Transce3nd’s Welltower WELL Stock Holding History

Transce3nd’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	-4	Closed	-$615	–	1150
2025 Q2	$615	Hold	4	–	–	﹤0.01%	1052
2025 Q1	$613	Sell	4 -156	-98%	-$22.2K	﹤0.01%	1013
2024 Q4	$20.2K	Buy	+160	New	+$21K	0.01%	558

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

Transce3nd's WELL Position: Q3 2025 in Review

Transce3nd sold out of Welltower (WELL) in Q3 2025, closing a stake of 4 shares — an estimated $615 sold.

Transce3nd first reported a position in WELL in Q4 2024 and held it in 3 quarters. The position peaked at $20.2K in Q4 2024. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

Transce3nd reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 4 Welltower shares in Q3 2025, an estimated $615.
Transce3nd first reported a position in Welltower in Q4 2024 and held it in 3 quarters.
Transce3nd's Welltower position peaked at $20.2K in Q4 2024.
1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.