Nebula Research & Development’s Welltower WELL Stock Holding History

Nebula Research & Development’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	-3,625	Closed	-$557K	–	869
2025 Q2	$557K	Sell	3,625 -10,248	-74%	-$1.53M	0.05%	609
2025 Q1	$2.13M	Buy	+13,873	New	+$1.98M	0.2%	148
2024 Q3	–	Sell	-10,033	Closed	-$1.05M	–	1191
2024 Q2	$1.05M	Buy	+10,033	New	+$983K	0.17%	206

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nebula Research & Development's WELL Position: Q3 2025 in Review

Nebula Research & Development sold out of Welltower (WELL) in Q3 2025, closing a stake of 3,625 shares — an estimated $557K sold.

Nebula Research & Development first reported a position in WELL in Q2 2024 and held it in 3 quarters. The position peaked at $2.13M in Q1 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

Nebula Research & Development reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
Nebula Research & Development sold 3,625 Welltower shares in Q3 2025, an estimated $557K.
Nebula Research & Development first reported a position in Welltower in Q2 2024 and held it in 3 quarters.
Nebula Research & Development's Welltower position peaked at $2.13M in Q1 2025.
1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.