FPC Investment Advisory’s Welltower WELL Stock Holding History

FPC Investment Advisory’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	-75	Closed	-$10.2K	–	271
2024 Q4	$10.2K	Buy	+75	New	+$9.85K	0.01%	163

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

FPC Investment Advisory's WELL Position: Q1 2025 in Review

FPC Investment Advisory sold out of Welltower (WELL) in Q1 2025, closing a stake of 75 shares — an estimated $10.2K sold.

FPC Investment Advisory first reported a position in WELL in Q4 2024 and held it in 1 quarter. The position peaked at $10.2K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

FPC Investment Advisory reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
FPC Investment Advisory sold 75 Welltower shares in Q1 2025, an estimated $10.2K.
FPC Investment Advisory first reported a position in Welltower in Q4 2024 and held it in 1 quarter.
FPC Investment Advisory's Welltower position peaked at $10.2K in Q4 2024.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.