PMFA
WELL icon

Plante Moran Financial Advisors’s Welltower WELL Stock Holding History

Plante Moran Financial Advisors’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
-181
Closed -$27.8K – 873
2025
Q2 		$27.8K Buy
181
+170
+1,545% +$25.4K ﹤0.01% 436
2025
Q1 		$1.69K Sell
11
-35
-76% -$4.99K ﹤0.01% 699
2024
Q4 		$5.82K Hold
46
– – ﹤0.01% 665
2024
Q3 		$5.88K Buy
+46
New +$5.37K ﹤0.01% 666
2021
Q4 		– Sell
-236
Closed -$19.7K – 1112
2021
Q3 		$19K Hold
236
– – ﹤0.01% 579
2021
Q2 		$20K Hold
236
– – ﹤0.01% 557
2021
Q1 		$17K Buy
236
+13
+6% +$873 ﹤0.01% 560
2020
Q4 		$14K Hold
223
– – ﹤0.01% 584
2020
Q3 		$12K Hold
223
– – ﹤0.01% 583
2020
Q2 		$12K Hold
223
– – ﹤0.01% 504
2020
Q1 		$10K Hold
223
– – ﹤0.01% 504
2019
Q4 		$18K Hold
223
– – 0.01% 479
2019
Q3 		$20K Hold
223
– – 0.01% 506
2019
Q2 		$18K Hold
223
– – 0.01% 493
2019
Q1 		$17K Hold
223
– – 0.01% 501
2018
Q4 		$15K Hold
223
– – 0.01% 459
2018
Q3 		$14K Sell
223
-55
-20% -$3.55K ﹤0.01% 464
2018
Q2 		$17K Buy
278
+55
+25% +$3.06K 0.01% 496
2018
Q1 		$12K Buy
+223
New +$12.6K 0.01% 582
2016
Q3 		– Sell
-100
Closed -$8K – 997
2016
Q2 		$8K Sell
100
-233
-70% -$16.5K 0.01% 564
2016
Q1 		$23K Sell
333
-291
-47% -$18.8K 0.02% 366
2015
Q4 		$42K Buy
+624
New +$40.7K 0.03% 310

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

Plante Moran Financial Advisors's WELL Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Welltower (WELL) in Q3 2025, closing a stake of 181 shares — an estimated $27.8K sold.

Plante Moran Financial Advisors first reported a position in WELL in Q4 2015 and held it in 22 quarters. The position peaked at $42K in Q4 2015. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 181 Welltower shares in Q3 2025, an estimated $27.8K.
  • Plante Moran Financial Advisors first reported a position in Welltower in Q4 2015 and held it in 22 quarters.
  • Plante Moran Financial Advisors's Welltower position peaked at $42K in Q4 2015.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.