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NewSquare Capital’s Welltower WELL Stock Holding History

NewSquare Capital’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
-362
Closed -$55.6K – 1230
2025
Q2 		$55.6K Buy
362
+84
+30% +$12.6K ﹤0.01% 274
2025
Q1 		$42.6K Buy
278
+172
+162% +$24.5K ﹤0.01% 254
2024
Q4 		$13.4K Buy
106
+18
+20% +$2.36K ﹤0.01% 247
2024
Q3 		$11.3K Hold
88
– – ﹤0.01% 210
2024
Q2 		$9.17K Hold
88
– – ﹤0.01% 233
2024
Q1 		$8.22K Hold
88
– – ﹤0.01% 263
2023
Q4 		$7.93K Sell
88
-97
-52% -$8.42K ﹤0.01% 287
2023
Q3 		$15.2K Buy
185
+77
+71% +$6.33K ﹤0.01% 272
2023
Q2 		$8.74K Hold
108
– – ﹤0.01% 352
2023
Q1 		$7.74K Hold
108
– – ﹤0.01% 377
2022
Q4 		$7.08K Buy
+108
New +$6.94K ﹤0.01% 328

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

NewSquare Capital's WELL Position: Q3 2025 in Review

NewSquare Capital sold out of Welltower (WELL) in Q3 2025, closing a stake of 362 shares — an estimated $55.6K sold.

NewSquare Capital first reported a position in WELL in Q4 2022 and held it in 11 quarters. The position peaked at $55.6K in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • NewSquare Capital reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 362 Welltower shares in Q3 2025, an estimated $55.6K.
  • NewSquare Capital first reported a position in Welltower in Q4 2022 and held it in 11 quarters.
  • NewSquare Capital's Welltower position peaked at $55.6K in Q2 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.