FIM
WELL icon

Freedom Investment Management’s Welltower WELL Stock Holding History

Freedom Investment 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
2023
Q1 		– Sell
-5,144
Closed -$337K – 801
2022
Q4 		$337K Sell
5,144
-155
-3% -$9.96K 0.04% 552
2022
Q3 		$341K Buy
5,299
+52
+1% +$4.07K 0.04% 538
2022
Q2 		$432K Buy
5,247
+910
+21% +$81K 0.05% 501
2022
Q1 		$417K Buy
+4,337
New +$377K 0.04% 522
2018
Q1 		– Sell
-4,721
Closed -$301K – 1219
2017
Q4 		$301K Sell
4,721
-187
-4% -$12.6K 0.02% 885
2017
Q3 		$345K Sell
4,908
-670
-12% -$48.7K 0.02% 774
2017
Q2 		$418K Sell
5,578
-68
-1% -$4.97K 0.02% 639
2017
Q1 		$400K Sell
5,646
-5,696
-50% -$384K 0.02% 633
2016
Q4 		$759K Sell
11,342
-375
-3% -$24.8K 0.05% 344
2016
Q3 		$876K Buy
11,717
+95
+0.8% +$7.27K 0.06% 279
2016
Q2 		$885K Buy
11,622
+2,848
+32% +$202K 0.06% 246
2016
Q1 		$608K Sell
8,774
-1,054
-11% -$68K 0.04% 338
2015
Q4 		$669K Sell
9,828
-7,702
-44% -$503K 0.05% 306
2015
Q3 		$700K Buy
17,530
+10,967
+167% +$732K 0.07% 236
2015
Q2 		$431K Buy
6,563
+2,007
+44% +$144K 0.04% 385
2015
Q1 		$352K Buy
+4,556
New +$359K 0.04% 425
2014
Q1 		– Sell
-5,288
Closed -$283K – 474
2013
Q4 		$283K Buy
5,288
+1,832
+53% +$109K 0.07% 295
2013
Q3 		$216K Buy
+3,456
New +$220K 0.06% 305

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Freedom Investment Management's WELL Position: Q1 2023 in Review

Freedom Investment Management sold out of Welltower (WELL) in Q1 2023, closing a stake of 5,144 shares — an estimated $337K sold.

Freedom Investment Management first reported a position in WELL in Q3 2013 and held it in 18 quarters. The position peaked at $885K in Q2 2016. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

  • Freedom Investment Management reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 5,144 Welltower shares in Q1 2023, an estimated $337K.
  • Freedom Investment Management first reported a position in Welltower in Q3 2013 and held it in 18 quarters.
  • Freedom Investment Management's Welltower position peaked at $885K in Q2 2016.
  • 775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.