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 $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GYL Financial Synergies's WELL Position: Q3 2024 in Review

GYL Financial Synergies reduced its Welltower (WELL) stake by 2.2% in Q3 2024, selling an estimated $48.4K and leaving 18,699 shares worth $2.39M. The position accounts for 0.18% of the portfolio, ranked #110.

GYL Financial Synergies first reported a position in WELL in Q2 2023 and has held it in 6 quarters since. 1,062 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

GYL Financial Synergies held 18,699 shares of Welltower worth $2.39M as of Q3 2024.
GYL Financial Synergies sold 415 Welltower shares in Q3 2024, an estimated $48.4K.
Welltower made up 0.18% of GYL Financial Synergies's portfolio in Q3 2024, its #110 holding.
GYL Financial Synergies first reported a position in Welltower in Q2 2023 and has held it in 6 quarters since.
1,062 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.