Enterprise Trust & Investment’s Welltower WELL Stock Holding History

Enterprise Trust & Investment’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
2022 Q2	$5K	Buy	+63	New	+$5.61K	﹤0.01%	282

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Enterprise Trust & Investment's WELL Position: Q2 2022 in Review

Enterprise Trust & Investment opened a new position in Welltower (WELL) in Q2 2022: 63 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #282 among its holdings.

817 funds tracked by Wall St. Rank hold WELL as of Q2 2022.

Enterprise Trust & Investment held 63 shares of Welltower worth $5K as of Q2 2022.
Welltower was a new Enterprise Trust & Investment position in Q2 2022.
Welltower made up ﹤0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #282 holding.
817 funds tracked by Wall St. Rank held Welltower as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.