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Northwest & Ethical Investments’s Welltower WELL Stock Holding History

Northwest & Ethical Investments’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
-6,266
Closed -$802K – 573
2024
Q3 		$802K Buy
+6,266
New +$731K 0.02% 321

Other funds holding WELL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest & Ethical Investments's WELL Position: Q4 2024 in Review

Northwest & Ethical Investments sold out of Welltower (WELL) in Q4 2024, closing a stake of 6,266 shares — an estimated $802K sold.

Northwest & Ethical Investments first reported a position in WELL in Q3 2024 and held it in 1 quarter. The position peaked at $802K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

  • Northwest & Ethical Investments reported no remaining Welltower position as of Q4 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 6,266 Welltower shares in Q4 2024, an estimated $802K.
  • Northwest & Ethical Investments first reported a position in Welltower in Q3 2024 and held it in 1 quarter.
  • Northwest & Ethical Investments's Welltower position peaked at $802K in Q3 2024.
  • 1,125 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on Northwest & Ethical Investments's 13F filing for Q4 2024, filed 11 Feb 2025.