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Moloney Securities Asset Management’s Welltower WELL Stock Holding History

Moloney Securities Asset 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 		$791K Sell
4,443
-423
-9% -$69.5K 0.09% 217
2025
Q2 		$748K Buy
4,866
+3,292
+209% +$492K 0.09% 216
2025
Q1 		$241K Sell
1,574
-299
-16% -$42.6K 0.03% 403
2024
Q4 		$236K Sell
1,873
-165
-8% -$21.7K 0.03% 386
2024
Q3 		$261K Sell
2,038
-303
-13% -$35.4K 0.04% 391
2024
Q2 		$244K Hold
2,341
– – 0.04% 387
2024
Q1 		$219K Sell
2,341
-35
-1% -$3.17K 0.03% 397
2023
Q4 		$214K Buy
+2,376
New +$206K 0.03% 398
2022
Q3 		– Sell
-2,702
Closed -$222K – 399
2022
Q2 		$222K Buy
2,702
+3
+0.1% +$267 0.05% 323
2022
Q1 		$260K Buy
2,699
+3
+0.1% +$261 0.05% 330
2021
Q4 		$231K Buy
2,696
+4
+0.1% +$333 0.04% 379
2021
Q3 		$222K Sell
2,692
-32
-1% -$2.75K 0.04% 377
2021
Q2 		$226K Sell
2,724
-442
-14% -$33.8K 0.04% 375
2021
Q1 		$227K Sell
3,166
-876
-22% -$58.8K 0.04% 354
2020
Q4 		$261K Sell
4,042
-92
-2% -$5.58K 0.06% 313
2020
Q3 		$228K Sell
4,134
-1,966
-32% -$108K 0.06% 282
2020
Q2 		$316K Sell
6,100
-31,349
-84% -$1.54M 0.09% 222
2020
Q1 		$1.71M Buy
37,449
+16,163
+76% +$1.19M 0.61% 53
2019
Q4 		$1.74M Buy
21,286
+1,147
+6% +$98.2K 0.54% 46
2019
Q3 		$1.83M Sell
20,139
-809
-4% -$70.4K 0.61% 48
2019
Q2 		$1.71M Buy
20,948
+251
+1% +$19.7K 0.57% 46
2019
Q1 		$1.61M Sell
20,697
-1,842
-8% -$138K 0.55% 46
2018
Q4 		$1.56M Buy
22,539
+565
+3% +$38.4K 0.64% 38
2018
Q3 		$1.41M Sell
21,974
-917
-4% -$59.2K 0.49% 54
2018
Q2 		$1.44M Buy
22,891
+1,671
+8% +$93.1K 0.54% 48
2018
Q1 		$1.16M Buy
21,220
+1,016
+5% +$57.4K 0.47% 62
2017
Q4 		$1.29M Buy
20,204
+861
+4% +$57.8K 0.54% 50
2017
Q3 		$1.36M Sell
19,343
-148
-0.8% -$10.8K 0.61% 43
2017
Q2 		$1.46M Buy
19,491
+158
+0.8% +$11.6K 0.73% 36
2017
Q1 		$1.37M Buy
19,333
+2,344
+14% +$158K 0.71% 37
2016
Q4 		$1.14M Buy
+16,989
New +$1.13M 0.69% 35

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

Moloney Securities Asset Management's WELL Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Welltower (WELL) stake by 8.7% in Q3 2025, selling an estimated $69.5K and leaving 4,443 shares worth $791K. The position accounts for 0.09% of the portfolio, ranked #217.

Moloney Securities Asset Management first reported a position in WELL in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.83M in Q3 2019. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Moloney Securities Asset Management held 4,443 shares of Welltower worth $791K as of Q3 2025.
  • Moloney Securities Asset Management sold 423 Welltower shares in Q3 2025, an estimated $69.5K.
  • Welltower made up 0.09% of Moloney Securities Asset Management's portfolio in Q3 2025, its #217 holding.
  • Moloney Securities Asset Management first reported a position in Welltower in Q4 2016 and has held it in 31 quarters since.
  • Moloney Securities Asset Management's Welltower position peaked at $1.83M in Q3 2019.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.