Concord Wealth Partners’s Welltower WELL Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-117	Closed	-$14.8K	–	984
2024 Q4	$14.8K	Hold	117	–	–	﹤0.01%	491
2024 Q3	$14.9K	Sell	117 -31	-21%	-$3.62K	﹤0.01%	512
2024 Q2	$15.4K	Buy	148 +8	+6%	+$784	﹤0.01%	465
2024 Q1	$13.1K	Hold	140	–	–	﹤0.01%	543
2023 Q4	$12.6K	Buy	140 +1	+0.7%	+$87	﹤0.01%	543
2023 Q3	$11.4K	Buy	139 +1	+0.7%	+$82	﹤0.01%	598
2023 Q2	$11.2K	Buy	138 +1	+0.7%	+$77	﹤0.01%	588
2023 Q1	$9.82K	Buy	+137	New	+$9.94K	﹤0.01%	596
2022 Q2	–	Sell	-8	Closed	-$1K	–	1394
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	1263
2021 Q4	$1K	Buy	+8	New	+$667	﹤0.01%	1276
2021 Q3	–	Sell	-38	Closed	-$3K	–	1044
2021 Q2	$3K	Sell	38 -282	-88%	-$21.6K	﹤0.01%	847
2021 Q1	$23K	Sell	320 -34	-10%	-$2.28K	0.01%	461
2020 Q4	$23K	Buy	+354	New	+$21.5K	0.02%	298

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

Concord Wealth Partners's WELL Position: Q1 2025 in Review

Concord Wealth Partners sold out of Welltower (WELL) in Q1 2025, closing a stake of 117 shares — an estimated $14.8K sold.

Concord Wealth Partners first reported a position in WELL in Q4 2020 and held it in 13 quarters. The position peaked at $23K in Q1 2021. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Concord Wealth Partners reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 117 Welltower shares in Q1 2025, an estimated $14.8K.
Concord Wealth Partners first reported a position in Welltower in Q4 2020 and held it in 13 quarters.
Concord Wealth Partners's Welltower position peaked at $23K in Q1 2021.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.