Pathway Financial Advisers’s Welltower WELL Stock Holding History

Pathway Financial Advisers’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	–	Sell	-830	Closed	-$148K	–	357
2025 Q3	$148K	Buy	+830	New	+$136K	0.04%	169
2025 Q1	–	Sell	-825	Closed	-$104K	–	420
2024 Q4	$104K	Buy	825 +2	+0.2%	+$263	0.03%	186
2024 Q3	$105K	Buy	823 +1	+0.1%	+$117	0.05%	144
2024 Q2	$85.6K	Buy	822 +4	+0.5%	+$392	0.03%	196
2024 Q1	$76.5K	Sell	818 -131	-14%	-$11.9K	0.03%	203
2023 Q4	$85.6K	Buy	949 +2	+0.2%	+$174	0.03%	196
2023 Q3	$77.5K	Buy	+947	New	+$77.9K	0.03%	203
2023 Q1	$166K	Buy	2,320 +36	+2%	+$2.61K	0.07%	166
2022 Q4	$150K	Buy	+2,284	New	+$147K	0.06%	173

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathway Financial Advisers's WELL Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Welltower (WELL) in Q4 2025, closing a stake of 830 shares — an estimated $148K sold.

Pathway Financial Advisers first reported a position in WELL in Q4 2022 and held it in 9 quarters. The position peaked at $166K in Q1 2023. 1,430 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Pathway Financial Advisers reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 830 Welltower shares in Q4 2025, an estimated $148K.
Pathway Financial Advisers first reported a position in Welltower in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's Welltower position peaked at $166K in Q1 2023.
1,430 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.