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Beverly Hills Private Wealth’s Welltower WELL Stock Holding History

Beverly Hills Private Wealth’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
Q4 		– Sell
-3,164
Closed -$259K – 356
2023
Q3 		$259K Sell
3,164
-3,128
-50% -$257K 0.08% 244
2023
Q2 		$518K Buy
6,292
+2,870
+84% +$221K 0.09% 226
2023
Q1 		$245K Buy
+3,422
New +$248K 0.08% 239

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beverly Hills Private Wealth's WELL Position: Q4 2023 in Review

Beverly Hills Private Wealth sold out of Welltower (WELL) in Q4 2023, closing a stake of 3,164 shares — an estimated $259K sold.

Beverly Hills Private Wealth first reported a position in WELL in Q1 2023 and held it in 3 quarters. The position peaked at $518K in Q2 2023. 933 funds tracked by Wall St. Rank hold WELL as of Q4 2023.

  • Beverly Hills Private Wealth reported no remaining Welltower position as of Q4 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,164 Welltower shares in Q4 2023, an estimated $259K.
  • Beverly Hills Private Wealth first reported a position in Welltower in Q1 2023 and held it in 3 quarters.
  • Beverly Hills Private Wealth's Welltower position peaked at $518K in Q2 2023.
  • 933 funds tracked by Wall St. Rank held Welltower as of Q4 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.