HT
WELL icon

HAP Trading’s Welltower WELL Stock Holding History

HAP Trading’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
2023
Q4 		– Sell
-19,400
Closed -$59K – 1219
2023
Q3 		$59K Buy
+19,400
New +$1.6M 0.01% 472
2019
Q3 		– Sell
-10,100
Closed -$26K – 1453
2019
Q2 		$26K Sell
10,100
-147,900
-94% -$11.6M ﹤0.01% 847
2019
Q1 		$66K Buy
+158,000
New +$11.9M 0.01% 618
2017
Q2 		– Sell
-11,500
Closed -$33K – 1186
2017
Q1 		$33K Sell
11,500
-5,700
-33% -$385K ﹤0.01% 752
2016
Q4 		$20K Sell
17,200
-103,200
-86% -$6.84M ﹤0.01% 772
2016
Q3 		$62K Buy
+120,400
New +$9.22M ﹤0.01% 670
2015
Q2 		– Sell
-28,100
Closed -$47K – 1169
2015
Q1 		$47K Sell
28,100
-31,900
-53% -$2.51M ﹤0.01% 626
2014
Q4 		$24K Buy
+60,000
New +$4.28M ﹤0.01% 824

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return