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Advisor Resource Council’s Welltower WELL Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-1,787
Closed -$235K – 601
2025
Q1 		$235K Buy
+1,787
New +$255K 0.02% 522
2024
Q1 		– Sell
-2,229
Closed -$201K – 536
2023
Q4 		$201K Buy
+2,229
New +$193K 0.02% 457
2022
Q3 		– Sell
-2,533
Closed -$208K – 514
2022
Q2 		$208K Buy
+2,533
New +$225K 0.02% 472
2022
Q1 		– Sell
-2,548
Closed -$218K – 562
2021
Q4 		$218K Buy
+2,548
New +$212K 0.02% 535

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Resource Council's WELL Position: Q2 2025 in Review

Advisor Resource Council sold out of Welltower (WELL) in Q2 2025, closing a stake of 1,787 shares — an estimated $235K sold.

Advisor Resource Council first reported a position in WELL in Q4 2021 and held it in 4 quarters. The position peaked at $235K in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Advisor Resource Council reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 1,787 Welltower shares in Q2 2025, an estimated $235K.
  • Advisor Resource Council first reported a position in Welltower in Q4 2021 and held it in 4 quarters.
  • Advisor Resource Council's Welltower position peaked at $235K in Q1 2025.
  • 1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.