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Capital Directions Investment Advisors’s Welltower WELL Stock Holding History

Capital Directions Investment Advisors’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
2021
Q3 		– Sell
-90
Closed -$8K – 273
2021
Q2 		$8K Buy
+90
New +$6.89K ﹤0.01% 216
2020
Q1 		– Sell
-500
Closed -$41K – 247
2019
Q4 		$41K Hold
500
– – 0.01% 148
2019
Q3 		$45K Buy
+500
New +$43.5K 0.01% 134

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Directions Investment Advisors's WELL Position: Q3 2021 in Review

Capital Directions Investment Advisors sold out of Welltower (WELL) in Q3 2021, closing a stake of 90 shares — an estimated $8K sold.

Capital Directions Investment Advisors first reported a position in WELL in Q3 2019 and held it in 3 quarters. The position peaked at $45K in Q3 2019. 760 funds tracked by Wall St. Rank hold WELL as of Q3 2021.

  • Capital Directions Investment Advisors reported no remaining Welltower position as of Q3 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 90 Welltower shares in Q3 2021, an estimated $8K.
  • Capital Directions Investment Advisors first reported a position in Welltower in Q3 2019 and held it in 3 quarters.
  • Capital Directions Investment Advisors's Welltower position peaked at $45K in Q3 2019.
  • 760 funds tracked by Wall St. Rank held Welltower as of Q3 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.