Investors Asset Management of Georgia’s Welltower WELL Stock Holding History

Investors Asset Management of Georgia’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	-442	Closed	-$28K	–	525
2022 Q3	$28K	Hold	442	–	–	0.01%	374
2022 Q2	$36K	Buy	+442	New	+$39.3K	0.02%	293

Other funds holding WELL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Investors Asset Management of Georgia's WELL Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Welltower (WELL) in Q4 2022, closing a stake of 442 shares — an estimated $28K sold.

Investors Asset Management of Georgia first reported a position in WELL in Q2 2022 and held it in 2 quarters. The position peaked at $36K in Q2 2022. 799 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Welltower position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 442 Welltower shares in Q4 2022, an estimated $28K.
Investors Asset Management of Georgia first reported a position in Welltower in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Welltower position peaked at $36K in Q2 2022.
799 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.