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ORG Partners’s Welltower WELL Stock Holding History

ORG Partners’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 		$126K Buy
680
+18
+3% +$3.36K 0.02% 408
2025
Q3 		$118K Buy
662
+81
+14% +$13.3K 0.02% 431
2025
Q2 		$88.1K Buy
581
+104
+22% +$15.5K 0.02% 458
2025
Q1 		$73.5K Sell
477
-1
-0.2% -$142 0.02% 431
2024
Q4 		$60.2K Hold
478
– – 0.01% 517
2024
Q3 		$61.2K Sell
478
-2
-0.4% -$233 0.01% 475
2024
Q2 		$49.9K Buy
+480
New +$47K 0.01% 789
2023
Q4 		– Sell
-239
Closed -$19.6K – 1364
2023
Q3 		$19.6K Sell
239
-125
-34% -$10.3K 0.01% 705
2023
Q2 		$29.2K Buy
+364
New +$28K ﹤0.01% 793

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

ORG Partners's WELL Position: Q4 2025 in Review

ORG Partners increased its Welltower (WELL) stake by 2.7% in Q4 2025, buying an estimated $3.36K and bringing the position to 680 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #408.

ORG Partners first reported a position in WELL in Q2 2023 and has held it in 9 quarters since. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • ORG Partners held 680 shares of Welltower worth $126K as of Q4 2025.
  • ORG Partners bought 18 Welltower shares in Q4 2025, an estimated $3.36K.
  • Welltower made up 0.02% of ORG Partners's portfolio in Q4 2025, its #408 holding.
  • ORG Partners first reported a position in Welltower in Q2 2023 and has held it in 9 quarters since.
  • 1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.