Oliver Lagore Vanvalin Investment Group’s Welltower WELL Stock Holding History

Oliver Lagore Vanvalin 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 Q2	$23.9K	Buy	+156	New	+$23.3K	0.01%	326
2024 Q4	$18.4K	Buy	146 +31	+27%	+$4.07K	﹤0.01%	375
2024 Q3	$14.7K	Hold	115	–	–	﹤0.01%	384
2024 Q2	$12K	Hold	115	–	–	﹤0.01%	397
2024 Q1	$10.7K	Sell	115 -138	-55%	-$12.5K	﹤0.01%	409
2023 Q4	$22.8K	Buy	253 +1	+0.4%	+$87	0.01%	299
2023 Q3	$20.6K	Buy	252 +1	+0.4%	+$82	0.01%	345
2023 Q2	$20.3K	Buy	251 +1	+0.4%	+$77	0.01%	370
2023 Q1	$17.9K	Sell	250 -336	-57%	-$24.4K	0.01%	300
2022 Q4	$38.4K	Buy	586 +4	+0.7%	+$257	0.02%	206
2022 Q3	$37K	Buy	582 +54	+10%	+$4.22K	0.02%	193
2022 Q2	$44K	Buy	528 +3	+0.6%	+$267	0.03%	187
2022 Q1	$51K	Buy	+525	New	+$45.6K	0.03%	173

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's WELL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Welltower (WELL) in Q2 2025: 156 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in WELL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in WELL in Q1 2022 and has held it in 13 quarters since. The position peaked at $51K in Q1 2022. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 156 shares of Welltower worth $23.9K as of Q2 2025.
Welltower was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Welltower made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #326 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Welltower in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Welltower position peaked at $51K in Q1 2022.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.