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Elevated Capital Advisors’s Welltower WELL Stock Holding History

Elevated Capital Advisors’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
2019
Q4 		$232K Buy
+2,834
New +$243K 0.26% 106
2019
Q1 		$362K Buy
+7,449
New +$559K 0.24% 114

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Elevated Capital Advisors's WELL Position: Q4 2019 in Review

Elevated Capital Advisors opened a new position in Welltower (WELL) in Q4 2019: 2,834 shares worth $232K. The stake represents 0.26% of the portfolio and ranks #106 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in WELL as recently as Q1 2019.

Elevated Capital Advisors first reported a position in WELL in Q1 2019 and has held it in 2 quarters since. The position peaked at $362K in Q1 2019. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

  • Elevated Capital Advisors held 2,834 shares of Welltower worth $232K as of Q4 2019.
  • Welltower was a new Elevated Capital Advisors position in Q4 2019.
  • Welltower made up 0.26% of Elevated Capital Advisors's portfolio in Q4 2019, its #106 holding.
  • Elevated Capital Advisors first reported a position in Welltower in Q1 2019 and has held it in 2 quarters since.
  • Elevated Capital Advisors's Welltower position peaked at $362K in Q1 2019.
  • 861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on Elevated Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.