Alberta Investment Management Corp (AIMCo)’s Welltower WELL Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2024 Q2	–	Sell	-11,700	Closed	-$1.09M	–	1040
2024 Q1	$1.09M	Hold	11,700	–	–	0.01%	630
2023 Q4	$1.05M	Hold	11,700	–	–	0.01%	628
2023 Q3	$958K	Hold	11,700	–	–	0.01%	650
2023 Q2	$946K	Hold	11,700	–	–	0.01%	763
2023 Q1	$839K	Buy	+11,700	New	+$849K	0.01%	811
2021 Q4	–	Sell	-200,000	Closed	-$16.5M	–	1026
2021 Q3	$16.5M	Buy	+200,000	New	+$17.2M	0.14%	152
2020 Q2	–	Sell	-60,400	Closed	-$2.77M	–	1141
2020 Q1	$2.77M	Buy	+60,400	New	+$4.46M	0.05%	370

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s WELL Position: Q2 2024 in Review

Alberta Investment Management Corp (AIMCo) sold out of Welltower (WELL) in Q2 2024, closing a stake of 11,700 shares — an estimated $1.09M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in WELL in Q1 2020 and held it in 7 quarters. The position peaked at $16.5M in Q3 2021. 996 funds tracked by Wall St. Rank hold WELL as of Q2 2024.

Alberta Investment Management Corp (AIMCo) reported no remaining Welltower position as of Q2 2024 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 11,700 Welltower shares in Q2 2024, an estimated $1.09M.
Alberta Investment Management Corp (AIMCo) first reported a position in Welltower in Q1 2020 and held it in 7 quarters.
Alberta Investment Management Corp (AIMCo)'s Welltower position peaked at $16.5M in Q3 2021.
996 funds tracked by Wall St. Rank held Welltower as of Q2 2024.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2024, filed 13 Aug 2024.