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Schechter Investment Advisors’s Welltower WELL Stock Holding History

Schechter Investment 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
2025
Q1 		$702K Sell
4,584
-74
-2% -$10.5K 0.06% 292
2024
Q4 		$587K Buy
4,658
+115
+3% +$15.1K 0.05% 353
2024
Q3 		$582K Sell
4,543
-393
-8% -$45.9K 0.04% 371
2024
Q2 		$515K Buy
4,936
+112
+2% +$11K 0.04% 368
2024
Q1 		$451K Buy
4,824
+587
+14% +$53.1K 0.03% 400
2023
Q4 		$382K Buy
4,237
+339
+9% +$29.4K 0.03% 405
2023
Q3 		$319K Buy
3,898
+279
+8% +$22.9K 0.03% 429
2023
Q2 		$293K Buy
3,619
+588
+19% +$45.3K 0.03% 493
2023
Q1 		$217K Buy
+3,031
New +$220K 0.02% 597
2022
Q3 		– Sell
-2,545
Closed -$209K – 993
2022
Q2 		$209K Buy
2,545
+132
+5% +$11.7K 0.02% 834
2022
Q1 		$232K Buy
+2,413
New +$210K 0.02% 791

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

Schechter Investment Advisors's WELL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Welltower (WELL) stake by 1.6% in Q1 2025, selling an estimated $10.5K and leaving 4,584 shares worth $702K. The position accounts for 0.06% of the portfolio, ranked #292.

Schechter Investment Advisors first reported a position in WELL in Q1 2022 and has held it in 11 quarters since. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Schechter Investment Advisors held 4,584 shares of Welltower worth $702K as of Q1 2025.
  • Schechter Investment Advisors sold 74 Welltower shares in Q1 2025, an estimated $10.5K.
  • Welltower made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #292 holding.
  • Schechter Investment Advisors first reported a position in Welltower in Q1 2022 and has held it in 11 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.