EWM
WELL icon

Echo Wealth Management’s Welltower WELL Stock Holding History

Echo Wealth Management’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
-2,000
Closed -$252K – 52
2024
Q4 		$252K Hold
2,000
– – 0.17% 42
2024
Q3 		$249K Hold
2,000
– – 0.17% 42
2024
Q2 		$209K Buy
+2,000
New +$196K 0.16% 44

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

Echo Wealth Management's WELL Position: Q1 2025 in Review

Echo Wealth Management sold out of Welltower (WELL) in Q1 2025, closing a stake of 2,000 shares — an estimated $252K sold.

Echo Wealth Management first reported a position in WELL in Q2 2024 and held it in 3 quarters. The position peaked at $252K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Echo Wealth Management reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
  • Echo Wealth Management sold 2,000 Welltower shares in Q1 2025, an estimated $252K.
  • Echo Wealth Management first reported a position in Welltower in Q2 2024 and held it in 3 quarters.
  • Echo Wealth Management's Welltower position peaked at $252K in Q4 2024.
  • 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Echo Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.