Credit Capital Investments’s Welltower WELL Stock Holding History

Credit Capital Investments’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 Q1	–	Sell	-5,500	Closed	-$361K	–	78
2022 Q4	$361K	Buy	+5,500	New	+$354K	0.52%	37

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Credit Capital Investments's WELL Position: Q1 2023 in Review

Credit Capital Investments sold out of Welltower (WELL) in Q1 2023, closing a stake of 5,500 shares — an estimated $361K sold.

Credit Capital Investments first reported a position in WELL in Q4 2022 and held it in 1 quarter. The position peaked at $361K in Q4 2022. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

Credit Capital Investments reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
Credit Capital Investments sold 5,500 Welltower shares in Q1 2023, an estimated $361K.
Credit Capital Investments first reported a position in Welltower in Q4 2022 and held it in 1 quarter.
Credit Capital Investments's Welltower position peaked at $361K in Q4 2022.
775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

Based on Credit Capital Investments's 13F filing for Q1 2023, filed 15 May 2023.