LYNX CAPITAL GROUP LTD /ADV’s Welltower WELL Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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	$271K	Buy	+3,001	New	+$260K	0.2%	74

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LYNX CAPITAL GROUP LTD /ADV's WELL Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in Welltower (WELL) in Q4 2023: 3,001 shares worth $271K. The stake represents 0.2% of the portfolio and ranks #74 among its holdings.

935 funds tracked by Wall St. Rank hold WELL as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 3,001 shares of Welltower worth $271K as of Q4 2023.
Welltower was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
Welltower made up 0.2% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #74 holding.
935 funds tracked by Wall St. Rank held Welltower as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.