Householder Group Estate & Retirement Specialist’s Welltower WELL Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-100	Closed	-$10K	–	1331
2024 Q2	$10K	Sell	100 -200	-67%	-$19.6K	﹤0.01%	819
2024 Q1	$28K	Sell	300 -200	-40%	-$18.1K	0.01%	587
2023 Q4	$45K	Hold	500	–	–	0.01%	477
2023 Q3	$41K	Buy	+500	New	+$41.1K	0.01%	491
2023 Q1	$36K	Hold	500	–	–	0.01%	508
2022 Q4	$32K	Hold	500	–	–	0.05%	141
2022 Q3	$32K	Buy	+500	New	+$39.1K	0.01%	489

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Householder Group Estate & Retirement Specialist's WELL Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Welltower (WELL) in Q3 2024, closing a stake of 100 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in WELL in Q3 2022 and held it in 7 quarters. The position peaked at $45K in Q4 2023. 1,060 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining Welltower position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 100 Welltower shares in Q3 2024, an estimated $10K.
Householder Group Estate & Retirement Specialist first reported a position in Welltower in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Welltower position peaked at $45K in Q4 2023.
1,060 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.