Heck Capital Advisors’s Welltower WELL Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-5	Closed	-$630	–	791
2024 Q4	$630	Buy	+5	New	+$656	﹤0.01%	741

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heck Capital Advisors's WELL Position: Q1 2025 in Review

Heck Capital Advisors sold out of Welltower (WELL) in Q1 2025, closing a stake of 5 shares — an estimated $630 sold.

Heck Capital Advisors first reported a position in WELL in Q4 2024 and held it in 1 quarter. The position peaked at $630 in Q4 2024. 1,236 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Heck Capital Advisors reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 5 Welltower shares in Q1 2025, an estimated $630.
Heck Capital Advisors first reported a position in Welltower in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Welltower position peaked at $630 in Q4 2024.
1,236 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.