First Capital Advisors Group’s Welltower WELL Stock Holding History

First Capital Advisors Group’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
2023 Q2	$25.6K	Buy	+317	New	+$24.4K	0.01%	384
2018 Q2	–	Sell	-186	Closed	-$10K	–	766
2018 Q1	$10K	Buy	+186	New	+$10.5K	0.01%	548

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

First Capital Advisors Group's WELL Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Welltower (WELL) in Q2 2023: 317 shares worth $25.6K. The stake represents 0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in WELL as recently as Q1 2018.

First Capital Advisors Group first reported a position in WELL in Q1 2018 and has held it in 2 quarters since. 812 funds tracked by Wall St. Rank hold WELL as of Q2 2023.

First Capital Advisors Group held 317 shares of Welltower worth $25.6K as of Q2 2023.
Welltower was a new First Capital Advisors Group position in Q2 2023.
Welltower made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #384 holding.
First Capital Advisors Group first reported a position in Welltower in Q1 2018 and has held it in 2 quarters since.
812 funds tracked by Wall St. Rank held Welltower as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.