WLG
WELL icon

Williamson Legacy Group’s Welltower WELL Stock Holding History

Williamson Legacy Group’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
-9,885
Closed -$1.52M – 139
2025
Q2 		$1.52M Buy
9,885
+1,306
+15% +$195K 1.28% 27
2025
Q1 		$1.31M Buy
8,579
+2,147
+33% +$306K 1.25% 27
2024
Q4 		$811K Buy
+6,432
New +$844K 0.54% 63

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Williamson Legacy Group's WELL Position: Q3 2025 in Review

Williamson Legacy Group sold out of Welltower (WELL) in Q3 2025, closing a stake of 9,885 shares — an estimated $1.52M sold.

Williamson Legacy Group first reported a position in WELL in Q4 2024 and held it in 3 quarters. The position peaked at $1.52M in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Williamson Legacy Group reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 9,885 Welltower shares in Q3 2025, an estimated $1.52M.
  • Williamson Legacy Group first reported a position in Welltower in Q4 2024 and held it in 3 quarters.
  • Williamson Legacy Group's Welltower position peaked at $1.52M in Q2 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.