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Redmont Wealth Advisors’s Welltower WELL Stock Holding History

Redmont Wealth 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
Q4 		$8.54K Hold
46
– – 0.01% 194
2025
Q3 		$8.19K Hold
46
– – 0.01% 207
2025
Q2 		$7.07K Buy
+46
New +$6.87K 0.01% 218
2024
Q4 		– Sell
-46
Closed -$5.89K – 310
2024
Q3 		$5.89K Hold
46
– – 0.01% 231
2024
Q2 		$4.8K Hold
46
– – 0.01% 262
2024
Q1 		$4.3K Buy
+46
New +$4.17K 0.01% 273

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Redmont Wealth Advisors's WELL Position: Q4 2025 in Review

Redmont Wealth Advisors held its Welltower (WELL) position steady in Q4 2025 at 46 shares worth $8.54K. The position accounts for 0.01% of the portfolio, ranked #194.

Redmont Wealth Advisors first reported a position in WELL in Q1 2024 and has held it in 6 quarters since. 1,437 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Redmont Wealth Advisors held 46 shares of Welltower worth $8.54K as of Q4 2025.
  • Redmont Wealth Advisors left its Welltower share count unchanged in Q4 2025.
  • Welltower made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #194 holding.
  • Redmont Wealth Advisors first reported a position in Welltower in Q1 2024 and has held it in 6 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.