BIMC
WELL icon

Benson Investment Management Company’s Welltower WELL Stock Holding History

Benson Investment Management Company’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
Q4 		– Sell
-43,668
Closed -$2.81M – 72
2022
Q3 		$2.81M Buy
+43,668
New +$3.41M 1.98% 31

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Benson Investment Management Company's WELL Position: Q4 2022 in Review

Benson Investment Management Company sold out of Welltower (WELL) in Q4 2022, closing a stake of 43,668 shares — an estimated $2.81M sold.

Benson Investment Management Company first reported a position in WELL in Q3 2022 and held it in 1 quarter. The position peaked at $2.81M in Q3 2022. 799 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

  • Benson Investment Management Company reported no remaining Welltower position as of Q4 2022 after selling out during the quarter.
  • Benson Investment Management Company sold 43,668 Welltower shares in Q4 2022, an estimated $2.81M.
  • Benson Investment Management Company first reported a position in Welltower in Q3 2022 and held it in 1 quarter.
  • Benson Investment Management Company's Welltower position peaked at $2.81M in Q3 2022.
  • 799 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Benson Investment Management Company's 13F filing for Q4 2022, filed 19 Jan 2023.