Brian C. Broderick’s Welltower WELL Stock Holding History

Brian C. Broderick’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 Q3	–	Sell	-18,500	Closed	-$1.5M	–	83
2023 Q2	$1.5M	Hold	18,500	–	–	0.39%	44
2023 Q1	$1.33M	Hold	18,500	–	–	0.37%	46
2022 Q4	$1.21M	Hold	18,500	–	–	0.36%	44
2022 Q3	$1.19M	Buy	18,500 +3,500	+23%	+$274K	0.37%	48
2022 Q2	$1.24M	Hold	15,000	–	–	0.37%	48
2022 Q1	$1.44M	Buy	15,000 +5,090	+51%	+$442K	0.37%	47
2021 Q4	$850K	Hold	9,910	–	–	0.2%	52
2021 Q3	$817K	Hold	9,910	–	–	0.22%	53
2021 Q2	$824K	Hold	9,910	–	–	0.22%	52
2021 Q1	$710K	Hold	9,910	–	–	0.2%	53
2020 Q4	$640K	Hold	9,910	–	–	0.19%	54
2020 Q3	$546K	Sell	9,910 -10,325	-51%	-$567K	0.17%	60
2020 Q2	$1.05M	Hold	20,235	–	–	0.35%	53
2020 Q1	$926K	Hold	20,235	–	–	0.37%	53
2019 Q4	$1.66M	Hold	20,235	–	–	0.54%	48
2019 Q3	$1.83M	Buy	20,235 +4,235	+26%	+$369K	0.63%	47
2019 Q2	$1.3M	Hold	16,000	–	–	0.46%	51
2019 Q1	$1.24M	Buy	16,000 +6,000	+60%	+$450K	0.44%	52
2018 Q4	$694K	Hold	10,000	–	–	0.29%	57
2018 Q3	$643K	Hold	10,000	–	–	0.22%	60
2018 Q2	$627K	Hold	10,000	–	–	0.23%	61
2018 Q1	$544K	Hold	10,000	–	–	0.2%	64
2017 Q4	$638K	Buy	+10,000	New	+$671K	0.23%	61

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brian C. Broderick's WELL Position: Q3 2023 in Review

Brian C. Broderick sold out of Welltower (WELL) in Q3 2023, closing a stake of 18,500 shares — an estimated $1.5M sold.

Brian C. Broderick first reported a position in WELL in Q4 2017 and held it in 23 quarters. The position peaked at $1.83M in Q3 2019. 827 funds tracked by Wall St. Rank hold WELL as of Q3 2023.

Brian C. Broderick reported no remaining Welltower position as of Q3 2023 after selling out during the quarter.
Brian C. Broderick sold 18,500 Welltower shares in Q3 2023, an estimated $1.5M.
Brian C. Broderick first reported a position in Welltower in Q4 2017 and held it in 23 quarters.
Brian C. Broderick's Welltower position peaked at $1.83M in Q3 2019.
827 funds tracked by Wall St. Rank held Welltower as of Q3 2023.

Based on Brian C. Broderick's 13F filing for Q3 2023, filed 14 Nov 2023.