Lake Street Advisors Group’s Welltower WELL Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$534K	Sell	4,240 -53	-1%	-$6.96K	0.02%	321
2024 Q3	$550K	Buy	4,293 +236	+6%	+$27.5K	0.03%	314
2024 Q2	$423K	Buy	4,057 +122	+3%	+$12K	0.02%	358
2024 Q1	$368K	Buy	3,935 +89	+2%	+$8.06K	0.02%	406
2023 Q4	$347K	Buy	+3,846	New	+$334K	0.02%	403

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Lake Street Advisors Group's WELL Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Welltower (WELL) stake by 1.2% in Q4 2024, selling an estimated $6.96K and leaving 4,240 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #321.

Lake Street Advisors Group first reported a position in WELL in Q4 2023 and has held it in 5 quarters since. The position peaked at $550K in Q3 2024. 1,127 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

Lake Street Advisors Group held 4,240 shares of Welltower worth $534K as of Q4 2024.
Lake Street Advisors Group sold 53 Welltower shares in Q4 2024, an estimated $6.96K.
Welltower made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #321 holding.
Lake Street Advisors Group first reported a position in Welltower in Q4 2023 and has held it in 5 quarters since.
Lake Street Advisors Group's Welltower position peaked at $550K in Q3 2024.
1,127 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.