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Foster Dykema Cabot & Partners’s Welltower WELL Stock Holding History

Foster Dykema Cabot & Partners’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
-6
Closed -$756 – 383
2024
Q4 		$756 Hold
6
– – ﹤0.01% 364
2024
Q3 		$768 Buy
+6
New +$700 ﹤0.01% 479

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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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

Foster Dykema Cabot & Partners's WELL Position: Q1 2025 in Review

Foster Dykema Cabot & Partners sold out of Welltower (WELL) in Q1 2025, closing a stake of 6 shares — an estimated $756 sold.

Foster Dykema Cabot & Partners first reported a position in WELL in Q3 2024 and held it in 2 quarters. The position peaked at $768 in Q3 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Foster Dykema Cabot & Partners reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 6 Welltower shares in Q1 2025, an estimated $756.
  • Foster Dykema Cabot & Partners first reported a position in Welltower in Q3 2024 and held it in 2 quarters.
  • Foster Dykema Cabot & Partners's Welltower position peaked at $768 in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2025, filed 9 May 2025.