FAIM
WELL icon

Financial Advocates Investment Management’s Welltower WELL Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-2,319
Closed -$355K – 784
2025
Q1 		$355K Sell
2,319
-713
-24% -$102K 0.02% 517
2024
Q4 		$382K Buy
3,032
+276
+10% +$36.2K 0.02% 537
2024
Q3 		$353K Sell
2,756
-132
-5% -$15.4K 0.02% 559
2024
Q2 		$301K Sell
2,888
-18
-0.6% -$1.76K 0.02% 575
2024
Q1 		$272K Buy
2,906
+12
+0.4% +$1.09K 0.02% 623
2023
Q4 		$261K Buy
2,894
+13
+0.5% +$1.13K 0.02% 604
2023
Q3 		$236K Buy
2,881
+47
+2% +$3.87K 0.02% 600
2023
Q2 		$229K Buy
+2,834
New +$218K 0.02% 603
2022
Q4 		– Sell
-3,436
Closed -$221K – 880
2022
Q3 		$221K Buy
3,436
+910
+36% +$71.1K 0.02% 638
2022
Q2 		$208K Sell
2,526
-556
-18% -$49.5K 0.02% 613
2022
Q1 		$296K Buy
3,082
+501
+19% +$43.5K 0.02% 582
2021
Q4 		$218K Sell
2,581
-416
-14% -$34.7K 0.01% 709
2021
Q3 		$247K Buy
2,997
+271
+10% +$23.3K 0.02% 650
2021
Q2 		$226K Buy
+2,726
New +$209K 0.02% 672
2019
Q4 		– Sell
-2,255
Closed -$205K – 537
2019
Q3 		$205K Buy
+2,255
New +$196K 0.02% 459
2018
Q2 		– Sell
-4,574
Closed -$249K – 513
2018
Q1 		$249K Buy
4,574
+1,335
+41% +$75.4K 0.03% 407
2017
Q4 		$207K Buy
+3,239
New +$217K 0.03% 455

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Financial Advocates Investment Management's WELL Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Welltower (WELL) in Q2 2025, closing a stake of 2,319 shares — an estimated $355K sold.

Financial Advocates Investment Management first reported a position in WELL in Q4 2017 and held it in 17 quarters. The position peaked at $382K in Q4 2024. 1,263 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,319 Welltower shares in Q2 2025, an estimated $355K.
  • Financial Advocates Investment Management first reported a position in Welltower in Q4 2017 and held it in 17 quarters.
  • Financial Advocates Investment Management's Welltower position peaked at $382K in Q4 2024.
  • 1,263 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.