BDO Wealth Advisors’s Welltower WELL Stock Holding History

BDO Wealth 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
2023 Q2	$17.1K	Buy	211 +45	+27%	+$3.47K	﹤0.01%	602
2023 Q1	$11.9K	Hold	166	–	–	﹤0.01%	671
2022 Q4	$10.9K	Hold	166	–	–	﹤0.01%	670
2022 Q3	$11K	Hold	166	–	–	﹤0.01%	698
2022 Q2	$14K	Hold	166	–	–	﹤0.01%	629
2022 Q1	$16K	Hold	166	–	–	﹤0.01%	644
2021 Q4	$14K	Hold	166	–	–	﹤0.01%	695
2021 Q3	$14K	Hold	166	–	–	﹤0.01%	682
2021 Q2	$14K	Hold	166	–	–	﹤0.01%	704
2021 Q1	$12K	Hold	166	–	–	﹤0.01%	714
2020 Q4	$11K	Hold	166	–	–	﹤0.01%	543
2020 Q3	$9K	Hold	166	–	–	﹤0.01%	505
2020 Q2	$9K	Sell	166 -150	-47%	-$7.37K	﹤0.01%	517
2020 Q1	$14K	Sell	316 -125	-28%	-$9.22K	﹤0.01%	512
2019 Q4	$36K	Sell	441 -125	-22%	-$10.7K	0.01%	336
2019 Q3	$51K	Hold	566	–	–	0.01%	311
2019 Q2	$46K	Sell	566 -300	-35%	-$23.6K	0.01%	315
2019 Q1	$67K	Hold	866	–	–	0.02%	254
2018 Q4	$60K	Buy	866 +616	+246%	+$41.9K	0.02%	247
2018 Q3	$16K	Hold	250	–	–	0.01%	409
2018 Q2	$16K	Buy	+250	New	+$13.9K	0.01%	409

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

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

BDO Wealth Advisors's WELL Position: Q2 2023 in Review

BDO Wealth Advisors increased its Welltower (WELL) stake by 27% in Q2 2023, buying an estimated $3.47K and bringing the position to 211 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

BDO Wealth Advisors first reported a position in WELL in Q2 2018 and has held it in 21 quarters since. The position peaked at $67K in Q1 2019. 812 funds tracked by Wall St. Rank hold WELL as of Q2 2023.

BDO Wealth Advisors held 211 shares of Welltower worth $17.1K as of Q2 2023.
BDO Wealth Advisors bought 45 Welltower shares in Q2 2023, an estimated $3.47K.
Welltower made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #602 holding.
BDO Wealth Advisors first reported a position in Welltower in Q2 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's Welltower position peaked at $67K in Q1 2019.
812 funds tracked by Wall St. Rank held Welltower as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.