Global Financial Private Client’s Welltower WELL Stock Holding History

Global Financial Private Client’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	-47	Closed	-$7.2K	–	1588
2025 Q1	$7.2K	Hold	47	–	–	﹤0.01%	638
2024 Q4	$5.92K	Hold	47	–	–	﹤0.01%	625
2024 Q3	$6.02K	Buy	47 +41	+683%	+$4.78K	﹤0.01%	620
2024 Q2	$626	Hold	6	–	–	﹤0.01%	643
2024 Q1	$552	Hold	6	–	–	﹤0.01%	672
2023 Q4	$541	Hold	6	–	–	﹤0.01%	660
2023 Q3	$490	Hold	6	–	–	﹤0.01%	648
2023 Q2	$489	Hold	6	–	–	﹤0.01%	648
2023 Q1	$430	Hold	6	–	–	﹤0.01%	658
2022 Q4	$393	Hold	6	–	–	﹤0.01%	653
2022 Q3	$392	Hold	6	–	–	﹤0.01%	625
2022 Q2	$499	Hold	6	–	–	﹤0.01%	612
2022 Q1	$587	Hold	6	–	–	﹤0.01%	618
2021 Q4	$515	Hold	6	–	–	﹤0.01%	618
2021 Q3	$503	Hold	6	–	–	﹤0.01%	576
2021 Q2	$502	Hold	6	–	–	﹤0.01%	582
2021 Q1	$440	Hold	6	–	–	﹤0.01%	556
2020 Q4	$388	Buy	+6	New	+$364	﹤0.01%	542
2020 Q3	–	Sell	-162	Closed	-$8.69K	–	522
2020 Q2	$8.69K	Sell	162 -873	-84%	-$42.9K	0.01%	344
2020 Q1	$42K	Buy	1,035 +86	+9%	+$6.34K	0.04%	225
2019 Q4	$77.6K	Buy	+949	New	+$81.3K	0.07%	193

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

Global Financial Private Client's WELL Position: Q2 2025 in Review

Global Financial Private Client sold out of Welltower (WELL) in Q2 2025, closing a stake of 47 shares — an estimated $7.2K sold.

Global Financial Private Client first reported a position in WELL in Q4 2019 and held it in 21 quarters. The position peaked at $77.6K in Q4 2019. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Global Financial Private Client reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 47 Welltower shares in Q2 2025, an estimated $7.2K.
Global Financial Private Client first reported a position in Welltower in Q4 2019 and held it in 21 quarters.
Global Financial Private Client's Welltower position peaked at $77.6K in Q4 2019.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.