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Orion Portfolio Solutions’s Welltower WELL Stock Holding History

Orion Portfolio Solutions’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 		$3.25M Buy
21,217
+3,504
+20% +$499K 0.03% 495
2024
Q4 		$2.23M Buy
17,713
+1,433
+9% +$188K 0.02% 644
2024
Q3 		$2.08M Buy
16,280
+821
+5% +$95.8K 0.02% 671
2024
Q2 		$1.61M Buy
15,459
+2,147
+16% +$210K 0.02% 754
2024
Q1 		$1.24M Sell
13,312
-486
-4% -$44K 0.01% 883
2023
Q4 		$1.24M Buy
13,798
+861
+7% +$74.7K 0.01% 851
2023
Q3 		$1.06M Buy
12,937
+1,764
+16% +$145K 0.01% 908
2023
Q2 		$904K Buy
11,173
+248
+2% +$19.1K 0.01% 992
2023
Q1 		$783K Buy
10,925
+6,646
+155% +$482K 0.01% 977
2022
Q4 		$280K Buy
4,279
+218
+5% +$14K 0.01% 683
2022
Q3 		$261K Buy
4,061
+242
+6% +$18.9K 0.01% 624
2022
Q2 		$315K Buy
3,819
+73
+2% +$6.5K 0.01% 534
2022
Q1 		$360K Buy
3,746
+724
+24% +$62.9K 0.01% 526
2021
Q4 		$259K Buy
3,022
+398
+15% +$33.2K 0.01% 612
2021
Q3 		$216K Buy
2,624
+194
+8% +$16.7K 0.01% 612
2021
Q2 		$202K Buy
+2,430
New +$186K 0.01% 592
2020
Q3 		– Sell
-2,164
Closed -$112K – 2041
2020
Q2 		$112K Buy
2,164
+235
+12% +$11.5K 0.01% 527
2020
Q1 		$88K Sell
1,929
-2,426
-56% -$179K 0.01% 470
2019
Q4 		$356K Buy
+4,355
New +$373K 0.03% 246

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

Orion Portfolio Solutions's WELL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Welltower (WELL) stake by 20% in Q1 2025, buying an estimated $499K and bringing the position to 21,217 shares worth $3.25M. The position accounts for 0.03% of the portfolio, ranked #495.

Orion Portfolio Solutions first reported a position in WELL in Q4 2019 and has held it in 19 quarters since. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Orion Portfolio Solutions held 21,217 shares of Welltower worth $3.25M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,504 Welltower shares in Q1 2025, an estimated $499K.
  • Welltower made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #495 holding.
  • Orion Portfolio Solutions first reported a position in Welltower in Q4 2019 and has held it in 19 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.