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Stokes Family Office’s Welltower WELL Stock Holding History

Stokes Family Office’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
-4,387
Closed -$553K – 257
2024
Q4 		$553K Buy
+4,387
New +$576K 0.06% 150
2023
Q4 		– Sell
-8,894
Closed -$729K – 344
2023
Q3 		$729K Buy
+8,894
New +$731K 0.09% 151

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

Stokes Family Office's WELL Position: Q1 2025 in Review

Stokes Family Office sold out of Welltower (WELL) in Q1 2025, closing a stake of 4,387 shares — an estimated $553K sold.

Stokes Family Office first reported a position in WELL in Q3 2023 and held it in 2 quarters. The position peaked at $729K in Q3 2023. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Stokes Family Office reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
  • Stokes Family Office sold 4,387 Welltower shares in Q1 2025, an estimated $553K.
  • Stokes Family Office first reported a position in Welltower in Q3 2023 and held it in 2 quarters.
  • Stokes Family Office's Welltower position peaked at $729K in Q3 2023.
  • 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Stokes Family Office's 13F filing for Q1 2025, filed 13 May 2025.