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Kapitalo Investimentos’s Welltower WELL Stock Holding History

Kapitalo Investimentos’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
-3,077
Closed -$388K – 323
2024
Q4 		$388K Buy
+3,077
New +$404K 0.26% 32
2024
Q2 		– Sell
-3,439
Closed -$321K – 314
2024
Q1 		$321K Sell
3,439
-566
-14% -$51.2K 0.07% 159
2023
Q4 		$361K Buy
+4,005
New +$347K 0.07% 152
2023
Q3 		– Sell
-1,567
Closed -$128K – 696
2023
Q2 		$128K Buy
+1,567
New +$121K 0.02% 316

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kapitalo Investimentos's WELL Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Welltower (WELL) in Q1 2025, closing a stake of 3,077 shares — an estimated $388K sold.

Kapitalo Investimentos first reported a position in WELL in Q2 2023 and held it in 4 quarters. The position peaked at $388K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,077 Welltower shares in Q1 2025, an estimated $388K.
  • Kapitalo Investimentos first reported a position in Welltower in Q2 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Welltower position peaked at $388K in Q4 2024.
  • 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.