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Geller Advisors’s Welltower WELL Stock Holding History

Geller Advisors’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
2024
Q4 		$241K Buy
1,911
+69
+4% +$9.06K 0.02% 229
2024
Q3 		$236K Buy
+1,842
New +$215K 0.02% 234
2023
Q3 		– Sell
-2,491
Closed -$201K – 270
2023
Q2 		$201K Buy
+2,491
New +$192K 0.03% 247

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Geller Advisors's WELL Position: Q4 2024 in Review

Geller Advisors increased its Welltower (WELL) stake by 3.7% in Q4 2024, buying an estimated $9.06K and bringing the position to 1,911 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #229.

Geller Advisors first reported a position in WELL in Q2 2023 and has held it in 3 quarters since. 1,125 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

  • Geller Advisors held 1,911 shares of Welltower worth $241K as of Q4 2024.
  • Geller Advisors bought 69 Welltower shares in Q4 2024, an estimated $9.06K.
  • Welltower made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #229 holding.
  • Geller Advisors first reported a position in Welltower in Q2 2023 and has held it in 3 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.