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Richard W. Paul & Associates’s Welltower WELL Stock Holding History

Richard W. Paul & Associates’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
-79
Closed -$9.96K – 510
2024
Q4 		$9.96K Buy
+79
New +$10.4K ﹤0.01% 308

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richard W. Paul & Associates's WELL Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Welltower (WELL) in Q1 2025, closing a stake of 79 shares — an estimated $9.96K sold.

Richard W. Paul & Associates first reported a position in WELL in Q4 2024 and held it in 1 quarter. The position peaked at $9.96K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 79 Welltower shares in Q1 2025, an estimated $9.96K.
  • Richard W. Paul & Associates first reported a position in Welltower in Q4 2024 and held it in 1 quarter.
  • Richard W. Paul & Associates's Welltower position peaked at $9.96K in Q4 2024.
  • 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.