Aviance Capital Partners’s Welltower WELL Stock Holding History

Aviance Capital 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
2023 Q1	–	Sell	-6,270	Closed	-$411K	–	283
2022 Q4	$411K	Buy	6,270 +2,500	+66%	+$161K	0.1%	191
2022 Q3	$242K	Sell	3,770 -2,000	-35%	-$156K	0.06%	231
2022 Q2	$475K	Buy	+5,770	New	+$513K	0.11%	179

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Aviance Capital Partners's WELL Position: Q1 2023 in Review

Aviance Capital Partners sold out of Welltower (WELL) in Q1 2023, closing a stake of 6,270 shares — an estimated $411K sold.

Aviance Capital Partners first reported a position in WELL in Q2 2022 and held it in 3 quarters. The position peaked at $475K in Q2 2022. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

Aviance Capital Partners reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
Aviance Capital Partners sold 6,270 Welltower shares in Q1 2023, an estimated $411K.
Aviance Capital Partners first reported a position in Welltower in Q2 2022 and held it in 3 quarters.
Aviance Capital Partners's Welltower position peaked at $475K in Q2 2022.
775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

Based on Aviance Capital Partners's 13F filing for Q1 2023, filed 11 May 2023.