Lake Point Wealth Management’s Welltower WELL Stock Holding History

Lake Point 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
2022 Q2	$13K	Hold	152	–	–	0.01%	137
2022 Q1	$15K	Hold	152	–	–	0.01%	133
2021 Q4	$13K	Hold	152	–	–	0.01%	150
2021 Q3	$13K	Hold	152	–	–	0.01%	142
2021 Q2	$13K	Buy	+152	New	+$11.6K	0.01%	152
2020 Q1	$10K	Hold	212	–	–	0.01%	110
2019 Q4	$17K	Buy	+212	New	+$18.2K	0.01%	226
2019 Q2	$21K	Hold	256	–	–	0.01%	237
2019 Q1	$21K	Sell	256 -5,105	-95%	-$383K	0.01%	237
2018 Q4	$372K	Buy	+5,361	New	+$365K	0.14%	99

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Lake Point Wealth Management's WELL Position: Q2 2022 in Review

Lake Point Wealth Management held its Welltower (WELL) position steady in Q2 2022 at 152 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #137.

Lake Point Wealth Management first reported a position in WELL in Q4 2018 and has held it in 10 quarters since. The position peaked at $372K in Q4 2018. 817 funds tracked by Wall St. Rank hold WELL as of Q2 2022.

Lake Point Wealth Management held 152 shares of Welltower worth $13K as of Q2 2022.
Lake Point Wealth Management left its Welltower share count unchanged in Q2 2022.
Welltower made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #137 holding.
Lake Point Wealth Management first reported a position in Welltower in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Welltower position peaked at $372K in Q4 2018.
817 funds tracked by Wall St. Rank held Welltower as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.