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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Advisors's WELL Position: Q1 2025 in Review

Legacy Advisors increased its Welltower (WELL) stake by 7.8% in Q1 2025, buying an estimated $19.1K and bringing the position to 1,844 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #338.

Legacy Advisors first reported a position in WELL in Q4 2016 and has held it in 10 quarters since. 1,237 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Legacy Advisors held 1,844 shares of Welltower worth $283K as of Q1 2025.
  • Legacy Advisors bought 134 Welltower shares in Q1 2025, an estimated $19.1K.
  • Welltower made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #338 holding.
  • Legacy Advisors first reported a position in Welltower in Q4 2016 and has held it in 10 quarters since.
  • 1,237 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.