Eudaimonia Advisors’s Welltower WELL Stock Holding History

Eudaimonia 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
2024 Q1	$318K	Hold	3,406	–	–	0.17%	123
2023 Q4	$307K	Hold	3,406	–	–	0.2%	121
2023 Q3	$279K	Hold	3,406	–	–	0.2%	124
2023 Q2	$276K	Hold	3,406	–	–	0.18%	126
2023 Q1	$244K	Hold	3,406	–	–	0.16%	135
2022 Q4	$223K	Hold	3,406	–	–	0.15%	136
2022 Q3	$219K	Hold	3,406	–	–	0.15%	135
2022 Q2	$280K	Sell	3,406 -136	-4%	-$12.1K	0.19%	118
2022 Q1	$341K	Sell	3,542 -152	-4%	-$13.2K	0.2%	117
2021 Q4	$317K	Buy	+3,694	New	+$308K	0.19%	120

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

Eudaimonia Advisors's WELL Position: Q1 2024 in Review

Eudaimonia Advisors held its Welltower (WELL) position steady in Q1 2024 at 3,406 shares worth $318K. The position accounts for 0.17% of the portfolio, ranked #123.

Eudaimonia Advisors first reported a position in WELL in Q4 2021 and has held it in 10 quarters since. The position peaked at $341K in Q1 2022. 962 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

Eudaimonia Advisors held 3,406 shares of Welltower worth $318K as of Q1 2024.
Eudaimonia Advisors left its Welltower share count unchanged in Q1 2024.
Welltower made up 0.17% of Eudaimonia Advisors's portfolio in Q1 2024, its #123 holding.
Eudaimonia Advisors first reported a position in Welltower in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's Welltower position peaked at $341K in Q1 2022.
962 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.