Aaron Wealth Advisors’s Welltower WELL Stock Holding History

Aaron 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
2022 Q2	–	Sell	-859	Closed	-$82.6K	–	844
2022 Q1	$82.6K	Buy	+859	New	+$74.6K	0.02%	305

Other funds holding WELL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Aaron Wealth Advisors's WELL Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Welltower (WELL) in Q2 2022, closing a stake of 859 shares — an estimated $82.6K sold.

Aaron Wealth Advisors first reported a position in WELL in Q1 2022 and held it in 1 quarter. The position peaked at $82.6K in Q1 2022. 817 funds tracked by Wall St. Rank hold WELL as of Q2 2022.

Aaron Wealth Advisors reported no remaining Welltower position as of Q2 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 859 Welltower shares in Q2 2022, an estimated $82.6K.
Aaron Wealth Advisors first reported a position in Welltower in Q1 2022 and held it in 1 quarter.
Aaron Wealth Advisors's Welltower position peaked at $82.6K in Q1 2022.
817 funds tracked by Wall St. Rank held Welltower as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.