Equitec Proprietary Markets’s Welltower WELL Stock Holding History

Equitec Proprietary Markets’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 Q1	–	Sell	-236	Closed	-$20K	–	422
2021 Q4	$20K	Buy	+236	New	+$19.7K	﹤0.01%	330
2015 Q1	–	Sell	-2,958	Closed	-$224K	–	536
2014 Q4	$224K	Buy	+2,958	New	+$211K	0.01%	279

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Equitec Proprietary Markets's WELL Position: Q1 2022 in Review

Equitec Proprietary Markets sold out of Welltower (WELL) in Q1 2022, closing a stake of 236 shares — an estimated $20K sold.

Equitec Proprietary Markets first reported a position in WELL in Q4 2014 and held it in 2 quarters. The position peaked at $224K in Q4 2014. 845 funds tracked by Wall St. Rank hold WELL as of Q1 2022.

Equitec Proprietary Markets reported no remaining Welltower position as of Q1 2022 after selling out during the quarter.
Equitec Proprietary Markets sold 236 Welltower shares in Q1 2022, an estimated $20K.
Equitec Proprietary Markets first reported a position in Welltower in Q4 2014 and held it in 2 quarters.
Equitec Proprietary Markets's Welltower position peaked at $224K in Q4 2014.
845 funds tracked by Wall St. Rank held Welltower as of Q1 2022.

Based on Equitec Proprietary Markets's 13F filing for Q1 2022, filed 22 Apr 2022.