HWMA
WELL icon

Heritage Wealth Management (Arizona)’s Welltower WELL Stock Holding History

Heritage Wealth Management (Arizona)’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 		$21.4K Buy
326
+195
+149% +$12.5K ﹤0.01% 648
2022
Q3 		$8K Buy
131
+11
+9% +$860 ﹤0.01% 698
2022
Q2 		$9.88K Hold
120
– – ﹤0.01% 666
2022
Q1 		$12K Buy
+120
New +$10.4K ﹤0.01% 688
2021
Q3 		$10K Hold
120
– – ﹤0.01% 660
2021
Q2 		$10K Buy
+120
New +$9.19K ﹤0.01% 667

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WELL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Welltower (WELL) stake by 149% in Q4 2022, buying an estimated $12.5K and bringing the position to 326 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Heritage Wealth Management (Arizona) first reported a position in WELL in Q2 2021 and has held it in 6 quarters since. 798 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 326 shares of Welltower worth $21.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 195 Welltower shares in Q4 2022, an estimated $12.5K.
  • Welltower made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #648 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Welltower in Q2 2021 and has held it in 6 quarters since.
  • 798 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.