Curi Wealth Management’s Welltower WELL Stock Holding History

Curi Wealth 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
2022 Q3	–	Sell	-3	Closed	–	–	699
2022 Q2	$0	Hold	3	–	–	﹤0.01%	733
2022 Q1	$0	Hold	3	–	–	﹤0.01%	662
2021 Q4	$0	Buy	+3	New	+$250	﹤0.01%	611

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

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Curi Wealth Management's WELL Position: Q3 2022 in Review

Curi Wealth Management sold out of Welltower (WELL) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in WELL in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 785 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

Curi Wealth Management reported no remaining Welltower position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 3 Welltower shares in Q3 2022.
Curi Wealth Management first reported a position in Welltower in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's Welltower position peaked at $0 in Q2 2022.
785 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.