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IndexIQ Advisors’s Welltower WELL Stock Holding History

IndexIQ 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
2022
Q1 		$706K Buy
7,344
+269
+4% +$23.4K 0.03% 331
2021
Q4 		$607K Sell
7,075
-164
-2% -$13.7K 0.02% 449
2021
Q3 		$596K Buy
7,239
+355
+5% +$30.5K 0.02% 442
2021
Q2 		$572K Buy
6,884
+204
+3% +$15.6K 0.02% 404
2021
Q1 		$478K Buy
6,680
+841
+14% +$56.5K 0.02% 387
2020
Q4 		$377K Buy
5,839
+2,729
+88% +$166K 0.01% 522
2020
Q3 		$171K Buy
3,110
+1,894
+156% +$104K 0.01% 772
2020
Q2 		$63K Buy
1,216
+1,075
+762% +$52.8K ﹤0.01% 903
2020
Q1 		$6K Buy
141
+1
+0.7% +$74 ﹤0.01% 879
2019
Q4 		$11K Buy
+140
New +$12K ﹤0.01% 640

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

IndexIQ Advisors's WELL Position: Q1 2022 in Review

IndexIQ Advisors increased its Welltower (WELL) stake by 3.8% in Q1 2022, buying an estimated $23.4K and bringing the position to 7,344 shares worth $706K. The position accounts for 0.03% of the portfolio, ranked #331.

IndexIQ Advisors first reported a position in WELL in Q4 2019 and has held it in 10 quarters since. 845 funds tracked by Wall St. Rank hold WELL as of Q1 2022.

  • IndexIQ Advisors held 7,344 shares of Welltower worth $706K as of Q1 2022.
  • IndexIQ Advisors bought 269 Welltower shares in Q1 2022, an estimated $23.4K.
  • Welltower made up 0.03% of IndexIQ Advisors's portfolio in Q1 2022, its #331 holding.
  • IndexIQ Advisors first reported a position in Welltower in Q4 2019 and has held it in 10 quarters since.
  • 845 funds tracked by Wall St. Rank held Welltower as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.