State of Wyoming’s Welltower WELL Stock Holding History

State of Wyoming’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	–	Sell	-1,459	Closed	-$184K	–	1863
2024 Q4	$184K	Buy	+1,459	New	+$192K	0.02%	888
2021 Q2	–	Sell	-534	Closed	-$38K	–	1229
2021 Q1	$38K	Buy	+534	New	+$35.9K	0.06%	256

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

State of Wyoming's WELL Position: Q1 2025 in Review

State of Wyoming sold out of Welltower (WELL) in Q1 2025, closing a stake of 1,459 shares — an estimated $184K sold.

State of Wyoming first reported a position in WELL in Q1 2021 and held it in 2 quarters. The position peaked at $184K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

State of Wyoming reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
State of Wyoming sold 1,459 Welltower shares in Q1 2025, an estimated $184K.
State of Wyoming first reported a position in Welltower in Q1 2021 and held it in 2 quarters.
State of Wyoming's Welltower position peaked at $184K in Q4 2024.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on State of Wyoming's 13F filing for Q1 2025, filed 14 May 2025.