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Strategic Blueprint’s Welltower WELL Stock Holding History

Strategic Blueprint’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 		– Sell
-1,802
Closed -$276K – 748
2025
Q1 		$276K Sell
1,802
-89
-5% -$12.7K 0.02% 560
2024
Q4 		$238K Buy
1,891
+3
+0.2% +$394 0.01% 589
2024
Q3 		$242K Sell
1,888
-97
-5% -$11.3K 0.02% 571
2024
Q2 		$207K Sell
1,985
-191
-9% -$18.7K 0.01% 581
2024
Q1 		$203K Buy
+2,176
New +$197K 0.01% 581
2022
Q2 		– Sell
-2,212
Closed -$213K – 560
2022
Q1 		$213K Buy
+2,212
New +$192K 0.02% 468
2021
Q3 		– Sell
-194
Closed -$16K – 1321
2021
Q2 		$16K Buy
+194
New +$14.9K ﹤0.01% 868
2019
Q4 		– Sell
-300
Closed -$27K – 429
2019
Q3 		$27K Buy
+300
New +$26.1K 0.02% 204

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

Strategic Blueprint's WELL Position: Q2 2025 in Review

Strategic Blueprint sold out of Welltower (WELL) in Q2 2025, closing a stake of 1,802 shares — an estimated $276K sold.

Strategic Blueprint first reported a position in WELL in Q3 2019 and held it in 8 quarters. The position peaked at $276K in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Strategic Blueprint reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
  • Strategic Blueprint sold 1,802 Welltower shares in Q2 2025, an estimated $276K.
  • Strategic Blueprint first reported a position in Welltower in Q3 2019 and held it in 8 quarters.
  • Strategic Blueprint's Welltower position peaked at $276K in Q1 2025.
  • 1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Strategic Blueprint's 13F filing for Q2 2025, filed 30 Jul 2025.