Optimum Investment Advisors’s Welltower WELL Stock Holding History

Optimum Investment Advisors’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	–	Sell	-212	Closed	-$32.5K	–	645
2025 Q1	$32.5K	Hold	212	–	–	0.02%	384
2024 Q4	$26.7K	Hold	212	–	–	0.01%	400
2024 Q3	$27.2K	Sell	212 -700	-77%	-$81.7K	0.01%	413
2024 Q2	$95.1K	Buy	912 +1	+0.1%	+$98	0.04%	274
2024 Q1	$85.1K	Buy	911 +1	+0.1%	+$91	0.04%	286
2023 Q4	$82K	Buy	910 +2	+0.2%	+$174	0.04%	286
2023 Q3	$74.4K	Buy	908 +1	+0.1%	+$82	0.04%	314
2023 Q2	$73.3K	Buy	907 +2	+0.2%	+$154	0.04%	326
2023 Q1	$64.9K	Sell	905 -498	-35%	-$36.1K	0.03%	332
2022 Q4	$92K	Buy	1,403 +1	+0.1%	+$64	0.05%	283
2022 Q3	$90K	Sell	1,402 -58	-4%	-$4.53K	0.05%	293
2022 Q2	$120K	Buy	1,460 +60	+4%	+$5.34K	0.06%	257
2022 Q1	$135K	Hold	1,400	–	–	0.06%	272
2021 Q4	$120K	Hold	1,400	–	–	0.05%	311
2021 Q3	$115K	Sell	1,400 -430	-23%	-$37K	0.05%	315
2021 Q2	$152K	Hold	1,830	–	–	0.05%	314
2021 Q1	$131K	Hold	1,830	–	–	0.04%	331
2020 Q4	$118K	Buy	1,830 +200	+12%	+$12.1K	0.04%	328
2020 Q3	$90K	Sell	1,630 -275	-14%	-$15.1K	0.03%	348
2020 Q2	$99K	Sell	1,905 -965	-34%	-$47.4K	0.03%	329
2020 Q1	$131K	Hold	2,870	–	–	0.05%	270
2019 Q4	$235K	Hold	2,870	–	–	0.07%	246
2019 Q3	$260K	Buy	2,870 +155	+6%	+$13.5K	0.08%	230
2019 Q2	$221K	Buy	2,715 +19	+0.7%	+$1.49K	0.07%	251
2019 Q1	$209K	Hold	2,696	–	–	0.07%	271
2018 Q4	$187K	Sell	2,696 -550	-17%	-$37.4K	0.06%	267
2018 Q3	$209K	Buy	3,246 +250	+8%	+$16.1K	0.06%	298
2018 Q2	$188K	Sell	2,996 -350	-10%	-$19.5K	0.05%	304
2018 Q1	$182K	Hold	3,346	–	–	0.05%	303
2017 Q4	$213K	Hold	3,346	–	–	0.07%	284
2017 Q3	$235K	Sell	3,346 -300	-8%	-$21.8K	0.08%	263
2017 Q2	$273K	Hold	3,646	–	–	0.09%	236
2017 Q1	$258K	Buy	3,646 +100	+3%	+$6.75K	0.09%	238
2016 Q4	$237K	Hold	3,546	–	–	0.09%	243
2016 Q3	$265K	Buy	3,546 +425	+14%	+$32.5K	0.1%	232
2016 Q2	$238K	Buy	+3,121	New	+$222K	0.09%	238
2015 Q1	$60K	Hold	780	–	–	0.02%	476
2014 Q4	$59K	Sell	780 -155	-17%	-$11.1K	0.02%	468
2014 Q3	$58K	Sell	935 -900	-49%	-$58K	0.02%	449
2014 Q2	$115K	Hold	1,835	–	–	0.04%	328
2014 Q1	$109K	Sell	1,835 -155	-8%	-$8.86K	0.04%	288
2013 Q4	$107K	Buy	1,990 +310	+18%	+$18.4K	0.04%	287
2013 Q3	$105K	Buy	+1,680	New	+$107K	0.04%	273

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

Optimum Investment Advisors's WELL Position: Q2 2025 in Review

Optimum Investment Advisors sold out of Welltower (WELL) in Q2 2025, closing a stake of 212 shares — an estimated $32.5K sold.

Optimum Investment Advisors first reported a position in WELL in Q3 2013 and held it in 43 quarters. The position peaked at $273K in Q2 2017. 1,261 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Optimum Investment Advisors reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
Optimum Investment Advisors sold 212 Welltower shares in Q2 2025, an estimated $32.5K.
Optimum Investment Advisors first reported a position in Welltower in Q3 2013 and held it in 43 quarters.
Optimum Investment Advisors's Welltower position peaked at $273K in Q2 2017.
1,261 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.