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Retirement Wealth Solutions’s Welltower WELL Stock Holding History

Retirement Wealth Solutions’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
Closed -$100 – 848
2025
Q3 		$100 Hold
1
– – ﹤0.01% 782
2025
Q2 		$86 Hold
1
– – ﹤0.01% 416
2025
Q1 		$85 Hold
1
– – ﹤0.01% 404
2024
Q4 		$69 Buy
+1
New +$131 ﹤0.01% 415

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

Retirement Wealth Solutions's WELL Position: Q4 2025 in Review

Retirement Wealth Solutions sold out of Welltower (WELL) in Q4 2025, closing a stake of 1 share — an estimated $100 sold.

Retirement Wealth Solutions first reported a position in WELL in Q4 2024 and held it in 4 quarters. The position peaked at $100 in Q3 2025. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Retirement Wealth Solutions reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 1 Welltower share in Q4 2025, an estimated $100.
  • Retirement Wealth Solutions first reported a position in Welltower in Q4 2024 and held it in 4 quarters.
  • Retirement Wealth Solutions's Welltower position peaked at $100 in Q3 2025.
  • 1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Retirement Wealth Solutions's 13F filing for Q4 2025, filed 7 Jan 2026.