Pines Wealth Management’s Welltower WELL Stock Holding History

Pines 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 Q4	–	Sell	-1,124	Closed	-$200K	–	238
2025 Q3	$200K	Buy	+1,124	New	+$185K	0.07%	224

Other funds holding WELL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pines Wealth Management's WELL Position: Q4 2025 in Review

Pines Wealth Management sold out of Welltower (WELL) in Q4 2025, closing a stake of 1,124 shares — an estimated $200K sold.

Pines Wealth Management first reported a position in WELL in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 1,437 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Pines Wealth Management reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Pines Wealth Management sold 1,124 Welltower shares in Q4 2025, an estimated $200K.
Pines Wealth Management first reported a position in Welltower in Q3 2025 and held it in 1 quarter.
Pines Wealth Management's Welltower position peaked at $200K in Q3 2025.
1,437 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Pines Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.