Hill Winds Capital’s Welltower WELL Stock Holding History

Hill Winds Capital’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 Q3	–	Sell	-78,000	Closed	-$6.48M	–	59
2021 Q2	$6.48M	Buy	+78,000	New	+$5.97M	3.44%	11

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hill Winds Capital's WELL Position: Q3 2021 in Review

Hill Winds Capital sold out of Welltower (WELL) in Q3 2021, closing a stake of 78,000 shares — an estimated $6.48M sold.

Hill Winds Capital first reported a position in WELL in Q2 2021 and held it in 1 quarter. The position peaked at $6.48M in Q2 2021. 761 funds tracked by Wall St. Rank hold WELL as of Q3 2021.

Hill Winds Capital reported no remaining Welltower position as of Q3 2021 after selling out during the quarter.
Hill Winds Capital sold 78,000 Welltower shares in Q3 2021, an estimated $6.48M.
Hill Winds Capital first reported a position in Welltower in Q2 2021 and held it in 1 quarter.
Hill Winds Capital's Welltower position peaked at $6.48M in Q2 2021.
761 funds tracked by Wall St. Rank held Welltower as of Q3 2021.

Based on Hill Winds Capital's 13F filing for Q3 2021, filed 12 Nov 2021.