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Wood Tarver Financial Group’s Welltower WELL Stock Holding History

Wood Tarver Financial 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
-435
Closed -$66K – 651
2025
Q2 		$66K Buy
435
+2
+0.5% +$299 0.02% 266
2025
Q1 		$66.4K Buy
433
+1
+0.2% +$142 0.02% 246
2024
Q4 		$54K Buy
+432
New +$56.7K 0.02% 257

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

Wood Tarver Financial Group's WELL Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Welltower (WELL) in Q3 2025, closing a stake of 435 shares — an estimated $66K sold.

Wood Tarver Financial Group first reported a position in WELL in Q4 2024 and held it in 3 quarters. The position peaked at $66.4K in Q1 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 435 Welltower shares in Q3 2025, an estimated $66K.
  • Wood Tarver Financial Group first reported a position in Welltower in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Welltower position peaked at $66.4K in Q1 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.