Gerber Kawasaki Wealth & Investment Management’s Welltower WELL Stock Holding History

Gerber Kawasaki Wealth & 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
2022 Q4	–	Sell	-3,700	Closed	-$237K	–	278
2022 Q3	$237K	Hold	3,700	–	–	0.02%	200
2022 Q2	$304K	Hold	3,700	–	–	0.03%	188
2022 Q1	$355K	Hold	3,700	–	–	0.03%	185
2021 Q4	$317K	Hold	3,700	–	–	0.03%	202
2021 Q3	$304K	Hold	3,700	–	–	0.04%	139
2021 Q2	$307K	Buy	+3,700	New	+$283K	0.03%	187

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

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

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

Gerber Kawasaki Wealth & Investment Management's WELL Position: Q4 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Welltower (WELL) in Q4 2022, closing a stake of 3,700 shares — an estimated $237K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WELL in Q2 2021 and held it in 6 quarters. The position peaked at $355K in Q1 2022. 799 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining Welltower position as of Q4 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 3,700 Welltower shares in Q4 2022, an estimated $237K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Welltower in Q2 2021 and held it in 6 quarters.
Gerber Kawasaki Wealth & Investment Management's Welltower position peaked at $355K in Q1 2022.
799 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2022, filed 8 Feb 2023.