Avitas Wealth Management’s Welltower WELL Stock Holding History

Avitas Wealth Management’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
2024 Q4	$3.06M	Buy	24,294 +134	+0.6%	+$17.6K	0.42%	57
2024 Q3	$3.09M	Buy	24,160 +340	+1%	+$39.7K	0.43%	60
2024 Q2	$2.48M	Buy	23,820 +65	+0.3%	+$6.37K	0.36%	70
2024 Q1	$2.22M	Buy	23,755 +281	+1%	+$25.4K	0.34%	79
2023 Q4	$2.12M	Buy	23,474 +760	+3%	+$65.9K	0.35%	83
2023 Q3	$1.86M	Sell	22,714 -185	-0.8%	-$15.2K	0.35%	83
2023 Q2	$1.85M	Buy	22,899 +152	+0.7%	+$11.7K	0.34%	87
2023 Q1	$1.63M	Sell	22,747 -233	-1%	-$16.9K	0.32%	90
2022 Q4	$1.51M	Buy	+22,980	New	+$1.48M	0.32%	87

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Avitas Wealth Management's WELL Position: Q4 2024 in Review

Avitas Wealth Management increased its Welltower (WELL) stake by 0.55% in Q4 2024, buying an estimated $17.6K and bringing the position to 24,294 shares worth $3.06M. The position accounts for 0.42% of the portfolio, ranked #57.

Avitas Wealth Management first reported a position in WELL in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.09M in Q3 2024. 1,125 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

Avitas Wealth Management held 24,294 shares of Welltower worth $3.06M as of Q4 2024.
Avitas Wealth Management bought 134 Welltower shares in Q4 2024, an estimated $17.6K.
Welltower made up 0.42% of Avitas Wealth Management's portfolio in Q4 2024, its #57 holding.
Avitas Wealth Management first reported a position in Welltower in Q4 2022 and has held it in 9 quarters since.
Avitas Wealth Management's Welltower position peaked at $3.09M in Q3 2024.
1,125 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.