Probity Advisors’s Welltower WELL Stock Holding History

Probity 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	-1,785	Closed	-$225K	–	239
2024 Q4	$225K	Sell	1,785 -73	-4%	-$9.58K	0.04%	215
2024 Q3	$238K	Buy	+1,858	New	+$217K	0.05%	209

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

Probity Advisors's WELL Position: Q1 2025 in Review

Probity Advisors sold out of Welltower (WELL) in Q1 2025, closing a stake of 1,785 shares — an estimated $225K sold.

Probity Advisors first reported a position in WELL in Q3 2024 and held it in 2 quarters. The position peaked at $238K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Probity Advisors reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
Probity Advisors sold 1,785 Welltower shares in Q1 2025, an estimated $225K.
Probity Advisors first reported a position in Welltower in Q3 2024 and held it in 2 quarters.
Probity Advisors's Welltower position peaked at $238K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Probity Advisors's 13F filing for Q1 2025, filed 9 May 2025.