PSI Advisors’s Welltower WELL Stock Holding History

PSI 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 Q2	–	Sell	-203	Closed	-$31.1K	–	695
2025 Q1	$31.1K	Hold	203	–	–	0.01%	311
2024 Q4	$25.6K	Hold	203	–	–	0.01%	374
2024 Q3	$26K	Hold	203	–	–	0.01%	377
2024 Q2	$21.2K	Hold	203	–	–	0.01%	395
2024 Q1	$19K	Hold	203	–	–	0.01%	403
2023 Q4	$18.3K	Sell	203 -60	-23%	-$5.21K	0.01%	430
2023 Q3	$21.5K	Hold	263	–	–	0.01%	372
2023 Q2	$21.3K	Hold	263	–	–	0.01%	381
2023 Q1	$18.9K	Hold	263	–	–	0.01%	343
2022 Q4	$17.2K	Sell	263 -413	-61%	-$26.6K	0.01%	346
2022 Q3	$43K	Sell	676 -620	-48%	-$48.5K	0.02%	248
2022 Q2	$107K	Sell	1,296 -70	-5%	-$6.23K	0.05%	171
2022 Q1	$131K	Sell	1,366 -65	-5%	-$5.64K	0.05%	171
2021 Q4	$123K	Sell	1,431 -61	-4%	-$5.08K	0.05%	181
2021 Q3	$123K	Buy	+1,492	New	+$128K	0.06%	182
2020 Q1	–	Sell	-1,515	Closed	-$123K	–	604
2019 Q4	$123K	Buy	+1,515	New	+$130K	0.08%	174

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

PSI Advisors's WELL Position: Q2 2025 in Review

PSI Advisors sold out of Welltower (WELL) in Q2 2025, closing a stake of 203 shares — an estimated $31.1K sold.

PSI Advisors first reported a position in WELL in Q4 2019 and held it in 16 quarters. The position peaked at $131K in Q1 2022. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

PSI Advisors reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 203 Welltower shares in Q2 2025, an estimated $31.1K.
PSI Advisors first reported a position in Welltower in Q4 2019 and held it in 16 quarters.
PSI Advisors's Welltower position peaked at $131K in Q1 2022.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.