LGT Financial Advisors’s Welltower WELL Stock Holding History

LGT Financial 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 Q3	–	Sell	-2	Closed	-$307	–	646
2025 Q2	$307	Buy	+2	New	+$299	﹤0.01%	469

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LGT Financial Advisors's WELL Position: Q3 2025 in Review

LGT Financial Advisors sold out of Welltower (WELL) in Q3 2025, closing a stake of 2 shares — an estimated $307 sold.

LGT Financial Advisors first reported a position in WELL in Q2 2025 and held it in 1 quarter. The position peaked at $307 in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

LGT Financial Advisors reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 2 Welltower shares in Q3 2025, an estimated $307.
LGT Financial Advisors first reported a position in Welltower in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's Welltower position peaked at $307 in Q2 2025.
1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.