Bayesian Capital Management’s Welltower WELL Stock Holding History

Bayesian Capital 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
2023 Q3	–	Sell	-16,508	Closed	-$1.34M	–	1036
2023 Q2	$1.34M	Buy	+16,508	New	+$1.27M	0.14%	192
2023 Q1	–	Sell	-27,200	Closed	-$1.78M	–	1120
2022 Q4	$1.78M	Buy	+27,200	New	+$1.75M	0.26%	79
2022 Q2	–	Sell	-18,700	Closed	-$1.8M	–	1112
2022 Q1	$1.8M	Buy	+18,700	New	+$1.62M	0.27%	90
2020 Q3	–	Sell	-21,500	Closed	-$1.11M	–	711
2020 Q2	$1.11M	Sell	21,500 -2,945	-12%	-$145K	0.25%	114
2020 Q1	$1.12M	Buy	+24,445	New	+$1.8M	0.24%	103
2018 Q1	–	Sell	-9,900	Closed	-$631K	–	841
2017 Q4	$631K	Sell	9,900 -1,813	-15%	-$122K	0.13%	271
2017 Q3	$823K	Buy	+11,713	New	+$852K	0.2%	166

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bayesian Capital Management's WELL Position: Q3 2023 in Review

Bayesian Capital Management sold out of Welltower (WELL) in Q3 2023, closing a stake of 16,508 shares — an estimated $1.34M sold.

Bayesian Capital Management first reported a position in WELL in Q3 2017 and held it in 7 quarters. The position peaked at $1.8M in Q1 2022. 827 funds tracked by Wall St. Rank hold WELL as of Q3 2023.

Bayesian Capital Management reported no remaining Welltower position as of Q3 2023 after selling out during the quarter.
Bayesian Capital Management sold 16,508 Welltower shares in Q3 2023, an estimated $1.34M.
Bayesian Capital Management first reported a position in Welltower in Q3 2017 and held it in 7 quarters.
Bayesian Capital Management's Welltower position peaked at $1.8M in Q1 2022.
827 funds tracked by Wall St. Rank held Welltower as of Q3 2023.

Based on Bayesian Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.