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Cassady Schiller Wealth Management’s Welltower WELL Stock Holding History

Cassady Schiller 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 		$3.15K Buy
+25
New +$3.28K ﹤0.01% 496
2022
Q1 		– Sell
-14
Closed -$1K – 602
2021
Q4 		$1K Buy
+14
New +$1.17K ﹤0.01% 528

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cassady Schiller Wealth Management's WELL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Welltower (WELL) in Q4 2024: 25 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in WELL as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in WELL in Q4 2021 and has held it in 2 quarters since. 1,125 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

  • Cassady Schiller Wealth Management held 25 shares of Welltower worth $3.15K as of Q4 2024.
  • Welltower was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Welltower made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #496 holding.
  • Cassady Schiller Wealth Management first reported a position in Welltower in Q4 2021 and has held it in 2 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.