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Marcum Wealth’s Welltower WELL Stock Holding History

Marcum Wealth’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 		$370K Sell
2,418
-37
-2% -$5.27K 0.03% 243
2024
Q4 		$309K Sell
2,455
-75
-3% -$9.85K 0.03% 278
2024
Q3 		$324K Buy
2,530
+75
+3% +$8.75K 0.03% 268
2024
Q2 		$256K Sell
2,455
-756
-24% -$74.1K 0.03% 306
2024
Q1 		$300K Buy
3,211
+387
+14% +$35K 0.03% 269
2023
Q4 		$255K Sell
2,824
-856
-23% -$74.3K 0.03% 290
2023
Q3 		$301K Buy
3,680
+949
+35% +$78K 0.04% 241
2023
Q2 		$221K Buy
+2,731
New +$210K 0.03% 312
2022
Q3 		– Sell
-3,045
Closed -$251K – 398
2022
Q2 		$251K Buy
3,045
+80
+3% +$7.12K 0.04% 264
2022
Q1 		$285K Sell
2,965
-2,011
-40% -$175K 0.04% 252
2021
Q4 		$427K Sell
4,976
-10
-0.2% -$834 0.06% 193
2021
Q3 		$411K Sell
4,986
-110
-2% -$9.45K 0.06% 185
2021
Q2 		$423K Sell
5,096
-842
-14% -$64.5K 0.07% 170
2021
Q1 		$425K Buy
5,938
+2,483
+72% +$167K 0.07% 168
2020
Q4 		$223K Sell
3,455
-219
-6% -$13.3K 0.05% 130
2020
Q3 		$202K Buy
+3,674
New +$202K 0.06% 110
2020
Q1 		– Sell
-3,473
Closed -$284K – 109
2019
Q4 		$284K Buy
+3,473
New +$297K 0.11% 80

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
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

Marcum Wealth's WELL Position: Q1 2025 in Review

Marcum Wealth reduced its Welltower (WELL) stake by 1.5% in Q1 2025, selling an estimated $5.27K and leaving 2,418 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #243.

Marcum Wealth first reported a position in WELL in Q4 2019 and has held it in 17 quarters since. The position peaked at $427K in Q4 2021. 1,231 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Marcum Wealth held 2,418 shares of Welltower worth $370K as of Q1 2025.
  • Marcum Wealth sold 37 Welltower shares in Q1 2025, an estimated $5.27K.
  • Welltower made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #243 holding.
  • Marcum Wealth first reported a position in Welltower in Q4 2019 and has held it in 17 quarters since.
  • Marcum Wealth's Welltower position peaked at $427K in Q4 2021.
  • 1,231 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.