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Tradewinds LLC’s Welltower WELL Stock Holding History

Tradewinds LLC’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
-8,575
Closed -$1.31M – 263
2025
Q1 		$1.31M Sell
8,575
-99
-1% -$14.1K 0.37% 57
2024
Q4 		$1.23M Sell
8,674
-15
-0.2% -$1.97K 0.34% 56
2024
Q3 		$1.11M Sell
8,689
-249
-3% -$29.1K 0.34% 59
2024
Q2 		$932K Buy
+8,938
New +$876K 0.29% 68

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

Tradewinds LLC's WELL Position: Q2 2025 in Review

Tradewinds LLC sold out of Welltower (WELL) in Q2 2025, closing a stake of 8,575 shares — an estimated $1.31M sold.

Tradewinds LLC first reported a position in WELL in Q2 2024 and held it in 4 quarters. The position peaked at $1.31M in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Tradewinds LLC reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
  • Tradewinds LLC sold 8,575 Welltower shares in Q2 2025, an estimated $1.31M.
  • Tradewinds LLC first reported a position in Welltower in Q2 2024 and held it in 4 quarters.
  • Tradewinds LLC's Welltower position peaked at $1.31M in Q1 2025.
  • 1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Tradewinds LLC's 13F filing for Q2 2025, filed 6 Aug 2025.