Investors Research Corp’s Welltower WELL Stock Holding History

Investors Research Corp’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
2023 Q4	–	Sell	-116	Closed	-$9.5K	–	1095
2023 Q3	$9.5K	Hold	116	–	–	﹤0.01%	750
2023 Q2	$9.38K	Hold	116	–	–	﹤0.01%	768
2023 Q1	$8.32K	Hold	116	–	–	﹤0.01%	800
2022 Q4	$7.6K	Hold	116	–	–	﹤0.01%	808
2022 Q3	$7K	Hold	116	–	–	﹤0.01%	818
2022 Q2	$10K	Hold	116	–	–	﹤0.01%	767
2022 Q1	$11K	Sell	116 -135	-54%	-$11.7K	﹤0.01%	751
2021 Q4	$22K	Hold	251	–	–	0.01%	652
2021 Q3	$21K	Hold	251	–	–	0.01%	670
2021 Q2	$21K	Hold	251	–	–	0.01%	678
2021 Q1	$18K	Hold	251	–	–	0.01%	705
2020 Q4	$16K	Hold	251	–	–	0.01%	783
2020 Q3	$14K	Hold	251	–	–	0.01%	763
2020 Q2	$13K	Hold	251	–	–	0.01%	758
2020 Q1	$11K	Hold	251	–	–	0.01%	761
2019 Q4	$21K	Hold	251	–	–	0.01%	706
2019 Q3	$23K	Hold	251	–	–	0.01%	670
2019 Q2	$20K	Hold	251	–	–	0.01%	705
2019 Q1	$19K	Buy	+251	New	+$18.8K	0.01%	697

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Investors Research Corp's WELL Position: Q4 2023 in Review

Investors Research Corp sold out of Welltower (WELL) in Q4 2023, closing a stake of 116 shares — an estimated $9.5K sold.

Investors Research Corp first reported a position in WELL in Q1 2019 and held it in 19 quarters. The position peaked at $23K in Q3 2019. 933 funds tracked by Wall St. Rank hold WELL as of Q4 2023.

Investors Research Corp reported no remaining Welltower position as of Q4 2023 after selling out during the quarter.
Investors Research Corp sold 116 Welltower shares in Q4 2023, an estimated $9.5K.
Investors Research Corp first reported a position in Welltower in Q1 2019 and held it in 19 quarters.
Investors Research Corp's Welltower position peaked at $23K in Q3 2019.
933 funds tracked by Wall St. Rank held Welltower as of Q4 2023.

Based on Investors Research Corp's 13F filing for Q4 2023, filed 30 Jan 2024.