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Pitcairn’s Welltower WELL Stock Holding History

Pitcairn’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
-2,096
Closed -$373K – 592
2025
Q3 		$373K Sell
2,096
-520
-20% -$85.5K 0.03% 432
2025
Q2 		$402K Sell
2,616
-53
-2% -$7.92K 0.03% 465
2025
Q1 		$409K Buy
2,669
+3
+0.1% +$427 0.02% 487
2024
Q4 		$336K Sell
2,666
-3,847
-59% -$505K 0.02% 551
2024
Q3 		$834K Buy
6,513
+3,689
+131% +$430K 0.05% 303
2024
Q2 		$294K Buy
2,824
+362
+15% +$35.5K 0.02% 592
2024
Q1 		$230K Buy
+2,462
New +$223K 0.01% 657

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

Pitcairn's WELL Position: Q4 2025 in Review

Pitcairn sold out of Welltower (WELL) in Q4 2025, closing a stake of 2,096 shares — an estimated $373K sold.

Pitcairn first reported a position in WELL in Q1 2024 and held it in 7 quarters. The position peaked at $834K in Q3 2024. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Pitcairn reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 2,096 Welltower shares in Q4 2025, an estimated $373K.
  • Pitcairn first reported a position in Welltower in Q1 2024 and held it in 7 quarters.
  • Pitcairn's Welltower position peaked at $834K in Q3 2024.
  • 1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.