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Graypoint LLC’s Welltower WELL Stock Holding History

Graypoint LLC’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 		$570K Buy
3,710
+175
+5% +$26.2K 0.03% 308
2025
Q1 		$542K Buy
3,535
+108
+3% +$15.4K 0.03% 295
2024
Q4 		$432K Buy
3,427
+84
+3% +$11K 0.03% 341
2024
Q3 		$428K Buy
3,343
+336
+11% +$39.2K 0.03% 335
2024
Q2 		$313K Buy
3,007
+320
+12% +$31.4K 0.02% 374
2024
Q1 		$251K Buy
2,687
+122
+5% +$11K 0.02% 405
2023
Q4 		$231K Buy
+2,565
New +$223K 0.02% 401

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
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
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

Graypoint LLC's WELL Position: Q2 2025 in Review

Graypoint LLC increased its Welltower (WELL) stake by 5% in Q2 2025, buying an estimated $26.2K and bringing the position to 3,710 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #308.

Graypoint LLC first reported a position in WELL in Q4 2023 and has held it in 7 quarters since. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Graypoint LLC held 3,710 shares of Welltower worth $570K as of Q2 2025.
  • Graypoint LLC bought 175 Welltower shares in Q2 2025, an estimated $26.2K.
  • Welltower made up 0.03% of Graypoint LLC's portfolio in Q2 2025, its #308 holding.
  • Graypoint LLC first reported a position in Welltower in Q4 2023 and has held it in 7 quarters since.
  • 1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.