Laurel Wealth Advisors (North Carolina)’s Welltower WELL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-200	Closed	-$25.2K	–	745
2024 Q4	$25.2K	Buy	+200	New	+$26.3K	﹤0.01%	391
2021 Q3	–	Sell	-250	Closed	-$21K	–	756
2021 Q2	$21K	Buy	+250	New	+$19.1K	﹤0.01%	375

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

Laurel Wealth Advisors (North Carolina)'s WELL Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Welltower (WELL) in Q1 2025, closing a stake of 200 shares — an estimated $25.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WELL in Q2 2021 and held it in 2 quarters. The position peaked at $25.2K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 200 Welltower shares in Q1 2025, an estimated $25.2K.
Laurel Wealth Advisors (North Carolina) first reported a position in Welltower in Q2 2021 and held it in 2 quarters.
Laurel Wealth Advisors (North Carolina)'s Welltower position peaked at $25.2K in Q4 2024.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.