Better Money Decisions’s Welltower WELL Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-251	Closed	-$21K	–	448
2022 Q2	$21K	Buy	+251	New	+$22.3K	0.02%	220
2021 Q4	–	Sell	-504	Closed	-$42K	–	579
2021 Q3	$42K	Buy	504 +2	+0.4%	+$172	0.03%	175
2021 Q2	$42K	Buy	502 +2	+0.4%	+$153	0.04%	167
2021 Q1	$36K	Buy	+500	New	+$33.6K	0.04%	152

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Better Money Decisions's WELL Position: Q3 2022 in Review

Better Money Decisions sold out of Welltower (WELL) in Q3 2022, closing a stake of 251 shares — an estimated $21K sold.

Better Money Decisions first reported a position in WELL in Q1 2021 and held it in 4 quarters. The position peaked at $42K in Q3 2021. 785 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

Better Money Decisions reported no remaining Welltower position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 251 Welltower shares in Q3 2022, an estimated $21K.
Better Money Decisions first reported a position in Welltower in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Welltower position peaked at $42K in Q3 2021.
785 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.