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Imprint Wealth’s Welltower WELL Stock Holding History

Imprint Wealth’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
Q1 		$1.05M Hold
11,425
– – 0.25% 89
2023
Q4 		$1.03M Buy
11,425
+285
+3% +$24.7K 0.83% 37
2023
Q3 		$913K Buy
11,140
+415
+4% +$34.1K 0.77% 41
2023
Q2 		$868K Buy
10,725
+156
+1% +$12K 0.55% 52
2023
Q1 		$758K Buy
+10,569
New +$767K 0.5% 56

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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

Imprint Wealth's WELL Position: Q1 2024 in Review

Imprint Wealth held its Welltower (WELL) position steady in Q1 2024 at 11,425 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #89.

Imprint Wealth first reported a position in WELL in Q1 2023 and has held it in 5 quarters since. 962 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

  • Imprint Wealth held 11,425 shares of Welltower worth $1.05M as of Q1 2024.
  • Imprint Wealth left its Welltower share count unchanged in Q1 2024.
  • Welltower made up 0.25% of Imprint Wealth's portfolio in Q1 2024, its #89 holding.
  • Imprint Wealth first reported a position in Welltower in Q1 2023 and has held it in 5 quarters since.
  • 962 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.