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Safeguard Investment Advisory Group’s Welltower WELL Stock Holding History

Safeguard Investment 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
Q3 		– Sell
-2,624
Closed -$403K – 160
2025
Q2 		$403K Buy
2,624
+12
+0.5% +$1.79K 0.1% 89
2025
Q1 		$400K Buy
2,612
+12
+0.5% +$1.71K 0.11% 80
2024
Q4 		$328K Buy
2,600
+12
+0.5% +$1.57K 0.09% 78
2024
Q3 		$331K Buy
2,588
+15
+0.6% +$1.75K 0.09% 77
2024
Q2 		$268K Sell
2,573
-70
-3% -$6.86K 0.08% 78
2024
Q1 		$247K Buy
2,643
+18
+0.7% +$1.63K 0.08% 83
2023
Q4 		$237K Buy
2,625
+23
+0.9% +$2K 0.09% 85
2023
Q3 		$213K Buy
2,602
+20
+0.8% +$1.65K 0.09% 86
2023
Q2 		$209K Buy
+2,582
New +$199K 0.09% 92
2022
Q3 		– Sell
-6,484
Closed -$623K – 107
2022
Q2 		$623K Hold
6,484
– – 0.38% 43
2022
Q1 		$623K Buy
6,484
+45
+0.7% +$3.91K 0.43% 37
2021
Q4 		$552K Buy
6,439
+46
+0.7% +$3.83K 0.32% 46
2021
Q3 		$526K Sell
6,393
-1,467
-19% -$126K 0.34% 45
2021
Q2 		$653K Buy
+7,860
New +$602K 0.47% 40
2021
Q1 		– Sell
-98
Closed -$6K – 721
2020
Q4 		$6K Buy
+98
New +$5.95K 0.01% 513

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Safeguard Investment Advisory Group's WELL Position: Q3 2025 in Review

Safeguard Investment Advisory Group sold out of Welltower (WELL) in Q3 2025, closing a stake of 2,624 shares — an estimated $403K sold.

Safeguard Investment Advisory Group first reported a position in WELL in Q4 2020 and held it in 15 quarters. The position peaked at $653K in Q2 2021. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Safeguard Investment Advisory Group reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,624 Welltower shares in Q3 2025, an estimated $403K.
  • Safeguard Investment Advisory Group first reported a position in Welltower in Q4 2020 and held it in 15 quarters.
  • Safeguard Investment Advisory Group's Welltower position peaked at $653K in Q2 2021.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.