Trifecta Capital Advisors’s Welltower WELL Stock Holding History

Trifecta Capital 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	-15	Closed	-$2.67K	–	444
2025 Q3	$2.67K	Hold	15	–	–	﹤0.01%	313
2025 Q2	$2.31K	Hold	15	–	–	﹤0.01%	325
2025 Q1	$2.3K	Hold	15	–	–	﹤0.01%	295
2024 Q4	$1.89K	Hold	15	–	–	﹤0.01%	309
2024 Q3	$1.92K	Hold	15	–	–	﹤0.01%	315
2024 Q2	$1.56K	Hold	15	–	–	﹤0.01%	336
2024 Q1	$1.4K	Hold	15	–	–	﹤0.01%	342
2023 Q4	$1.35K	Buy	+15	New	+$1.3K	﹤0.01%	369

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Trifecta Capital Advisors's WELL Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Welltower (WELL) in Q4 2025, closing a stake of 15 shares — an estimated $2.67K sold.

Trifecta Capital Advisors first reported a position in WELL in Q4 2023 and held it in 8 quarters. The position peaked at $2.67K in Q3 2025. 1,430 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Trifecta Capital Advisors reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 15 Welltower shares in Q4 2025, an estimated $2.67K.
Trifecta Capital Advisors first reported a position in Welltower in Q4 2023 and held it in 8 quarters.
Trifecta Capital Advisors's Welltower position peaked at $2.67K in Q3 2025.
1,430 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.