Capital A Wealth Management’s Welltower WELL Stock Holding History

Capital A 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
2025 Q2	–	Sell	-46	Closed	-$7.05K	–	839
2025 Q1	$7.05K	Buy	46 +2	+5%	+$285	0.01%	335
2024 Q4	$5.54K	Buy	+44	New	+$5.78K	0.01%	361

Other funds holding WELL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital A Wealth Management's WELL Position: Q2 2025 in Review

Capital A Wealth Management sold out of Welltower (WELL) in Q2 2025, closing a stake of 46 shares — an estimated $7.05K sold.

Capital A Wealth Management first reported a position in WELL in Q4 2024 and held it in 2 quarters. The position peaked at $7.05K in Q1 2025. 1,262 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Capital A Wealth Management reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 46 Welltower shares in Q2 2025, an estimated $7.05K.
Capital A Wealth Management first reported a position in Welltower in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Welltower position peaked at $7.05K in Q1 2025.
1,262 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.