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ABN AMRO Investment Solutions’s Welltower WELL Stock Holding History

ABN AMRO Investment Solutions’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
2026
Q1 		$16.8M Buy
84,975
+4,355
+5% +$861K 0.22% 90
2025
Q4 		$15M Buy
80,620
+26,106
+48% +$4.88M 0.22% 90
2025
Q3 		$9.71M Buy
54,514
+44,187
+428% +$7.26M 0.2% 92
2025
Q2 		$1.59M Sell
10,327
-973
-9% -$145K 0.03% 266
2025
Q1 		$1.73M Buy
11,300
+2,218
+24% +$316K 0.04% 256
2024
Q4 		$1.14M Buy
9,082
+1,804
+25% +$237K 0.02% 294
2024
Q3 		$932K Buy
7,278
+1,362
+23% +$159K 0.02% 316
2024
Q2 		$617K Buy
5,916
+3,736
+171% +$366K 0.01% 361
2024
Q1 		$204K Buy
+2,180
New +$197K ﹤0.01% 427

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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