AGF Investments Inc’s Welltower WELL Stock Holding History

AGF Investments Inc’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	$696K	Hold	10,823	–	–	0.01%	374
2022 Q2	$891K	Hold	10,823	–	–	0.01%	355
2022 Q1	$1.04M	Buy	10,823 +1,214	+13%	+$105K	0.01%	368
2021 Q4	$824K	Hold	9,609	–	–	0.01%	447
2021 Q3	$792K	Hold	9,609	–	–	0.01%	439
2021 Q2	$799K	Buy	+9,609	New	+$736K	0.01%	446
2021 Q1	–	Sell	-6,093	Closed	-$394K	–	777
2020 Q4	$394K	Hold	6,093	–	–	﹤0.01%	497
2020 Q3	$336K	Sell	6,093 -13,664	-69%	-$750K	﹤0.01%	549
2020 Q2	$1.02M	Buy	19,757 +12,735	+181%	+$626K	0.01%	355
2020 Q1	$321K	Buy	+7,022	New	+$518K	﹤0.01%	440

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

AGF Investments Inc's WELL Position: Q3 2022 in Review

AGF Investments Inc held its Welltower (WELL) position steady in Q3 2022 at 10,823 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #374.

AGF Investments Inc first reported a position in WELL in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2022. 785 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

AGF Investments Inc held 10,823 shares of Welltower worth $696K as of Q3 2022.
AGF Investments Inc left its Welltower share count unchanged in Q3 2022.
Welltower made up 0.01% of AGF Investments Inc's portfolio in Q3 2022, its #374 holding.
AGF Investments Inc first reported a position in Welltower in Q1 2020 and has held it in 10 quarters since.
AGF Investments Inc's Welltower position peaked at $1.04M in Q1 2022.
785 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.