Whalen Wealth Management’s Welltower WELL Stock Holding History

Whalen Wealth 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	-1,149	Closed	-$205K	–	247
2025 Q3	$205K	Buy	+1,149	New	+$189K	0.12%	169

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 $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Whalen Wealth Management's WELL Position: Q4 2025 in Review

Whalen Wealth Management sold out of Welltower (WELL) in Q4 2025, closing a stake of 1,149 shares — an estimated $205K sold.

Whalen Wealth Management first reported a position in WELL in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 1,431 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Whalen Wealth Management reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Whalen Wealth Management sold 1,149 Welltower shares in Q4 2025, an estimated $205K.
Whalen Wealth Management first reported a position in Welltower in Q3 2025 and held it in 1 quarter.
Whalen Wealth Management's Welltower position peaked at $205K in Q3 2025.
1,431 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.