Accel Wealth Management’s Welltower WELL Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-1,005	Closed	-$72K	–	875
2023 Q1	$72K	Sell	1,005 -200	-17%	-$14.5K	0.03%	397
2022 Q4	$79K	Hold	1,205	–	–	0.04%	275
2022 Q3	$78K	Buy	1,205 +90	+8%	+$7.04K	0.04%	283
2022 Q2	$91K	Sell	1,115 -97	-8%	-$8.63K	0.05%	253
2022 Q1	$119K	Buy	1,212 +2	+0.2%	+$174	0.06%	234
2021 Q4	$104K	Buy	1,210 +279	+30%	+$23.3K	0.05%	253
2021 Q3	$77K	Sell	931 -700	-43%	-$60.2K	0.05%	258
2021 Q2	$136K	Sell	1,631 -14	-0.9%	-$1.07K	0.09%	196
2021 Q1	$118K	Sell	1,645 -121	-7%	-$8.13K	0.1%	190
2020 Q4	$114K	Buy	+1,766	New	+$107K	0.11%	188

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Accel Wealth Management's WELL Position: Q2 2023 in Review

Accel Wealth Management sold out of Welltower (WELL) in Q2 2023, closing a stake of 1,005 shares — an estimated $72K sold.

Accel Wealth Management first reported a position in WELL in Q4 2020 and held it in 10 quarters. The position peaked at $136K in Q2 2021. 812 funds tracked by Wall St. Rank hold WELL as of Q2 2023.

Accel Wealth Management reported no remaining Welltower position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,005 Welltower shares in Q2 2023, an estimated $72K.
Accel Wealth Management first reported a position in Welltower in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Welltower position peaked at $136K in Q2 2021.
812 funds tracked by Wall St. Rank held Welltower as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.