EPG Wealth Management’s Welltower WELL Stock Holding History

EPG Wealth Management’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
2020 Q2	–	Sell	-112	Closed	-$5K	–	775
2020 Q1	$5K	Buy	112 +3	+3%	+$221	﹤0.01%	608
2019 Q4	$9K	Buy	+109	New	+$9.33K	0.01%	444

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EPG Wealth Management's WELL Position: Q2 2020 in Review

EPG Wealth Management sold out of Welltower (WELL) in Q2 2020, closing a stake of 112 shares — an estimated $5K sold.

EPG Wealth Management first reported a position in WELL in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

EPG Wealth Management reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 112 Welltower shares in Q2 2020, an estimated $5K.
EPG Wealth Management first reported a position in Welltower in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's Welltower position peaked at $9K in Q4 2019.
731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.