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Legacy Advisors’s Welltower WELL Stock Holding History

Legacy Advisors’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 		– Sell
-1,844
Closed -$283K – 411
2025
Q1 		$283K Buy
1,844
+134
+8% +$19.1K 0.03% 338
2024
Q4 		$216K Buy
+1,710
New +$224K 0.02% 376
2019
Q2 		– Sell
-200
Closed -$16K – 426
2019
Q1 		$16K Buy
+200
New +$15K 0.01% 298
2018
Q3 		– Sell
-230
Closed -$14K – 507
2018
Q2 		$14K Hold
230
– – 0.01% 283
2018
Q1 		$12K Hold
230
– – 0.01% 256
2017
Q4 		$14K Sell
230
-131
-36% -$8.79K 0.01% 223
2017
Q3 		$25K Buy
361
+131
+57% +$9.53K 0.03% 149
2017
Q2 		$17K Hold
230
– – 0.02% 142
2017
Q1 		$16K Hold
230
– – 0.02% 137
2016
Q4 		$15K Buy
+230
New +$15.2K 0.02% 155

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

Legacy Advisors's WELL Position: Q2 2025 in Review

Legacy Advisors sold out of Welltower (WELL) in Q2 2025, closing a stake of 1,844 shares — an estimated $283K sold.

Legacy Advisors first reported a position in WELL in Q4 2016 and held it in 10 quarters. The position peaked at $283K in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Legacy Advisors reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 1,844 Welltower shares in Q2 2025, an estimated $283K.
  • Legacy Advisors first reported a position in Welltower in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's Welltower position peaked at $283K in Q1 2025.
  • 1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.