Castle Financial & Retirement Planning Associates’s Welltower WELL Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$24K	Buy	+300	New	+$25K	0.08%	50

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's WELL Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Welltower (WELL) in Q4 2021: 300 shares worth $24K. The stake represents 0.08% of the portfolio and ranks #50 among its holdings.

806 funds tracked by Wall St. Rank hold WELL as of Q4 2021.

Castle Financial & Retirement Planning Associates held 300 shares of Welltower worth $24K as of Q4 2021.
Welltower was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Welltower made up 0.08% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #50 holding.
806 funds tracked by Wall St. Rank held Welltower as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.