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Voisard Asset Management Group’s Welltower WELL Stock Holding History

Voisard Asset Management Group’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
2024
Q4 		– Sell
-8
Closed -$1.02K – 667
2024
Q3 		$1.02K Buy
+8
New +$933 ﹤0.01% 455

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Voisard Asset Management Group's WELL Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Welltower (WELL) in Q4 2024, closing a stake of 8 shares — an estimated $1.02K sold.

Voisard Asset Management Group first reported a position in WELL in Q3 2024 and held it in 1 quarter. The position peaked at $1.02K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Welltower position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 8 Welltower shares in Q4 2024, an estimated $1.02K.
  • Voisard Asset Management Group first reported a position in Welltower in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Welltower position peaked at $1.02K in Q3 2024.
  • 1,125 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.