Lee, Danner & Bass’s Welltower WELL Stock Holding History

Lee, Danner & Bass’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	-776	Closed	-$97.8K	–	704
2024 Q4	$97.8K	Buy	+776	New	+$102K	0.01%	274

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

Lee, Danner & Bass's WELL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Welltower (WELL) in Q1 2025, closing a stake of 776 shares — an estimated $97.8K sold.

Lee, Danner & Bass first reported a position in WELL in Q4 2024 and held it in 1 quarter. The position peaked at $97.8K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Lee, Danner & Bass reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 776 Welltower shares in Q1 2025, an estimated $97.8K.
Lee, Danner & Bass first reported a position in Welltower in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Welltower position peaked at $97.8K in Q4 2024.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.