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Institutional & Family Asset Management’s Welltower WELL Stock Holding History

Institutional & Family Asset Management’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
Q4 		– Sell
-68
Closed -$4K – 784
2022
Q3 		$4K Buy
68
+21
+45% +$1.64K ﹤0.01% 526
2022
Q2 		$4K Hold
47
– – ﹤0.01% 537
2022
Q1 		$5K Hold
47
– – ﹤0.01% 559
2021
Q4 		$4K Sell
47
-22
-32% -$1.83K ﹤0.01% 604
2021
Q3 		$6K Sell
69
-104
-60% -$8.94K ﹤0.01% 642
2021
Q2 		$14K Hold
173
– – ﹤0.01% 540
2021
Q1 		$12K Hold
173
– – ﹤0.01% 547
2020
Q4 		$11K Buy
173
+25
+17% +$1.52K ﹤0.01% 519
2020
Q3 		$8K Sell
148
-42
-22% -$2.31K ﹤0.01% 529
2020
Q2 		$10K Buy
190
+35
+23% +$1.72K ﹤0.01% 490
2020
Q1 		$7K Sell
155
-11
-7% -$812 ﹤0.01% 505
2019
Q4 		$14K Hold
166
– – ﹤0.01% 476
2019
Q3 		$15K Buy
166
+42
+34% +$3.65K ﹤0.01% 432
2019
Q2 		$10K Buy
124
+13
+12% +$1.02K ﹤0.01% 499
2019
Q1 		$9K Buy
111
+12
+12% +$900 ﹤0.01% 528
2018
Q4 		$7K Sell
99
-9
-8% -$612 ﹤0.01% 547
2018
Q3 		$7K Buy
108
+9
+9% +$581 ﹤0.01% 583
2018
Q2 		$6K Buy
99
+11
+13% +$613 ﹤0.01% 597
2018
Q1 		$5K Buy
+88
New +$4.97K ﹤0.01% 611

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Institutional & Family Asset Management's WELL Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Welltower (WELL) in Q4 2022, closing a stake of 68 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in WELL in Q1 2018 and held it in 19 quarters. The position peaked at $15K in Q3 2019. 798 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining Welltower position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 68 Welltower shares in Q4 2022, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in Welltower in Q1 2018 and held it in 19 quarters.
  • Institutional & Family Asset Management's Welltower position peaked at $15K in Q3 2019.
  • 798 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.