AIP
WELL icon

Ahrens Investment Partners’s Welltower WELL Stock Holding History

Ahrens Investment Partners’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
Q1 		$6.24K Buy
+87
New +$6.31K ﹤0.01% 725
2022
Q3 		– Sell
-87
Closed -$7K – 915
2022
Q2 		$7K Hold
87
– – ﹤0.01% 725
2022
Q1 		$8K Hold
87
– – ﹤0.01% 784
2021
Q4 		$7K Buy
+87
New +$7.25K ﹤0.01% 829

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ahrens Investment Partners's WELL Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Welltower (WELL) in Q1 2023: 87 shares worth $6.24K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in WELL as recently as Q2 2022.

Ahrens Investment Partners first reported a position in WELL in Q4 2021 and has held it in 4 quarters since. The position peaked at $8K in Q1 2022. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

  • Ahrens Investment Partners held 87 shares of Welltower worth $6.24K as of Q1 2023.
  • Welltower was a new Ahrens Investment Partners position in Q1 2023.
  • Welltower made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #725 holding.
  • Ahrens Investment Partners first reported a position in Welltower in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Welltower position peaked at $8K in Q1 2022.
  • 775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.