Greenup Street Wealth Management’s Welltower WELL Stock Holding History

Greenup Street Wealth Management’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	-3,366	Closed	-$516K	–	105
2025 Q1	$516K	Sell	3,366 -3,237	-49%	-$461K	0.1%	73
2024 Q4	$832K	Buy	6,603 +4	+0.1%	+$525	0.17%	61
2024 Q3	$845K	Buy	6,599 +26	+0.4%	+$3.03K	0.17%	58
2024 Q2	$685K	Buy	6,573 +3	+0%	+$294	0.16%	56
2024 Q1	$614K	Hold	6,570	–	–	0.15%	61
2023 Q4	$592K	Hold	6,570	–	–	0.16%	61
2023 Q3	$538K	Hold	6,570	–	–	0.18%	62
2023 Q2	$531K	Hold	6,570	–	–	0.15%	76
2023 Q1	$471K	Hold	6,570	–	–	0.17%	62
2022 Q4	$431K	Hold	6,570	–	–	0.18%	70
2022 Q3	$423K	Hold	6,570	–	–	0.19%	64
2022 Q2	$541K	Hold	6,570	–	–	0.25%	57
2022 Q1	$632K	Hold	6,570	–	–	0.35%	55
2021 Q4	$564K	Buy	+6,570	New	+$548K	0.33%	56

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

Greenup Street Wealth Management's WELL Position: Q2 2025 in Review

Greenup Street Wealth Management sold out of Welltower (WELL) in Q2 2025, closing a stake of 3,366 shares — an estimated $516K sold.

Greenup Street Wealth Management first reported a position in WELL in Q4 2021 and held it in 14 quarters. The position peaked at $845K in Q3 2024. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Greenup Street Wealth Management reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
Greenup Street Wealth Management sold 3,366 Welltower shares in Q2 2025, an estimated $516K.
Greenup Street Wealth Management first reported a position in Welltower in Q4 2021 and held it in 14 quarters.
Greenup Street Wealth Management's Welltower position peaked at $845K in Q3 2024.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Greenup Street Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.