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Alera Investment Advisors’s Welltower WELL Stock Holding History

Alera Investment 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
2024
Q3 		$272K Buy
+2,121
New +$247K 0.03% 218
2019
Q2 		– Sell
-253
Closed -$20K – 1008
2019
Q1 		$20K Buy
253
+46
+22% +$3.45K 0.01% 302
2018
Q4 		$14K Buy
+207
New +$14.1K 0.01% 366

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's WELL Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Welltower (WELL) in Q3 2024: 2,121 shares worth $272K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in WELL as recently as Q1 2019.

Alera Investment Advisors first reported a position in WELL in Q4 2018 and has held it in 3 quarters since. 1,059 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

  • Alera Investment Advisors held 2,121 shares of Welltower worth $272K as of Q3 2024.
  • Welltower was a new Alera Investment Advisors position in Q3 2024.
  • Welltower made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #218 holding.
  • Alera Investment Advisors first reported a position in Welltower in Q4 2018 and has held it in 3 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.