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Stephens Consulting’s Welltower WELL Stock Holding History

Stephens Consulting’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
-16
Closed -$2.46K – 1170
2025
Q2 		$2.46K Buy
+16
New +$2.39K ﹤0.01% 479
2022
Q1 		– Sell
-51
Closed -$4.37K – 694
2021
Q4 		$4.37K Buy
+51
New +$4.25K ﹤0.01% 509

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

Stephens Consulting's WELL Position: Q3 2025 in Review

Stephens Consulting sold out of Welltower (WELL) in Q3 2025, closing a stake of 16 shares — an estimated $2.46K sold.

Stephens Consulting first reported a position in WELL in Q4 2021 and held it in 2 quarters. The position peaked at $4.37K in Q4 2021. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Stephens Consulting reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 16 Welltower shares in Q3 2025, an estimated $2.46K.
  • Stephens Consulting first reported a position in Welltower in Q4 2021 and held it in 2 quarters.
  • Stephens Consulting's Welltower position peaked at $4.37K in Q4 2021.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.