JWM
WELL icon

Janiczek Wealth Management’s Welltower WELL Stock Holding History

Janiczek Wealth 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
2024
Q2 		$17.5K Hold
168
– – ﹤0.01% 581
2024
Q1 		$15.7K Hold
168
– – ﹤0.01% 609
2023
Q4 		$15.1K Buy
168
+2
+1% +$174 ﹤0.01% 590
2023
Q3 		$13.6K Hold
166
– – ﹤0.01% 576
2023
Q2 		$13.4K Hold
166
– – ﹤0.01% 518
2023
Q1 		$12.3K Sell
166
-4
-2% -$290 ﹤0.01% 532
2022
Q4 		$12.3K Buy
170
+166
+4,150% +$10.7K ﹤0.01% 529
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1062
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1080
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1081
2021
Q4 		$0 Hold
4
– – ﹤0.01% 1104
2021
Q3 		$0 Buy
+4
New +$344 ﹤0.01% 1038

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janiczek Wealth Management's WELL Position: Q2 2024 in Review

Janiczek Wealth Management held its Welltower (WELL) position steady in Q2 2024 at 168 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Janiczek Wealth Management first reported a position in WELL in Q3 2021 and has held it in 12 quarters since. 996 funds tracked by Wall St. Rank hold WELL as of Q2 2024.

  • Janiczek Wealth Management held 168 shares of Welltower worth $17.5K as of Q2 2024.
  • Janiczek Wealth Management left its Welltower share count unchanged in Q2 2024.
  • Welltower made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #581 holding.
  • Janiczek Wealth Management first reported a position in Welltower in Q3 2021 and has held it in 12 quarters since.
  • 996 funds tracked by Wall St. Rank held Welltower as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.