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Blueprint Investment Partners’s Welltower WELL Stock Holding History

Blueprint Investment Partners’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
-3,085
Closed -$253K – 152
2023
Q3 		$253K Sell
3,085
-98
-3% -$8.06K 0.08% 98
2023
Q2 		$257K Sell
3,183
-397
-11% -$30.6K 0.09% 129
2023
Q1 		$257K Buy
+3,580
New +$260K 0.06% 200
2022
Q3 		– Sell
-2,435
Closed -$201K – 191
2022
Q2 		$201K Sell
2,435
-258
-10% -$23K 0.05% 139
2022
Q1 		$259K Sell
2,693
-1,584
-37% -$138K 0.07% 143
2021
Q4 		$367K Buy
4,277
+971
+29% +$80.9K 0.09% 143
2021
Q3 		$272K Buy
+3,306
New +$284K 0.14% 104

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

Blueprint Investment Partners's WELL Position: Q4 2023 in Review

Blueprint Investment Partners sold out of Welltower (WELL) in Q4 2023, closing a stake of 3,085 shares — an estimated $253K sold.

Blueprint Investment Partners first reported a position in WELL in Q3 2021 and held it in 7 quarters. The position peaked at $367K in Q4 2021. 933 funds tracked by Wall St. Rank hold WELL as of Q4 2023.

  • Blueprint Investment Partners reported no remaining Welltower position as of Q4 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 3,085 Welltower shares in Q4 2023, an estimated $253K.
  • Blueprint Investment Partners first reported a position in Welltower in Q3 2021 and held it in 7 quarters.
  • Blueprint Investment Partners's Welltower position peaked at $367K in Q4 2021.
  • 933 funds tracked by Wall St. Rank held Welltower as of Q4 2023.

Based on Blueprint Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.