Cherry Tree Wealth Management’s Welltower WELL Stock Holding History

Cherry Tree 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	-250	Closed	-$38.3K	–	763
2025 Q1	$38.3K	Hold	250	–	–	0.01%	276
2024 Q4	$31.5K	Hold	250	–	–	0.01%	292
2024 Q3	$32K	Hold	250	–	–	0.01%	295
2024 Q2	$26.1K	Hold	250	–	–	0.01%	301
2024 Q1	$23.4K	Hold	250	–	–	0.01%	309
2023 Q4	$22.5K	Hold	250	–	–	0.01%	297
2023 Q3	$20.5K	Hold	250	–	–	0.01%	288
2023 Q2	$20.2K	Buy	+250	New	+$19.3K	0.01%	289

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

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

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

Cherry Tree Wealth Management's WELL Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Welltower (WELL) in Q2 2025, closing a stake of 250 shares — an estimated $38.3K sold.

Cherry Tree Wealth Management first reported a position in WELL in Q2 2023 and held it in 8 quarters. The position peaked at $38.3K in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Cherry Tree Wealth Management reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 250 Welltower shares in Q2 2025, an estimated $38.3K.
Cherry Tree Wealth Management first reported a position in Welltower in Q2 2023 and held it in 8 quarters.
Cherry Tree Wealth Management's Welltower position peaked at $38.3K in Q1 2025.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.