		$726K Buy
+7,766
New +$703K 0.04% 120

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

MBB Public Markets's WELL Position: Q3 2025 in Review

MBB Public Markets sold out of Welltower (WELL) in Q3 2025, closing a stake of 1,760 shares — an estimated $271K sold.

MBB Public Markets first reported a position in WELL in Q1 2024 and held it in 5 quarters. The position peaked at $4.2M in Q2 2024. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • MBB Public Markets reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 1,760 Welltower shares in Q3 2025, an estimated $271K.
  • MBB Public Markets first reported a position in Welltower in Q1 2024 and held it in 5 quarters.
  • MBB Public Markets's Welltower position peaked at $4.2M in Q2 2024.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.