Alpha Paradigm Partners’s Welltower WELL Stock Holding History

Alpha Paradigm 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
2022 Q4	$347K	Sell	5,296 -1,599	-23%	-$103K	0.14%	223
2022 Q3	$443K	Buy	6,895 +6,726	+3,980%	+$526K	0.19%	180
2022 Q2	$14K	Sell	169 -3,207	-95%	-$285K	0.01%	474
2022 Q1	$325K	Sell	3,376 -2,429	-42%	-$211K	0.13%	254
2021 Q4	$498K	Hold	5,805	–	–	0.2%	164
2021 Q3	$478K	Buy	5,805 +1,446	+33%	+$124K	0.19%	182
2021 Q2	$362K	Buy	+4,359	New	+$334K	0.14%	258

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Alpha Paradigm Partners's WELL Position: Q4 2022 in Review

Alpha Paradigm Partners reduced its Welltower (WELL) stake by 23% in Q4 2022, selling an estimated $103K and leaving 5,296 shares worth $347K. The position accounts for 0.14% of the portfolio, ranked #223.

Alpha Paradigm Partners first reported a position in WELL in Q2 2021 and has held it in 7 quarters since. The position peaked at $498K in Q4 2021. 798 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

Alpha Paradigm Partners held 5,296 shares of Welltower worth $347K as of Q4 2022.
Alpha Paradigm Partners sold 1,599 Welltower shares in Q4 2022, an estimated $103K.
Welltower made up 0.14% of Alpha Paradigm Partners's portfolio in Q4 2022, its #223 holding.
Alpha Paradigm Partners first reported a position in Welltower in Q2 2021 and has held it in 7 quarters since.
Alpha Paradigm Partners's Welltower position peaked at $498K in Q4 2021.
798 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.