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Nicola Wealth Management’s Welltower WELL Stock Holding History

Nicola 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
Q3 		– Sell
-20,642
Closed -$3.17M – 111
2025
Q2 		$3.17M Buy
20,642
+1,140
+6% +$170K 0.3% 59
2025
Q1 		$2.99M Buy
19,502
+807
+4% +$115K 0.29% 65
2024
Q4 		$3.39M Sell
18,695
-1,100
-6% -$144K 0.32% 63
2024
Q3 		$3.43M Sell
19,795
-4,200
-18% -$490K 0.27% 70
2024
Q2 		$3.42M Buy
23,995
+6,300
+36% +$617K 0.31% 68
2024
Q1 		$2.24M Buy
17,695
+4,500
+34% +$407K 0.22% 85
2023
Q4 		$1.57M Sell
13,195
-4,800
-27% -$416K 0.17% 96
2023
Q3 		$1.99M Sell
17,995
-22,700
-56% -$1.87M 0.22% 89
2023
Q2 		$3.29M Sell
40,695
-7,040
-15% -$542K 0.32% 70
2023
Q1 		$3.42M Buy
47,735
+10,300
+28% +$747K 0.34% 72
2022
Q4 		$2.45M Buy
37,435
+9,300
+33% +$598K 0.25% 83
2022
Q3 		$1.81M Sell
28,135
-8,370
-23% -$654K 0.2% 93
2022
Q2 		$3.01M Buy
+36,505
New +$3.25M 0.29% 82

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

Nicola Wealth Management's WELL Position: Q3 2025 in Review

Nicola Wealth Management sold out of Welltower (WELL) in Q3 2025, closing a stake of 20,642 shares — an estimated $3.17M sold.

Nicola Wealth Management first reported a position in WELL in Q2 2022 and held it in 13 quarters. The position peaked at $3.43M in Q3 2024. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Nicola Wealth Management reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 20,642 Welltower shares in Q3 2025, an estimated $3.17M.
  • Nicola Wealth Management first reported a position in Welltower in Q2 2022 and held it in 13 quarters.
  • Nicola Wealth Management's Welltower position peaked at $3.43M in Q3 2024.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.