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Cypress Capital Group’s Welltower WELL Stock Holding History

Cypress Capital Group’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
-3,887
Closed -$490K – 264
2024
Q4 		$490K Sell
3,887
-726
-16% -$95.3K 0.06% 181
2024
Q3 		$591K Sell
4,613
-26
-0.6% -$3.03K 0.07% 209
2024
Q2 		$484K Sell
4,639
-197
-4% -$19.3K 0.06% 212
2024
Q1 		$452K Buy
4,836
+240
+5% +$21.7K 0.05% 223
2023
Q4 		$414K Buy
4,596
+425
+10% +$36.9K 0.05% 231
2023
Q3 		$342K Buy
4,171
+484
+13% +$39.8K 0.05% 244
2023
Q2 		$298K Hold
3,687
– – 0.04% 260
2023
Q1 		$264K Buy
3,687
+225
+6% +$16.3K 0.04% 259
2022
Q4 		$227K Buy
+3,462
New +$223K 0.03% 277
2022
Q2 		– Sell
-4,717
Closed -$453K – 312
2022
Q1 		$453K Buy
4,717
+467
+11% +$40.6K 0.06% 225
2021
Q4 		$365K Buy
+4,250
New +$354K 0.05% 238
2020
Q1 		– Sell
-15,180
Closed -$1.24M – 241
2019
Q4 		$1.24M Sell
15,180
-770
-5% -$65.9K 0.22% 103
2019
Q3 		$1.45M Buy
15,950
+890
+6% +$77.4K 0.28% 91
2019
Q2 		$1.23M Buy
15,060
+31
+0.2% +$2.44K 0.24% 97
2019
Q1 		$1.17M Buy
+15,029
New +$1.13M 0.24% 102

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

Cypress Capital Group's WELL Position: Q1 2025 in Review

Cypress Capital Group sold out of Welltower (WELL) in Q1 2025, closing a stake of 3,887 shares — an estimated $490K sold.

Cypress Capital Group first reported a position in WELL in Q1 2019 and held it in 15 quarters. The position peaked at $1.45M in Q3 2019. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Cypress Capital Group reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
  • Cypress Capital Group sold 3,887 Welltower shares in Q1 2025, an estimated $490K.
  • Cypress Capital Group first reported a position in Welltower in Q1 2019 and held it in 15 quarters.
  • Cypress Capital Group's Welltower position peaked at $1.45M in Q3 2019.
  • 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Cypress Capital Group's 13F filing for Q1 2025, filed 12 May 2025.