Westfield Capital Management
WELL icon

Westfield Capital Management’s Welltower WELL Stock Holding History

Westfield 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
-32,189
Closed -$5.73M – 271
2025
Q3 		$5.73M Buy
+32,189
New +$5.29M 0.02% 202

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Westfield Capital Management sold out of Welltower (WELL) in Q4 2025, closing a stake of 32,189 shares — an estimated $5.73M sold.

Westfield Capital Management first reported a position in WELL in Q3 2025 and held it in 1 quarter. The position peaked at $5.73M in Q3 2025. 1,436 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Westfield Capital Management reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Westfield Capital Management sold 32,189 Welltower shares in Q4 2025, an estimated $5.73M.
  • Westfield Capital Management first reported a position in Welltower in Q3 2025 and held it in 1 quarter.
  • Westfield Capital Management's Welltower position peaked at $5.73M in Q3 2025.
  • 1,436 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

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