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Coppell Advisory Solutions’s Welltower WELL Stock Holding History

Coppell Advisory Solutions’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
-46
Closed -$5.75K – 1867
2024
Q4 		$5.75K Buy
+46
New +$6.04K ﹤0.01% 1286
2024
Q3 		– Sell
-108
Closed -$11.3K – 1972
2024
Q2 		$11.3K Buy
+108
New +$10.6K ﹤0.01% 971
2023
Q4 		– Sell
-300
Closed -$19.7K – 1876
2023
Q3 		$19.7K Hold
300
– – 0.01% 500
2023
Q2 		$24.1K Buy
+300
New +$23.1K 0.01% 522
2023
Q1 		– Sell
-300
Closed -$19.7K – 1084
2022
Q4 		$19.7K Buy
+300
New +$19.3K 0.01% 505

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
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
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

Coppell Advisory Solutions's WELL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Welltower (WELL) in Q1 2025, closing a stake of 46 shares — an estimated $5.75K sold.

Coppell Advisory Solutions first reported a position in WELL in Q4 2022 and held it in 5 quarters. The position peaked at $24.1K in Q2 2023. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 46 Welltower shares in Q1 2025, an estimated $5.75K.
  • Coppell Advisory Solutions first reported a position in Welltower in Q4 2022 and held it in 5 quarters.
  • Coppell Advisory Solutions's Welltower position peaked at $24.1K in Q2 2023.
  • 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.