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Navigoe Wealth Management’s Welltower WELL Stock Holding History

Navigoe Wealth 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
Q4 		– Sell
-60
Closed -$10K – 274
2025
Q3 		$10K Hold
60
– – 0.01% 151
2025
Q2 		$9K Hold
60
– – 0.01% 117
2025
Q1 		$9K Hold
60
– – 0.01% 118
2024
Q4 		$7K Buy
+60
New +$7.88K 0.01% 124

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 $3.38T AUM 44.17% 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

Navigoe Wealth Management's WELL Position: Q4 2025 in Review

Navigoe Wealth Management sold out of Welltower (WELL) in Q4 2025, closing a stake of 60 shares — an estimated $10K sold.

Navigoe Wealth Management first reported a position in WELL in Q4 2024 and held it in 4 quarters. The position peaked at $10K in Q3 2025. 1,437 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Navigoe Wealth Management reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Navigoe Wealth Management sold 60 Welltower shares in Q4 2025, an estimated $10K.
  • Navigoe Wealth Management first reported a position in Welltower in Q4 2024 and held it in 4 quarters.
  • Navigoe Wealth Management's Welltower position peaked at $10K in Q3 2025.
  • 1,437 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Navigoe Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.