EA Series Trust’s Welltower WELL Stock Holding History

EA Series Trust’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 Q2	$282K	Buy	+3,482	New	+$268K	0.01%	983

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

EA Series Trust's WELL Position: Q2 2023 in Review

EA Series Trust opened a new position in Welltower (WELL) in Q2 2023: 3,482 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #983 among its holdings.

812 funds tracked by Wall St. Rank hold WELL as of Q2 2023.

EA Series Trust held 3,482 shares of Welltower worth $282K as of Q2 2023.
Welltower was a new EA Series Trust position in Q2 2023.
Welltower made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #983 holding.
812 funds tracked by Wall St. Rank held Welltower as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.