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Eagle Bay Advisors’s Welltower WELL Stock Holding History

Eagle Bay 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
2025
Q1 		– Sell
-34
Closed -$4.29K – 945
2024
Q4 		$4.29K Hold
34
– – ﹤0.01% 735
2024
Q3 		$4.35K Hold
34
– – ﹤0.01% 1052
2024
Q2 		$3.54K Buy
+34
New +$3.33K ﹤0.01% 784
2023
Q3 		– Sell
-15
Closed -$1.21K – 881
2023
Q2 		$1.21K Hold
15
– – ﹤0.01% 795
2023
Q1 		$1.07K Hold
15
– – ﹤0.01% 811
2022
Q4 		$983 Hold
15
– – ﹤0.01% 827
2022
Q3 		$1K Hold
15
– – ﹤0.01% 881
2022
Q2 		$1.24K Buy
+15
New +$1.33K ﹤0.01% 888
2021
Q4 		– Sell
-33
Closed -$3K – 1307
2021
Q3 		$3K Sell
33
-137
-81% -$11.8K ﹤0.01% 911
2021
Q2 		$15K Buy
+170
New +$13K 0.01% 610

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

Eagle Bay Advisors's WELL Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Welltower (WELL) in Q1 2025, closing a stake of 34 shares — an estimated $4.29K sold.

Eagle Bay Advisors first reported a position in WELL in Q2 2021 and held it in 10 quarters. The position peaked at $15K in Q2 2021. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 34 Welltower shares in Q1 2025, an estimated $4.29K.
  • Eagle Bay Advisors first reported a position in Welltower in Q2 2021 and held it in 10 quarters.
  • Eagle Bay Advisors's Welltower position peaked at $15K in Q2 2021.
  • 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.