55I LLC’s Welltower WELL Stock Holding History

55I 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
2022 Q3	$291K	Buy	+4,528	New	+$354K	0.01%	493

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

55I LLC's WELL Position: Q3 2022 in Review

55I LLC opened a new position in Welltower (WELL) in Q3 2022: 4,528 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings.

785 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

55I LLC held 4,528 shares of Welltower worth $291K as of Q3 2022.
Welltower was a new 55I LLC position in Q3 2022.
Welltower made up 0.01% of 55I LLC's portfolio in Q3 2022, its #493 holding.
785 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.