Brass Tax Wealth Management’s Welltower WELL Stock Holding History

Brass Tax Wealth Management’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
2024 Q3	–	Sell	-5,233	Closed	-$546K	–	239
2024 Q2	$546K	Buy	+5,233	New	+$513K	0.11%	87

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brass Tax Wealth Management's WELL Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of Welltower (WELL) in Q3 2024, closing a stake of 5,233 shares — an estimated $546K sold.

Brass Tax Wealth Management first reported a position in WELL in Q2 2024 and held it in 1 quarter. The position peaked at $546K in Q2 2024. 1,062 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

Brass Tax Wealth Management reported no remaining Welltower position as of Q3 2024 after selling out during the quarter.
Brass Tax Wealth Management sold 5,233 Welltower shares in Q3 2024, an estimated $546K.
Brass Tax Wealth Management first reported a position in Welltower in Q2 2024 and held it in 1 quarter.
Brass Tax Wealth Management's Welltower position peaked at $546K in Q2 2024.
1,062 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.