LC
WELL icon

Lindbrook Capital’s Welltower WELL Stock Holding History

Lindbrook Capital’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 		$416K Buy
2,717
+158
+6% +$22.5K 0.04% 254
2024
Q4 		$323K Buy
2,559
+32
+1% +$4.2K 0.03% 294
2024
Q3 		$324K Buy
2,527
+8
+0.3% +$933 0.03% 294
2024
Q2 		$263K Sell
2,519
-757
-23% -$74.2K 0.02% 304
2024
Q1 		$306K Buy
3,276
+36
+1% +$3.26K 0.03% 283
2023
Q4 		$292K Buy
3,240
+420
+15% +$36.4K 0.03% 279
2023
Q3 		$231K Buy
2,820
+741
+36% +$60.9K 0.03% 288
2023
Q2 		$168K Buy
2,079
+31
+2% +$2.39K 0.02% 370
2023
Q1 		$147K Buy
2,048
+52
+3% +$3.77K 0.02% 381
2022
Q4 		$131K Buy
1,996
+46
+2% +$2.96K 0.02% 427
2022
Q3 		$125K Buy
1,950
+28
+1% +$2.19K 0.02% 386
2022
Q2 		$158K Buy
1,922
+36
+2% +$3.2K 0.03% 336
2022
Q1 		$181K Buy
1,886
+1,067
+130% +$92.7K 0.03% 310
2021
Q4 		$70K Buy
819
+256
+45% +$21.3K 0.01% 609
2021
Q3 		$46K Buy
563
+44
+8% +$3.78K 0.01% 461
2021
Q2 		$43K Hold
519
– – 0.01% 520
2021
Q1 		$37K Buy
519
+40
+8% +$2.69K 0.01% 547
2020
Q4 		$31K Sell
479
-118
-20% -$7.16K 0.01% 552
2020
Q3 		$33K Buy
597
+1
+0.2% +$55 0.01% 460
2020
Q2 		$31K Sell
596
-743
-55% -$36.5K 0.01% 482
2020
Q1 		$61K Sell
1,339
-735
-35% -$54.2K 0.02% 277
2019
Q4 		$170K Buy
2,074
+60
+3% +$5.14K 0.06% 166
2019
Q3 		$183K Sell
2,014
-45
-2% -$3.92K 0.07% 144
2019
Q2 		$167K Hold
2,059
– – 0.06% 155
2019
Q1 		$159K Hold
2,059
– – 0.06% 161
2018
Q4 		$142K Buy
+2,059
New +$140K 0.07% 149

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 $427B AUM 29.17% 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 $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

Lindbrook Capital's WELL Position: Q1 2025 in Review

Lindbrook Capital increased its Welltower (WELL) stake by 6.2% in Q1 2025, buying an estimated $22.5K and bringing the position to 2,717 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #254.

Lindbrook Capital first reported a position in WELL in Q4 2018 and has held it in 26 quarters since. 1,232 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Lindbrook Capital held 2,717 shares of Welltower worth $416K as of Q1 2025.
  • Lindbrook Capital bought 158 Welltower shares in Q1 2025, an estimated $22.5K.
  • Welltower made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #254 holding.
  • Lindbrook Capital first reported a position in Welltower in Q4 2018 and has held it in 26 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.