Semmax Financial Advisors’s Welltower WELL Stock Holding History

Semmax Financial 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 Q2	$9.24K	Hold	55	–	–	﹤0.01%	266
2025 Q1	$8.21K	Hold	55	–	–	﹤0.01%	247
2024 Q4	$8.33K	Hold	55	–	–	﹤0.01%	234
2024 Q3	$7.48K	Hold	55	–	–	﹤0.01%	236
2024 Q2	$6.48K	Hold	55	–	–	﹤0.01%	263
2024 Q1	$5.5K	Sell	55 -7	-11%	-$634	﹤0.01%	242
2023 Q4	$5.38K	Hold	62	–	–	﹤0.01%	251
2023 Q3	$5.3K	Buy	+62	New	+$5.1K	﹤0.01%	227
2022 Q4	$9K	Hold	124	–	–	﹤0.01%	179
2022 Q3	$8K	Sell	124 -7	-5%	-$547	﹤0.01%	174
2022 Q2	$11K	Buy	+131	New	+$11.7K	﹤0.01%	159
2022 Q1	–	Sell	-722	Closed	-$62.7K	–	125
2021 Q4	$62K	Sell	722 -275	-28%	-$22.9K	0.02%	122
2021 Q3	$82K	Sell	997 -5,809	-85%	-$499K	0.03%	114
2021 Q2	$566K	Sell	6,806 -14,234	-68%	-$1.09M	0.18%	94
2021 Q1	$1.51M	Buy	21,040 +200	+1%	+$13.4K	0.54%	65
2020 Q4	$1.35M	Buy	20,840 +319	+2%	+$19.4K	0.56%	62
2020 Q3	$1.13M	Sell	20,521 -39	-0.2%	-$2.14K	0.54%	62
2020 Q2	$1.06M	Sell	20,560 -371	-2%	-$18.2K	0.56%	60
2020 Q1	$958K	Buy	20,931 +3,752	+22%	+$277K	0.61%	56
2019 Q4	$1.41M	Buy	+17,179	New	+$1.47M	0.77%	48
2019 Q3	–	Hold	0	–	–	–	42
2019 Q2	–	Hold	0	–	–	–	31
2019 Q1	–	Hold	0	–	–	–	18
2018 Q4	–	Hold	0	–	–	–	19

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

Semmax Financial Advisors's WELL Position: Q2 2025 in Review

Semmax Financial Advisors held its Welltower (WELL) position steady in Q2 2025 at 55 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Semmax Financial Advisors first reported a position in WELL in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.51M in Q1 2021. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Semmax Financial Advisors held 55 shares of Welltower worth $9.24K as of Q2 2025.
Semmax Financial Advisors left its Welltower share count unchanged in Q2 2025.
Welltower made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #266 holding.
Semmax Financial Advisors first reported a position in Welltower in Q4 2019 and has held it in 20 quarters since.
Semmax Financial Advisors's Welltower position peaked at $1.51M in Q1 2021.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.