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Lokken Investment Group’s Welltower WELL Stock Holding History

Lokken Investment Group’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 		$296K Hold
1,661
– – 0.1% 118
2025
Q2 		$255K Sell
1,661
-4
-0.2% -$598 0.1% 113
2025
Q1 		$255K Buy
1,665
+10
+0.6% +$1.43K 0.11% 113
2024
Q4 		$209K Buy
1,655
+1
+0.1% +$131 0.09% 130
2024
Q3 		$212K Buy
+1,654
New +$193K 0.09% 145

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lokken Investment Group's WELL Position: Q3 2025 in Review

Lokken Investment Group held its Welltower (WELL) position steady in Q3 2025 at 1,661 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #118.

Lokken Investment Group first reported a position in WELL in Q3 2024 and has held it in 5 quarters since. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Lokken Investment Group held 1,661 shares of Welltower worth $296K as of Q3 2025.
  • Lokken Investment Group left its Welltower share count unchanged in Q3 2025.
  • Welltower made up 0.1% of Lokken Investment Group's portfolio in Q3 2025, its #118 holding.
  • Lokken Investment Group first reported a position in Welltower in Q3 2024 and has held it in 5 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.