Tortoise Investment Management’s Welltower WELL Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-37	Closed	-$6.59K	–	1446
2025 Q3	$6.59K	Buy	37 +11	+42%	+$1.81K	﹤0.01%	669
2025 Q2	$4K	Buy	+26	New	+$3.88K	﹤0.01%	683
2024 Q4	–	Sell	-12	Closed	-$1.54K	–	906
2024 Q3	$1.54K	Buy	+12	New	+$1.4K	﹤0.01%	789
2023 Q4	–	Sell	-5	Closed	-$410	–	823
2023 Q3	$410	Buy	+5	New	+$411	﹤0.01%	763
2022 Q1	–	Sell	-99	Closed	-$8K	–	702
2021 Q4	$8K	Buy	+99	New	+$8.25K	﹤0.01%	507
2018 Q1	–	Sell	-243	Closed	-$15K	–	569
2017 Q4	$15K	Hold	243	–	–	﹤0.01%	351
2017 Q3	$17K	Hold	243	–	–	0.01%	313
2017 Q2	$18K	Hold	243	–	–	0.01%	298
2017 Q1	$17K	Hold	243	–	–	0.01%	285
2016 Q4	$16K	Hold	243	–	–	0.01%	290
2016 Q3	$18K	Buy	+243	New	+$18.6K	0.01%	263

Other funds holding WELL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's WELL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Welltower (WELL) in Q4 2025, closing a stake of 37 shares — an estimated $6.59K sold.

Tortoise Investment Management first reported a position in WELL in Q3 2016 and held it in 11 quarters. The position peaked at $18K in Q2 2017. 1,435 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Tortoise Investment Management reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 37 Welltower shares in Q4 2025, an estimated $6.59K.
Tortoise Investment Management first reported a position in Welltower in Q3 2016 and held it in 11 quarters.
Tortoise Investment Management's Welltower position peaked at $18K in Q2 2017.
1,435 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.