FFT Wealth Management’s Welltower WELL Stock Holding History

FFT 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
2021 Q3	–	Sell	-430	Closed	-$36K	–	241
2021 Q2	$36K	Buy	+430	New	+$32.9K	0.01%	146

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

FFT Wealth Management's WELL Position: Q3 2021 in Review

FFT Wealth Management sold out of Welltower (WELL) in Q3 2021, closing a stake of 430 shares — an estimated $36K sold.

FFT Wealth Management first reported a position in WELL in Q2 2021 and held it in 1 quarter. The position peaked at $36K in Q2 2021. 760 funds tracked by Wall St. Rank hold WELL as of Q3 2021.

FFT Wealth Management reported no remaining Welltower position as of Q3 2021 after selling out during the quarter.
FFT Wealth Management sold 430 Welltower shares in Q3 2021, an estimated $36K.
FFT Wealth Management first reported a position in Welltower in Q2 2021 and held it in 1 quarter.
FFT Wealth Management's Welltower position peaked at $36K in Q2 2021.
760 funds tracked by Wall St. Rank held Welltower as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.