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	-82,584	Closed	-$859K	–	844
2022 Q1	$859K	Buy	+82,584	New	+$7.17M	0.01%	380

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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 82,584 shares — an estimated $859K sold.

Aaron Wealth Advisors first reported a position in WELL in Q1 2022 and held it in 1 quarter. The position peaked at $859K 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 82,584 Welltower shares in Q2 2022, an estimated $859K.
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 $859K 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.