Net Worth Advisory Group’s Welltower WELL Stock Holding History

Net Worth Advisory Group’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	-3,069	Closed	-$472K	–	503
2025 Q2	$472K	Buy	3,069 +175	+6%	+$26.2K	0.1%	200
2025 Q1	$443K	Sell	2,894 -1,353	-32%	-$193K	0.14%	171
2024 Q4	$535K	Buy	4,247 +1,438	+51%	+$189K	0.16%	162
2024 Q3	$360K	Buy	+2,809	New	+$328K	0.11%	221

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

Net Worth Advisory Group's WELL Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Welltower (WELL) in Q3 2025, closing a stake of 3,069 shares — an estimated $472K sold.

Net Worth Advisory Group first reported a position in WELL in Q3 2024 and held it in 4 quarters. The position peaked at $535K in Q4 2024. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

Net Worth Advisory Group reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
Net Worth Advisory Group sold 3,069 Welltower shares in Q3 2025, an estimated $472K.
Net Worth Advisory Group first reported a position in Welltower in Q3 2024 and held it in 4 quarters.
Net Worth Advisory Group's Welltower position peaked at $535K in Q4 2024.
1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.