Ironwood Financial’s Welltower WELL Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-33	Closed	-$3K	–	543
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	488
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	487
2021 Q1	$2K	Hold	33	–	–	﹤0.01%	500
2020 Q4	$2K	Hold	33	–	–	﹤0.01%	453
2020 Q3	$2K	Hold	33	–	–	﹤0.01%	401
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	376
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	327
2019 Q4	$3K	Hold	33	–	–	﹤0.01%	337
2019 Q3	$3K	Hold	33	–	–	﹤0.01%	340
2019 Q2	$3K	Hold	33	–	–	﹤0.01%	340
2019 Q1	$3K	Hold	33	–	–	﹤0.01%	337
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	344
2018 Q3	$2K	Hold	33	–	–	﹤0.01%	340
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	262
2018 Q1	$2K	Hold	33	–	–	﹤0.01%	235
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	240
2017 Q3	$2K	Hold	33	–	–	﹤0.01%	247
2017 Q2	$2K	Hold	33	–	–	﹤0.01%	247
2017 Q1	$2K	Hold	33	–	–	﹤0.01%	246
2016 Q4	$2K	Hold	33	–	–	﹤0.01%	246
2016 Q3	$2K	Hold	33	–	–	﹤0.01%	249
2016 Q2	$3K	Hold	33	–	–	﹤0.01%	239
2016 Q1	$2K	Buy	+33	New	+$2.13K	﹤0.01%	258
2015 Q3	$2K	Hold	33	–	–	﹤0.01%	340
2015 Q2	$2K	Hold	33	–	–	﹤0.01%	306
2015 Q1	$3K	Hold	33	–	–	﹤0.01%	283
2014 Q4	$2K	Buy	+33	New	+$2.36K	﹤0.01%	259

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Ironwood Financial's WELL Position: Q4 2021 in Review

Ironwood Financial sold out of Welltower (WELL) in Q4 2021, closing a stake of 33 shares — an estimated $3K sold.

Ironwood Financial first reported a position in WELL in Q4 2014 and held it in 27 quarters. The position peaked at $3K in Q3 2021. 806 funds tracked by Wall St. Rank hold WELL as of Q4 2021.

Ironwood Financial reported no remaining Welltower position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 33 Welltower shares in Q4 2021, an estimated $3K.
Ironwood Financial first reported a position in Welltower in Q4 2014 and held it in 27 quarters.
Ironwood Financial's Welltower position peaked at $3K in Q3 2021.
806 funds tracked by Wall St. Rank held Welltower as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.