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Clear Creek Financial Management’s Welltower WELL Stock Holding History

Clear Creek Financial 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
2021
Q1 		– Sell
-10,178
Closed -$657K – 265
2020
Q4 		$657K Buy
+10,178
New +$618K 0.13% 157
2020
Q3 		– Sell
-4,735
Closed -$245K – 262
2020
Q2 		$245K Buy
+4,735
New +$233K 0.06% 204

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Clear Creek Financial Management's WELL Position: Q1 2021 in Review

Clear Creek Financial Management sold out of Welltower (WELL) in Q1 2021, closing a stake of 10,178 shares — an estimated $657K sold.

Clear Creek Financial Management first reported a position in WELL in Q2 2020 and held it in 2 quarters. The position peaked at $657K in Q4 2020. 734 funds tracked by Wall St. Rank hold WELL as of Q1 2021.

  • Clear Creek Financial Management reported no remaining Welltower position as of Q1 2021 after selling out during the quarter.
  • Clear Creek Financial Management sold 10,178 Welltower shares in Q1 2021, an estimated $657K.
  • Clear Creek Financial Management first reported a position in Welltower in Q2 2020 and held it in 2 quarters.
  • Clear Creek Financial Management's Welltower position peaked at $657K in Q4 2020.
  • 734 funds tracked by Wall St. Rank held Welltower as of Q1 2021.

Based on Clear Creek Financial Management's 13F filing for Q1 2021, filed 23 Apr 2021.