EMFO LLC’s Welltower WELL Stock Holding History

EMFO LLC’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	–	Sell	-1,150	Closed	-$104K	–	298
2023 Q4	$104K	Hold	1,150	–	–	0.1%	118
2023 Q3	$94.2K	Hold	1,150	–	–	0.09%	126
2023 Q2	$93K	Hold	1,150	–	–	0.08%	132
2023 Q1	$82.4K	Hold	1,150	–	–	0.08%	140
2022 Q4	$75.4K	Hold	1,150	–	–	0.08%	141
2022 Q3	$74K	Hold	1,150	–	–	0.07%	157
2022 Q2	$95K	Hold	1,150	–	–	0.1%	136
2022 Q1	$111K	Hold	1,150	–	–	0.1%	139
2021 Q4	$99K	Hold	1,150	–	–	0.09%	145
2021 Q3	$95K	Hold	1,150	–	–	0.08%	156
2021 Q2	$96K	Buy	+1,150	New	+$88K	0.08%	152

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

EMFO LLC's WELL Position: Q1 2024 in Review

EMFO LLC sold out of Welltower (WELL) in Q1 2024, closing a stake of 1,150 shares — an estimated $104K sold.

EMFO LLC first reported a position in WELL in Q2 2021 and held it in 11 quarters. The position peaked at $111K in Q1 2022. 962 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

EMFO LLC reported no remaining Welltower position as of Q1 2024 after selling out during the quarter.
EMFO LLC sold 1,150 Welltower shares in Q1 2024, an estimated $104K.
EMFO LLC first reported a position in Welltower in Q2 2021 and held it in 11 quarters.
EMFO LLC's Welltower position peaked at $111K in Q1 2022.
962 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on EMFO LLC's 13F filing for Q1 2024, filed 3 May 2024.