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Degroof Petercam Asset Management’s Welltower WELL Stock Holding History

Degroof Petercam Asset 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
2024
Q1 		$8.43M Buy
90,200
+10,500
+13% +$951K 0.1% 149
2023
Q4 		$7.19M Buy
+79,700
New +$6.91M 0.09% 173

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Degroof Petercam Asset Management's WELL Position: Q1 2024 in Review

Degroof Petercam Asset Management increased its Welltower (WELL) stake by 13% in Q1 2024, buying an estimated $951K and bringing the position to 90,200 shares worth $8.43M. The position accounts for 0.1% of the portfolio, ranked #149.

Degroof Petercam Asset Management first reported a position in WELL in Q4 2023 and has held it in 2 quarters since. 964 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

  • Degroof Petercam Asset Management held 90,200 shares of Welltower worth $8.43M as of Q1 2024.
  • Degroof Petercam Asset Management bought 10,500 Welltower shares in Q1 2024, an estimated $951K.
  • Welltower made up 0.1% of Degroof Petercam Asset Management's portfolio in Q1 2024, its #149 holding.
  • Degroof Petercam Asset Management first reported a position in Welltower in Q4 2023 and has held it in 2 quarters since.
  • 964 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Degroof Petercam Asset Management's 13F filing for Q1 2024, filed 13 May 2024.