Disciplined Investments’s Welltower WELL Stock Holding History

Disciplined 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 Q3	–	Sell	-387	Closed	-$31.3K	–	1541
2023 Q2	$31.3K	Hold	387	–	–	0.02%	239
2023 Q1	$27.7K	Hold	387	–	–	0.01%	279
2022 Q4	$25.4K	Hold	387	–	–	0.01%	268
2022 Q3	$25K	Hold	387	–	–	0.01%	289
2022 Q2	$32K	Hold	387	–	–	0.01%	267
2022 Q1	$37K	Buy	+387	New	+$33.6K	0.02%	259

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Disciplined Investments's WELL Position: Q3 2023 in Review

Disciplined Investments sold out of Welltower (WELL) in Q3 2023, closing a stake of 387 shares — an estimated $31.3K sold.

Disciplined Investments first reported a position in WELL in Q1 2022 and held it in 6 quarters. The position peaked at $37K in Q1 2022. 827 funds tracked by Wall St. Rank hold WELL as of Q3 2023.

Disciplined Investments reported no remaining Welltower position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 387 Welltower shares in Q3 2023, an estimated $31.3K.
Disciplined Investments first reported a position in Welltower in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Welltower position peaked at $37K in Q1 2022.
827 funds tracked by Wall St. Rank held Welltower as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.