LifePlan Financial’s Welltower WELL Stock Holding History

LifePlan Financial’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
2024 Q4	–	Sell	-3,483	Closed	-$446K	–	92
2024 Q3	$446K	Sell	3,483 -357	-9%	-$41.7K	0.38%	68
2024 Q2	$400K	Sell	3,840 -282	-7%	-$27.6K	0.37%	70
2024 Q1	$385K	Sell	4,122 -180	-4%	-$16.3K	0.35%	75
2023 Q4	$388K	Buy	+4,302	New	+$373K	0.39%	71

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LifePlan Financial's WELL Position: Q4 2024 in Review

LifePlan Financial sold out of Welltower (WELL) in Q4 2024, closing a stake of 3,483 shares — an estimated $446K sold.

LifePlan Financial first reported a position in WELL in Q4 2023 and held it in 4 quarters. The position peaked at $446K in Q3 2024. 1,126 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

LifePlan Financial reported no remaining Welltower position as of Q4 2024 after selling out during the quarter.
LifePlan Financial sold 3,483 Welltower shares in Q4 2024, an estimated $446K.
LifePlan Financial first reported a position in Welltower in Q4 2023 and held it in 4 quarters.
LifePlan Financial's Welltower position peaked at $446K in Q3 2024.
1,126 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on LifePlan Financial's 13F filing for Q4 2024, filed 17 Jan 2025.