Wingate Wealth Advisors’s Welltower WELL Stock Holding History

Wingate Wealth Advisors’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	-12	Closed	-$1.51K	–	457
2024 Q4	$1.51K	Buy	+12	New	+$1.57K	﹤0.01%	440

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wingate Wealth Advisors's WELL Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Welltower (WELL) in Q1 2025, closing a stake of 12 shares — an estimated $1.51K sold.

Wingate Wealth Advisors first reported a position in WELL in Q4 2024 and held it in 1 quarter. The position peaked at $1.51K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Wingate Wealth Advisors reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 12 Welltower shares in Q1 2025, an estimated $1.51K.
Wingate Wealth Advisors first reported a position in Welltower in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Welltower position peaked at $1.51K in Q4 2024.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.