Iron Horse Wealth Management’s Welltower WELL Stock Holding History

Iron Horse 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	$67.6K	Buy	+440	New	+$65.8K	0.02%	120

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

Iron Horse Wealth Management's WELL Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in Welltower (WELL) in Q2 2025: 440 shares worth $67.6K. The stake represents 0.02% of the portfolio and ranks #120 among its holdings.

1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Iron Horse Wealth Management held 440 shares of Welltower worth $67.6K as of Q2 2025.
Welltower was a new Iron Horse Wealth Management position in Q2 2025.
Welltower made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #120 holding.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.