Parkworth Wealth Management’s Welltower WELL Stock Holding History

Parkworth Wealth Management’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	$1.69K	Buy	+11	New	+$1.64K	﹤0.01%	288

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

Parkworth Wealth Management's WELL Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in Welltower (WELL) in Q2 2025: 11 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings.

1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Parkworth Wealth Management held 11 shares of Welltower worth $1.69K as of Q2 2025.
Welltower was a new Parkworth Wealth Management position in Q2 2025.
Welltower made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #288 holding.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.