Kowal Investment Group’s Welltower WELL Stock Holding History

Kowal Investment Group’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	-100	Closed	-$8K	–	939
2021 Q3	$8K	Buy	+100	New	+$8.59K	﹤0.01%	561

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

Kowal Investment Group's WELL Position: Q4 2021 in Review

Kowal Investment Group sold out of Welltower (WELL) in Q4 2021, closing a stake of 100 shares — an estimated $8K sold.

Kowal Investment Group first reported a position in WELL in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 806 funds tracked by Wall St. Rank hold WELL as of Q4 2021.

Kowal Investment Group reported no remaining Welltower position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 100 Welltower shares in Q4 2021, an estimated $8K.
Kowal Investment Group first reported a position in Welltower in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Welltower position peaked at $8K in Q3 2021.
806 funds tracked by Wall St. Rank held Welltower as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.