Front Row Advisors’s Welltower WELL Stock Holding History

Front Row 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 Q3	–	Sell	-58	Closed	-$6.05K	–	849
2024 Q2	$6.05K	Hold	58	–	–	﹤0.01%	692
2024 Q1	$5.42K	Buy	+58	New	+$5.25K	﹤0.01%	715
2023 Q4	–	Sell	-58	Closed	-$4.75K	–	816
2023 Q3	$4.75K	Hold	58	–	–	﹤0.01%	683
2023 Q2	$5K	Hold	58	–	–	﹤0.01%	689
2023 Q1	$4K	Hold	58	–	–	﹤0.01%	740
2022 Q4	$4K	Hold	58	–	–	﹤0.01%	705
2022 Q3	$4K	Hold	58	–	–	﹤0.01%	723
2022 Q2	$5K	Hold	58	–	–	﹤0.01%	689
2022 Q1	$6K	Sell	58 -29	-33%	-$2.52K	﹤0.01%	692
2021 Q4	$7K	Hold	87	–	–	﹤0.01%	679
2021 Q3	$7K	Hold	87	–	–	﹤0.01%	673
2021 Q2	$7K	Sell	87 -7	-7%	-$536	﹤0.01%	667
2021 Q1	$7K	Hold	94	–	–	﹤0.01%	654
2020 Q4	$6K	Hold	94	–	–	﹤0.01%	660
2020 Q3	$6K	Sell	94 -4	-4%	-$220	﹤0.01%	658
2020 Q2	$5K	Hold	98	–	–	﹤0.01%	653
2020 Q1	$5K	Hold	98	–	–	﹤0.01%	636
2019 Q4	$8K	Hold	98	–	–	0.01%	515
2019 Q3	$9K	Sell	98 -5	-5%	-$435	0.01%	470
2019 Q2	$8K	Hold	103	–	–	0.01%	488
2019 Q1	$8K	Hold	103	–	–	0.01%	492
2018 Q4	$7K	Hold	103	–	–	0.01%	483
2018 Q3	$7	Buy	103 +45	+78%	+$2.91K	﹤0.01%	500
2018 Q2	$4	Hold	58	–	–	﹤0.01%	704
2018 Q1	$3K	Hold	58	–	–	﹤0.01%	732
2017 Q4	$4K	Buy	+58	New	+$3.89K	﹤0.01%	588

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Front Row Advisors's WELL Position: Q3 2024 in Review

Front Row Advisors sold out of Welltower (WELL) in Q3 2024, closing a stake of 58 shares — an estimated $6.05K sold.

Front Row Advisors first reported a position in WELL in Q4 2017 and held it in 26 quarters. The position peaked at $9K in Q3 2019. 1,059 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

Front Row Advisors reported no remaining Welltower position as of Q3 2024 after selling out during the quarter.
Front Row Advisors sold 58 Welltower shares in Q3 2024, an estimated $6.05K.
Front Row Advisors first reported a position in Welltower in Q4 2017 and held it in 26 quarters.
Front Row Advisors's Welltower position peaked at $9K in Q3 2019.
1,059 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.