Financial Gravity Companies’s Welltower WELL Stock Holding History

Financial Gravity Companies’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	$769	Buy	+5	New	+$747	﹤0.01%	823
2024 Q4	$630	Hold	5	–	–	﹤0.01%	846
2024 Q3	$640	Buy	+5	New	+$583	﹤0.01%	567
2018 Q4	$8K	Buy	+99	New	+$6.74K	0.01%	639
2018 Q1	–	Sell	-281	Closed	-$17K	–	1668
2017 Q4	$17K	Buy	+281	New	+$18.9K	0.02%	505

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Financial Gravity Companies's WELL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Welltower (WELL) in Q2 2025: 5 shares worth $769. The stake represents ﹤0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WELL as recently as Q4 2024.

Financial Gravity Companies first reported a position in WELL in Q4 2017 and has held it in 5 quarters since. The position peaked at $17K in Q4 2017. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Financial Gravity Companies held 5 shares of Welltower worth $769 as of Q2 2025.
Welltower was a new Financial Gravity Companies position in Q2 2025.
Welltower made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #823 holding.
Financial Gravity Companies first reported a position in Welltower in Q4 2017 and has held it in 5 quarters since.
Financial Gravity Companies's Welltower position peaked at $17K in Q4 2017.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.