Dean Investment Associates’s Welltower WELL Stock Holding History

Dean Investment Associates’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	-26,448	Closed	-$3.39M	–	229
2024 Q3	$3.39M	Sell	26,448 -864	-3%	-$101K	0.46%	92
2024 Q2	$2.85M	Buy	27,312 +4,634	+20%	+$454K	0.4%	107
2024 Q1	$2.12M	Buy	22,678 +106	+0.5%	+$9.6K	0.29%	141
2023 Q4	$2.04M	Sell	22,572 -679	-3%	-$58.9K	0.29%	145
2023 Q3	$1.9M	Buy	23,251 +5,279	+29%	+$434K	0.31%	127
2023 Q2	$1.45M	Sell	17,972 -496	-3%	-$38.2K	0.24%	157
2023 Q1	$1.32M	Buy	18,468 +3,014	+20%	+$219K	0.21%	163
2022 Q4	$1.01M	Buy	+15,454	New	+$994K	0.17%	179

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

Dean Investment Associates's WELL Position: Q4 2024 in Review

Dean Investment Associates sold out of Welltower (WELL) in Q4 2024, closing a stake of 26,448 shares — an estimated $3.39M sold.

Dean Investment Associates first reported a position in WELL in Q4 2022 and held it in 8 quarters. The position peaked at $3.39M in Q3 2024. 1,125 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

Dean Investment Associates reported no remaining Welltower position as of Q4 2024 after selling out during the quarter.
Dean Investment Associates sold 26,448 Welltower shares in Q4 2024, an estimated $3.39M.
Dean Investment Associates first reported a position in Welltower in Q4 2022 and held it in 8 quarters.
Dean Investment Associates's Welltower position peaked at $3.39M in Q3 2024.
1,125 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on Dean Investment Associates's 13F filing for Q4 2024, filed 13 Feb 2025.