Lee Financial’s Welltower WELL Stock Holding History

Lee 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
2024 Q1	–	Sell	-35	Closed	-$3.16K	–	819
2023 Q4	$3.16K	Hold	35	–	–	﹤0.01%	639
2023 Q3	$2.87K	Hold	35	–	–	﹤0.01%	608
2023 Q2	$2.83K	Buy	+35	New	+$2.7K	﹤0.01%	592
2023 Q1	–	Sell	-4	Closed	-$262	–	965
2022 Q4	$262	Sell	4 -43	-91%	-$2.76K	﹤0.01%	864
2022 Q3	$3K	Buy	47 +4	+9%	+$313	﹤0.01%	640
2022 Q2	$4K	Hold	43	–	–	﹤0.01%	605
2022 Q1	$4K	Sell	43 -93	-68%	-$8.08K	﹤0.01%	549
2021 Q4	$12K	Buy	136 +93	+216%	+$7.75K	﹤0.01%	471
2021 Q3	$4K	Buy	+43	New	+$3.69K	﹤0.01%	530
2018 Q3	–	Sell	-83	Closed	-$5K	–	734
2018 Q2	$5K	Hold	83	–	–	﹤0.01%	622
2018 Q1	$5K	Buy	+83	New	+$4.69K	﹤0.01%	627

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lee Financial's WELL Position: Q1 2024 in Review

Lee Financial sold out of Welltower (WELL) in Q1 2024, closing a stake of 35 shares — an estimated $3.16K sold.

Lee Financial first reported a position in WELL in Q1 2018 and held it in 11 quarters. The position peaked at $12K in Q4 2021. 962 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

Lee Financial reported no remaining Welltower position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 35 Welltower shares in Q1 2024, an estimated $3.16K.
Lee Financial first reported a position in Welltower in Q1 2018 and held it in 11 quarters.
Lee Financial's Welltower position peaked at $12K in Q4 2021.
962 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.