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River Street Advisors’s Welltower WELL Stock Holding History

River Street 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
2026
Q1 		$805K Buy
4,073
+230
+6% +$45.5K 0.27% 82
2025
Q4 		$713K Buy
3,843
+103
+3% +$19.2K 0.27% 85
2025
Q3 		$666K Buy
3,740
+46
+1% +$7.56K 0.26% 89
2025
Q2 		$568K Buy
3,694
+190
+5% +$28.4K 0.24% 96
2025
Q1 		$537K Buy
3,504
+139
+4% +$19.8K 0.27% 90
2024
Q4 		$424K Buy
3,365
+344
+11% +$45.2K 0.22% 99
2024
Q3 		$387K Sell
3,021
-23
-0.8% -$2.68K 0.21% 110
2024
Q2 		$317K Buy
3,044
+263
+9% +$25.8K 0.2% 115
2024
Q1 		$260K Buy
2,781
+81
+3% +$7.33K 0.18% 118
2023
Q4 		$243K Buy
2,700
+178
+7% +$15.4K 0.19% 110
2023
Q3 		$207K Buy
+2,522
New +$207K 0.19% 106

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return