APA
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American Portfolios Advisors’s Welltower WELL Stock Holding History

American Portfolios 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
2022
Q3 		$187K Sell
2,913
-77
-3% -$6.02K 0.01% 1040
2022
Q2 		$246K Sell
2,990
-138
-4% -$12.3K 0.01% 954
2022
Q1 		$301K Sell
3,128
-1
-0% -$87 0.01% 972
2021
Q4 		$268K Sell
3,129
-115
-4% -$9.59K 0.01% 1005
2021
Q3 		$267K Sell
3,244
-119
-4% -$10.2K 0.01% 991
2021
Q2 		$279K Sell
3,363
-106
-3% -$8.11K 0.01% 972
2021
Q1 		$248K Sell
3,469
-320
-8% -$21.5K 0.01% 936
2020
Q4 		$245K Sell
3,789
-567
-13% -$34.4K 0.01% 817
2020
Q3 		$240K Sell
4,356
-860
-16% -$47.2K 0.01% 732
2020
Q2 		$270K Sell
5,216
-2,643
-34% -$130K 0.02% 637
2020
Q1 		$360K Sell
7,859
-3,301
-30% -$244K 0.03% 458
2019
Q4 		$913K Buy
11,160
+300
+3% +$25.7K 0.06% 285
2019
Q3 		$984K Buy
10,860
+61
+0.6% +$5.31K 0.08% 241
2019
Q2 		$880K Buy
10,799
+1,464
+16% +$115K 0.07% 260
2019
Q1 		$724K Buy
9,335
+2,025
+28% +$152K 0.07% 269
2018
Q4 		$507K Buy
7,310
+541
+8% +$36.8K 0.06% 276
2018
Q3 		$435K Buy
6,769
+1,473
+28% +$95.1K 0.05% 357
2018
Q2 		$332K Buy
5,296
+4,689
+772% +$261K 0.05% 384
2018
Q1 		$33K Sell
607
-551
-48% -$31.1K ﹤0.01% 1199
2017
Q4 		$73.9K Buy
+1,158
New +$77.7K 0.01% 846

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

American Portfolios Advisors's WELL Position: Q3 2022 in Review

American Portfolios Advisors reduced its Welltower (WELL) stake by 2.6% in Q3 2022, selling an estimated $6.02K and leaving 2,913 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #1040.

American Portfolios Advisors first reported a position in WELL in Q4 2017 and has held it in 20 quarters since. The position peaked at $984K in Q3 2019. 786 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

  • American Portfolios Advisors held 2,913 shares of Welltower worth $187K as of Q3 2022.
  • American Portfolios Advisors sold 77 Welltower shares in Q3 2022, an estimated $6.02K.
  • Welltower made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1040 holding.
  • American Portfolios Advisors first reported a position in Welltower in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Welltower position peaked at $984K in Q3 2019.
  • 786 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.