GYL Financial Synergies’s Welltower WELL Stock Holding History

GYL Financial Synergies’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	$2.39M	Sell	18,699 -415	-2%	-$48.4K	0.18%	110
2024 Q2	$1.99M	Buy	19,114 +524	+3%	+$51.4K	0.15%	122
2024 Q1	$1.74M	Sell	18,590 -133	-0.7%	-$12K	0.14%	136
2023 Q4	$1.69M	Sell	18,723 -666	-3%	-$57.8K	0.14%	137
2023 Q3	$1.59M	Buy	19,389 +7	+0%	+$576	0.15%	127
2023 Q2	$1.57M	Buy	+19,382	New	+$1.49M	0.14%	132

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital International Investors

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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