Ruedi Wealth Management’s Welltower WELL Stock Holding History

Ruedi Wealth Management’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	-7	Closed	-$1.07K	–	326
2025 Q1	$1.07K	Hold	7	–	–	﹤0.01%	290
2024 Q4	$882	Hold	7	–	–	﹤0.01%	298
2024 Q3	$896	Sell	7 -7	-50%	-$817	﹤0.01%	306
2024 Q2	$1.46K	Buy	+14	New	+$1.37K	﹤0.01%	347

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

Ruedi Wealth Management's WELL Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Welltower (WELL) in Q2 2025, closing a stake of 7 shares — an estimated $1.07K sold.

Ruedi Wealth Management first reported a position in WELL in Q2 2024 and held it in 4 quarters. The position peaked at $1.46K in Q2 2024. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Ruedi Wealth Management reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 7 Welltower shares in Q2 2025, an estimated $1.07K.
Ruedi Wealth Management first reported a position in Welltower in Q2 2024 and held it in 4 quarters.
Ruedi Wealth Management's Welltower position peaked at $1.46K in Q2 2024.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.