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Rise Advisors’s Welltower WELL Stock Holding History

Rise 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 		– Sell
-389
Closed -$69.4K – 1422
2025
Q3 		$69.4K Buy
389
+16
+4% +$2.63K 0.02% 205
2025
Q2 		$57.3K Buy
373
+8
+2% +$1.2K 0.02% 216
2025
Q1 		$55.9K Buy
365
+69
+23% +$9.83K 0.02% 212
2024
Q4 		$37.3K Buy
296
+1
+0.3% +$131 0.02% 311
2024
Q3 		$37.8K Buy
295
+2
+0.7% +$233 0.02% 311
2024
Q2 		$30.6K Buy
293
+2
+0.7% +$196 0.02% 362
2024
Q1 		$27.2K Buy
+291
New +$26.3K 0.01% 435

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

Rise Advisors's WELL Position: Q4 2025 in Review

Rise Advisors sold out of Welltower (WELL) in Q4 2025, closing a stake of 389 shares — an estimated $69.4K sold.

Rise Advisors first reported a position in WELL in Q1 2024 and held it in 7 quarters. The position peaked at $69.4K in Q3 2025. 1,435 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Rise Advisors reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 389 Welltower shares in Q4 2025, an estimated $69.4K.
  • Rise Advisors first reported a position in Welltower in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Welltower position peaked at $69.4K in Q3 2025.
  • 1,435 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.