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Park Square Financial Group’s Welltower WELL Stock Holding History

Park Square Financial 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
-2,173
Closed -$334K – 960
2025
Q2 		$334K Buy
2,173
+150
+7% +$22.4K 0.24% 68
2025
Q1 		$310K Buy
2,023
+1,925
+1,964% +$274K 0.25% 55
2024
Q4 		$12.4K Buy
+98
New +$12.9K 0.01% 544

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

Park Square Financial Group's WELL Position: Q3 2025 in Review

Park Square Financial Group sold out of Welltower (WELL) in Q3 2025, closing a stake of 2,173 shares — an estimated $334K sold.

Park Square Financial Group first reported a position in WELL in Q4 2024 and held it in 3 quarters. The position peaked at $334K in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Park Square Financial Group reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 2,173 Welltower shares in Q3 2025, an estimated $334K.
  • Park Square Financial Group first reported a position in Welltower in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Welltower position peaked at $334K in Q2 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.