Human Investing’s Welltower WELL Stock Holding History

Human Investing’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	-16	Closed	-$2.02K	–	311
2024 Q4	$2.02K	Buy	+16	New	+$2.1K	﹤0.01%	264

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

Human Investing's WELL Position: Q1 2025 in Review

Human Investing sold out of Welltower (WELL) in Q1 2025, closing a stake of 16 shares — an estimated $2.02K sold.

Human Investing first reported a position in WELL in Q4 2024 and held it in 1 quarter. The position peaked at $2.02K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Human Investing reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
Human Investing sold 16 Welltower shares in Q1 2025, an estimated $2.02K.
Human Investing first reported a position in Welltower in Q4 2024 and held it in 1 quarter.
Human Investing's Welltower position peaked at $2.02K in Q4 2024.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Human Investing's 13F filing for Q1 2025, filed 15 May 2025.