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Carolinas Wealth Consulting’s Welltower WELL Stock Holding History

Carolinas Wealth Consulting’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
-34
Closed -$5.21K – 964
2025
Q1 		$5.21K Sell
34
-7
-17% -$997 ﹤0.01% 600
2024
Q4 		$5.17K Buy
41
+2
+5% +$263 ﹤0.01% 629
2024
Q3 		$4.99K Buy
39
+5
+15% +$583 ﹤0.01% 662
2024
Q2 		$3.54K Hold
34
– – ﹤0.01% 704
2024
Q1 		$3.18K Buy
34
+5
+17% +$453 ﹤0.01% 716
2023
Q4 		$2.62K Hold
29
– – ﹤0.01% 712
2023
Q3 		$2.42K Hold
29
– – ﹤0.01% 721
2023
Q2 		$2.35K Hold
29
– – ﹤0.01% 789
2023
Q1 		$2.08K Buy
29
+7
+32% +$508 ﹤0.01% 808
2022
Q4 		$1.44K Buy
22
+12
+120% +$771 ﹤0.01% 850
2022
Q3 		$1K Sell
10
-2
-17% -$156 ﹤0.01% 868
2022
Q2 		$1K Hold
12
– – ﹤0.01% 873
2022
Q1 		$1K Sell
12
-334
-97% -$29K ﹤0.01% 898
2021
Q4 		$30K Buy
346
+13
+4% +$1.08K 0.01% 431
2021
Q3 		$27K Buy
333
+3
+0.9% +$258 0.01% 427
2021
Q2 		$27K Sell
330
-709
-68% -$54.3K 0.01% 454
2021
Q1 		$74K Buy
1,039
+9
+0.9% +$604 0.02% 298
2020
Q4 		$67K Buy
1,030
+107
+12% +$6.49K 0.02% 291
2020
Q3 		$51K Sell
923
-235
-20% -$12.9K 0.02% 283
2020
Q2 		$60K Buy
+1,158
New +$56.9K 0.02% 184

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's WELL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Welltower (WELL) in Q2 2025, closing a stake of 34 shares — an estimated $5.21K sold.

Carolinas Wealth Consulting first reported a position in WELL in Q2 2020 and held it in 20 quarters. The position peaked at $74K in Q1 2021. 1,262 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 34 Welltower shares in Q2 2025, an estimated $5.21K.
  • Carolinas Wealth Consulting first reported a position in Welltower in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Welltower position peaked at $74K in Q1 2021.
  • 1,262 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.