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TruNorth Capital Management’s Welltower WELL Stock Holding History

TruNorth Capital 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
-261
Closed -$46.5K – 391
2025
Q3 		$46.5K Hold
261
– – 0.01% 196
2025
Q2 		$40.1K Hold
261
– – 0.01% 185
2025
Q1 		$40K Hold
261
– – 0.01% 238
2024
Q4 		$32.9K Hold
261
– – 0.01% 191
2024
Q3 		$33.4K Hold
261
– – 0.01% 186
2024
Q2 		$27.2K Buy
+261
New +$25.6K 0.01% 179

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TruNorth Capital Management's WELL Position: Q4 2025 in Review

TruNorth Capital Management sold out of Welltower (WELL) in Q4 2025, closing a stake of 261 shares — an estimated $46.5K sold.

TruNorth Capital Management first reported a position in WELL in Q2 2024 and held it in 6 quarters. The position peaked at $46.5K in Q3 2025. 1,431 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • TruNorth Capital Management reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 261 Welltower shares in Q4 2025, an estimated $46.5K.
  • TruNorth Capital Management first reported a position in Welltower in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's Welltower position peaked at $46.5K in Q3 2025.
  • 1,431 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.