Impact Asset Management’s Welltower WELL Stock Holding History

Impact Asset 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 Q1	$5.77M	Buy	+37,630	New	+$5.36M	2.26%	18

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

Impact Asset Management's WELL Position: Q1 2025 in Review

Impact Asset Management opened a new position in Welltower (WELL) in Q1 2025: 37,630 shares worth $5.77M. The stake represents 2.26% of the portfolio and ranks #18 among its holdings.

1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Impact Asset Management held 37,630 shares of Welltower worth $5.77M as of Q1 2025.
Welltower was a new Impact Asset Management position in Q1 2025.
Welltower made up 2.26% of Impact Asset Management's portfolio in Q1 2025, its #18 holding.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.