RIA Advisory Group’s Welltower WELL Stock Holding History

RIA Advisory Group’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	-1,329	Closed	-$204K	–	154
2025 Q1	$204K	Buy	+1,329	New	+$189K	0.07%	134

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

RIA Advisory Group's WELL Position: Q2 2025 in Review

RIA Advisory Group sold out of Welltower (WELL) in Q2 2025, closing a stake of 1,329 shares — an estimated $204K sold.

RIA Advisory Group first reported a position in WELL in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

RIA Advisory Group reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
RIA Advisory Group sold 1,329 Welltower shares in Q2 2025, an estimated $204K.
RIA Advisory Group first reported a position in Welltower in Q1 2025 and held it in 1 quarter.
RIA Advisory Group's Welltower position peaked at $204K in Q1 2025.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on RIA Advisory Group's 13F filing for Q2 2025, filed 13 Aug 2025.