Hoover Financial Advisors’s Welltower WELL Stock Holding History

Hoover Financial Advisors’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 Q2	$14K	Sell	163 -24	-13%	-$1.84K	﹤0.01%	441
2021 Q1	$14K	Buy	187 +27	+17%	+$1.81K	﹤0.01%	398
2020 Q4	$10K	Buy	+160	New	+$9.71K	﹤0.01%	412
2020 Q3	–	Sell	-157	Closed	-$8K	–	479
2020 Q2	$8K	Buy	+157	New	+$7.72K	﹤0.01%	365

Other funds holding WELL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hoover Financial Advisors's WELL Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Welltower (WELL) stake by 13% in Q2 2021, selling an estimated $1.84K and leaving 163 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Hoover Financial Advisors first reported a position in WELL in Q2 2020 and has held it in 4 quarters since. 756 funds tracked by Wall St. Rank hold WELL as of Q2 2021.

Hoover Financial Advisors held 163 shares of Welltower worth $14K as of Q2 2021.
Hoover Financial Advisors sold 24 Welltower shares in Q2 2021, an estimated $1.84K.
Welltower made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #441 holding.
Hoover Financial Advisors first reported a position in Welltower in Q2 2020 and has held it in 4 quarters since.
756 funds tracked by Wall St. Rank held Welltower as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.