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Berman Capital Advisors’s Welltower WELL Stock Holding History

Berman Capital 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
Q3 		$159K Buy
1,937
+681
+54% +$58.5K 0.03% 322
2021
Q2 		$104K Buy
1,256
+263
+26% +$20.1K 0.02% 375
2021
Q1 		$71K Buy
993
+358
+56% +$24K 0.01% 374
2020
Q4 		$41K Buy
635
+79
+14% +$4.79K 0.01% 462
2020
Q3 		$30K Sell
556
-2
-0.4% -$110 0.01% 481
2020
Q2 		$28K Sell
558
-364
-39% -$17.9K 0.01% 459
2020
Q1 		$41K Buy
922
+265
+40% +$19.6K 0.01% 328
2019
Q4 		$53K Buy
657
+2
+0.3% +$171 0.02% 318
2019
Q3 		$59K Buy
655
+1
+0.2% +$87 0.02% 280
2019
Q2 		$53K Buy
654
+1
+0.2% +$79 0.02% 293
2019
Q1 		$50K Buy
653
+15
+2% +$1.13K 0.02% 270
2018
Q4 		$43K Buy
+638
New +$43.4K 0.02% 267

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's WELL Position: Q3 2021 in Review

Berman Capital Advisors increased its Welltower (WELL) stake by 54% in Q3 2021, buying an estimated $58.5K and bringing the position to 1,937 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #322.

Berman Capital Advisors first reported a position in WELL in Q4 2018 and has held it in 12 quarters since. 761 funds tracked by Wall St. Rank hold WELL as of Q3 2021.

  • Berman Capital Advisors held 1,937 shares of Welltower worth $159K as of Q3 2021.
  • Berman Capital Advisors bought 681 Welltower shares in Q3 2021, an estimated $58.5K.
  • Welltower made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #322 holding.
  • Berman Capital Advisors first reported a position in Welltower in Q4 2018 and has held it in 12 quarters since.
  • 761 funds tracked by Wall St. Rank held Welltower as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.