SMART Wealth’s Welltower WELL Stock Holding History

SMART Wealth’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	-3,388	Closed	-$521K	–	181
2025 Q2	$521K	Buy	3,388 +706	+26%	+$106K	0.16%	105
2025 Q1	$411K	Buy	+2,682	New	+$382K	0.15%	107

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SMART Wealth's WELL Position: Q3 2025 in Review

SMART Wealth sold out of Welltower (WELL) in Q3 2025, closing a stake of 3,388 shares — an estimated $521K sold.

SMART Wealth first reported a position in WELL in Q1 2025 and held it in 2 quarters. The position peaked at $521K in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

SMART Wealth reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
SMART Wealth sold 3,388 Welltower shares in Q3 2025, an estimated $521K.
SMART Wealth first reported a position in Welltower in Q1 2025 and held it in 2 quarters.
SMART Wealth's Welltower position peaked at $521K in Q2 2025.
1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.