Angeles Investment Advisors’s Welltower WELL Stock Holding History

Angeles Investment Advisors’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 Q1	–	Sell	-1,802	Closed	-$227K	–	194
2024 Q4	$227K	Buy	1,802 +4	+0.2%	+$525	0.01%	172
2024 Q3	$230K	Buy	+1,798	New	+$210K	0.01%	194
2024 Q2	–	Sell	-2,394	Closed	-$224K	–	245
2024 Q1	$224K	Buy	2,394 +72	+3%	+$6.52K	0.01%	198
2023 Q4	$209K	Buy	+2,322	New	+$201K	0.01%	182
2023 Q3	–	Sell	-2,670	Closed	-$216K	–	220
2023 Q2	$216K	Buy	+2,670	New	+$206K	0.02%	144

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Angeles Investment Advisors's WELL Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Welltower (WELL) in Q1 2025, closing a stake of 1,802 shares — an estimated $227K sold.

Angeles Investment Advisors first reported a position in WELL in Q2 2023 and held it in 5 quarters. The position peaked at $230K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Angeles Investment Advisors reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
Angeles Investment Advisors sold 1,802 Welltower shares in Q1 2025, an estimated $227K.
Angeles Investment Advisors first reported a position in Welltower in Q2 2023 and held it in 5 quarters.
Angeles Investment Advisors's Welltower position peaked at $230K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.