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Strategic Investment Solutions’s Welltower WELL Stock Holding History

Strategic Investment Solutions’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
-51
Closed -$7.81K – 684
2025
Q1 		$7.81K Sell
51
-154
-75% -$21.9K ﹤0.01% 391
2024
Q4 		$18.4K Hold
205
– – 0.01% 316
2024
Q3 		$26.2K Hold
205
– – 0.01% 252
2024
Q2 		$22.8K Buy
+205
New +$20.1K 0.01% 255
2023
Q4 		$18.4K Buy
+205
New +$17.8K ﹤0.01% 671
2023
Q2 		– Sell
-205
Closed -$14.7K – 980
2023
Q1 		$14.7K Buy
+205
New +$14.9K ﹤0.01% 587

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 Investment Solutions's WELL Position: Q2 2025 in Review

Strategic Investment Solutions sold out of Welltower (WELL) in Q2 2025, closing a stake of 51 shares — an estimated $7.81K sold.

Strategic Investment Solutions first reported a position in WELL in Q1 2023 and held it in 6 quarters. The position peaked at $26.2K in Q3 2024. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Strategic Investment Solutions reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 51 Welltower shares in Q2 2025, an estimated $7.81K.
  • Strategic Investment Solutions first reported a position in Welltower in Q1 2023 and held it in 6 quarters.
  • Strategic Investment Solutions's Welltower position peaked at $26.2K in Q3 2024.
  • 1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.