Pacific Capital Wealth Advisors’s Welltower WELL Stock Holding History

Pacific Capital Wealth 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 Q1	–	Sell	-115	Closed	-$14.5K	–	386
2024 Q4	$14.5K	Hold	115	–	–	﹤0.01%	246
2024 Q3	$14.7K	Hold	115	–	–	﹤0.01%	264
2024 Q2	$12K	Buy	+115	New	+$11.3K	﹤0.01%	295

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

Pacific Capital Wealth Advisors's WELL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Welltower (WELL) in Q1 2025, closing a stake of 115 shares — an estimated $14.5K sold.

Pacific Capital Wealth Advisors first reported a position in WELL in Q2 2024 and held it in 3 quarters. The position peaked at $14.7K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 115 Welltower shares in Q1 2025, an estimated $14.5K.
Pacific Capital Wealth Advisors first reported a position in Welltower in Q2 2024 and held it in 3 quarters.
Pacific Capital Wealth Advisors's Welltower position peaked at $14.7K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.