NMG
WELL icon

New Millennium Group’s Welltower WELL Stock Holding History

New Millennium 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
Q4 		$16.9K Hold
91
– – 0.01% 177
2025
Q3 		$16.2K Hold
91
– – 0.01% 189
2025
Q2 		$14K Hold
91
– – 0.01% 177
2025
Q1 		$13.9K Hold
91
– – 0.01% 177
2024
Q4 		$11.5K Buy
+91
New +$11.9K 0.01% 207

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Millennium Group's WELL Position: Q4 2025 in Review

New Millennium Group held its Welltower (WELL) position steady in Q4 2025 at 91 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #177.

New Millennium Group first reported a position in WELL in Q4 2024 and has held it in 5 quarters since. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • New Millennium Group held 91 shares of Welltower worth $16.9K as of Q4 2025.
  • New Millennium Group left its Welltower share count unchanged in Q4 2025.
  • Welltower made up 0.01% of New Millennium Group's portfolio in Q4 2025, its #177 holding.
  • New Millennium Group first reported a position in Welltower in Q4 2024 and has held it in 5 quarters since.
  • 1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.