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Riggs Asset Management’s Welltower WELL Stock Holding History

Riggs Asset 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
Q3 		– Sell
-46
Closed -$7.07K – 865
2025
Q2 		$7.07K Hold
46
– – ﹤0.01% 395
2025
Q1 		$7.05K Buy
46
+8
+21% +$1.14K ﹤0.01% 295
2024
Q4 		$4.75K Buy
+38
New +$4.99K ﹤0.01% 301
2022
Q2 		– Sell
-17
Closed -$2K – 341
2022
Q1 		$2K Hold
17
– – ﹤0.01% 292
2021
Q4 		$1K Hold
17
– – ﹤0.01% 314
2021
Q3 		$1K Buy
+17
New +$1.46K ﹤0.01% 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

Riggs Asset Management's WELL Position: Q3 2025 in Review

Riggs Asset Management sold out of Welltower (WELL) in Q3 2025, closing a stake of 46 shares — an estimated $7.07K sold.

Riggs Asset Management first reported a position in WELL in Q3 2021 and held it in 6 quarters. The position peaked at $7.07K in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Riggs Asset Management reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Riggs Asset Management sold 46 Welltower shares in Q3 2025, an estimated $7.07K.
  • Riggs Asset Management first reported a position in Welltower in Q3 2021 and held it in 6 quarters.
  • Riggs Asset Management's Welltower position peaked at $7.07K in Q2 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.