Zynergy Retirement Planning’s Welltower WELL Stock Holding History

Zynergy Retirement Planning’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	-216	Closed	-$27.2K	–	111
2025 Q1	$27.2K	Buy	+216	New	+$30.8K	0.02%	57

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

Zynergy Retirement Planning's WELL Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Welltower (WELL) in Q2 2025, closing a stake of 216 shares — an estimated $27.2K sold.

Zynergy Retirement Planning first reported a position in WELL in Q1 2025 and held it in 1 quarter. The position peaked at $27.2K in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Zynergy Retirement Planning reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
Zynergy Retirement Planning sold 216 Welltower shares in Q2 2025, an estimated $27.2K.
Zynergy Retirement Planning first reported a position in Welltower in Q1 2025 and held it in 1 quarter.
Zynergy Retirement Planning's Welltower position peaked at $27.2K in Q1 2025.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.