WWP
WELL icon

WR Wealth Planners’s Welltower WELL Stock Holding History

WR Wealth Planners’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 		$4.54K Buy
36
+8
+29% +$1.05K ﹤0.01% 719
2024
Q3 		$3.58K Hold
28
– – ﹤0.01% 796
2024
Q2 		$2.92K Buy
28
+14
+100% +$1.37K ﹤0.01% 810
2024
Q1 		$1.31K Buy
+14
New +$1.27K ﹤0.01% 937

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

WR Wealth Planners's WELL Position: Q4 2024 in Review

WR Wealth Planners increased its Welltower (WELL) stake by 29% in Q4 2024, buying an estimated $1.05K and bringing the position to 36 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

WR Wealth Planners first reported a position in WELL in Q1 2024 and has held it in 4 quarters since. 1,126 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

  • WR Wealth Planners held 36 shares of Welltower worth $4.54K as of Q4 2024.
  • WR Wealth Planners bought 8 Welltower shares in Q4 2024, an estimated $1.05K.
  • Welltower made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #719 holding.
  • WR Wealth Planners first reported a position in Welltower in Q1 2024 and has held it in 4 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.