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Alpha DNA Investment Management’s Welltower WELL Stock Holding History

Alpha DNA Investment 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
2021
Q2 		– Sell
-800
Closed -$57K – 655
2021
Q1 		$57K Hold
800
– – 0.07% 155
2020
Q4 		$51K Buy
+800
New +$48.6K 0.05% 181

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alpha DNA Investment Management's WELL Position: Q2 2021 in Review

Alpha DNA Investment Management sold out of Welltower (WELL) in Q2 2021, closing a stake of 800 shares — an estimated $57K sold.

Alpha DNA Investment Management first reported a position in WELL in Q4 2020 and held it in 2 quarters. The position peaked at $57K in Q1 2021. 756 funds tracked by Wall St. Rank hold WELL as of Q2 2021.

  • Alpha DNA Investment Management reported no remaining Welltower position as of Q2 2021 after selling out during the quarter.
  • Alpha DNA Investment Management sold 800 Welltower shares in Q2 2021, an estimated $57K.
  • Alpha DNA Investment Management first reported a position in Welltower in Q4 2020 and held it in 2 quarters.
  • Alpha DNA Investment Management's Welltower position peaked at $57K in Q1 2021.
  • 756 funds tracked by Wall St. Rank held Welltower as of Q2 2021.

Based on Alpha DNA Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.