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BOK Financial Private Wealth’s Welltower WELL Stock Holding History

BOK Financial Private Wealth’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
-13
Closed -$1.64K – 675
2024
Q4 		$1.64K Buy
+13
New +$1.71K ﹤0.01% 459

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

BOK Financial Private Wealth's WELL Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Welltower (WELL) in Q1 2025, closing a stake of 13 shares — an estimated $1.64K sold.

BOK Financial Private Wealth first reported a position in WELL in Q4 2024 and held it in 1 quarter. The position peaked at $1.64K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 13 Welltower shares in Q1 2025, an estimated $1.64K.
  • BOK Financial Private Wealth first reported a position in Welltower in Q4 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's Welltower position peaked at $1.64K in Q4 2024.
  • 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.