Global Wealth Management Investment Advisory’s Welltower WELL Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q1	–	Sell	-16	Closed	-$1K	–	527
2020 Q4	$1K	Buy	+16	New	+$971	﹤0.01%	449
2020 Q3	–	Sell	-228	Closed	-$12K	–	644
2020 Q2	$12K	Sell	228 -87	-28%	-$4.28K	0.01%	333
2020 Q1	$14K	Hold	315	–	–	0.01%	293
2019 Q4	$26K	Sell	315 -62	-16%	-$5.31K	0.01%	248
2019 Q3	$34K	Sell	377 -13	-3%	-$1.13K	0.02%	201
2019 Q2	$32K	Sell	390 -2,214	-85%	-$174K	0.02%	218
2019 Q1	$202K	Sell	2,604 -3,621	-58%	-$272K	0.1%	115
2018 Q4	$432K	Buy	+6,225	New	+$424K	0.25%	90

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's WELL Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of Welltower (WELL) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in WELL in Q4 2018 and held it in 8 quarters. The position peaked at $432K in Q4 2018. 734 funds tracked by Wall St. Rank hold WELL as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining Welltower position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 16 Welltower shares in Q1 2021, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in Welltower in Q4 2018 and held it in 8 quarters.
Global Wealth Management Investment Advisory's Welltower position peaked at $432K in Q4 2018.
734 funds tracked by Wall St. Rank held Welltower as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.