FourThought Financial’s Welltower WELL Stock Holding History

FourThought Financial’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 Q3	$87K	Buy	1,356 +30	+2%	+$2.35K	0.01%	469
2022 Q2	$109K	Sell	1,326 -681	-34%	-$60.6K	0.02%	419
2022 Q1	$193K	Sell	2,007 -657	-25%	-$57.1K	0.02%	341
2021 Q4	$228K	Sell	2,664 -538	-17%	-$44.9K	0.03%	326
2021 Q3	$263K	Sell	3,202 -2,098	-40%	-$180K	0.04%	294
2021 Q2	$440K	Buy	5,300 +1,045	+25%	+$80K	0.06%	227
2021 Q1	$304K	Buy	4,255 +87	+2%	+$5.84K	0.04%	283
2020 Q4	$269K	Buy	+4,168	New	+$253K	0.04%	287

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

FourThought Financial's WELL Position: Q3 2022 in Review

FourThought Financial increased its Welltower (WELL) stake by 2.3% in Q3 2022, buying an estimated $2.35K and bringing the position to 1,356 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #469.

FourThought Financial first reported a position in WELL in Q4 2020 and has held it in 8 quarters since. The position peaked at $440K in Q2 2021. 786 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

FourThought Financial held 1,356 shares of Welltower worth $87K as of Q3 2022.
FourThought Financial bought 30 Welltower shares in Q3 2022, an estimated $2.35K.
Welltower made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #469 holding.
FourThought Financial first reported a position in Welltower in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Welltower position peaked at $440K in Q2 2021.
786 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.