Proquility Private Wealth Partners’s Welltower WELL Stock Holding History

Proquility Private Wealth Partners’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	$2.23M	Sell	14,586 -1,999	-12%	-$285K	0.69%	47
2024 Q4	$2.09M	Sell	16,585 -158	-0.9%	-$20.7K	0.67%	46
2024 Q3	$2.14M	Sell	16,743 -3,798	-18%	-$443K	0.69%	45
2024 Q2	$2.14M	Buy	20,541 +278	+1%	+$27.2K	0.73%	44
2024 Q1	$1.89M	Buy	20,263 +1,072	+6%	+$97.1K	0.65%	45
2023 Q4	$1.73M	Buy	+19,191	New	+$1.67M	0.66%	46

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

Proquility Private Wealth Partners's WELL Position: Q1 2025 in Review

Proquility Private Wealth Partners reduced its Welltower (WELL) stake by 12% in Q1 2025, selling an estimated $285K and leaving 14,586 shares worth $2.23M. The position accounts for 0.69% of the portfolio, ranked #47.

Proquility Private Wealth Partners first reported a position in WELL in Q4 2023 and has held it in 6 quarters since. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Proquility Private Wealth Partners held 14,586 shares of Welltower worth $2.23M as of Q1 2025.
Proquility Private Wealth Partners sold 1,999 Welltower shares in Q1 2025, an estimated $285K.
Welltower made up 0.69% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #47 holding.
Proquility Private Wealth Partners first reported a position in Welltower in Q4 2023 and has held it in 6 quarters since.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.