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Baron Silver Stevens Financial Advisors’s Welltower WELL Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-229
Closed -$14K – 481
2020
Q4 		$14K Buy
+229
New +$13.9K ﹤0.01% 233

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
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's WELL Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Welltower (WELL) in Q1 2021, closing a stake of 229 shares — an estimated $14K sold.

Baron Silver Stevens Financial Advisors first reported a position in WELL in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 734 funds tracked by Wall St. Rank hold WELL as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Welltower position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 229 Welltower shares in Q1 2021, an estimated $14K.
  • Baron Silver Stevens Financial Advisors first reported a position in Welltower in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Welltower position peaked at $14K in Q4 2020.
  • 734 funds tracked by Wall St. Rank held Welltower as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.