Claris Advisors’s Welltower WELL Stock Holding History

Claris Advisors’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	–	Sell	-307	Closed	-$39.3K	–	1157
2024 Q3	$39.3K	Buy	+307	New	+$35.8K	0.02%	140

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Claris Advisors's WELL Position: Q4 2024 in Review

Claris Advisors sold out of Welltower (WELL) in Q4 2024, closing a stake of 307 shares — an estimated $39.3K sold.

Claris Advisors first reported a position in WELL in Q3 2024 and held it in 1 quarter. The position peaked at $39.3K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

Claris Advisors reported no remaining Welltower position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 307 Welltower shares in Q4 2024, an estimated $39.3K.
Claris Advisors first reported a position in Welltower in Q3 2024 and held it in 1 quarter.
Claris Advisors's Welltower position peaked at $39.3K in Q3 2024.
1,125 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.