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Gallagher Benefit Services’s Welltower WELL Stock Holding History

Gallagher Benefit Services’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
Q4 		$669K Buy
+10,195
New +$655K 0.14% 96

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Gallagher Benefit Services's WELL Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Welltower (WELL) in Q4 2022: 10,195 shares worth $669K. The stake represents 0.14% of the portfolio and ranks #96 among its holdings.

798 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

  • Gallagher Benefit Services held 10,195 shares of Welltower worth $669K as of Q4 2022.
  • Welltower was a new Gallagher Benefit Services position in Q4 2022.
  • Welltower made up 0.14% of Gallagher Benefit Services's portfolio in Q4 2022, its #96 holding.
  • 798 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.