Lenox Wealth Advisors’s Welltower WELL Stock Holding History

Lenox Wealth Advisors’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 Q1	$2K	Buy	21 +8	+62%	+$695	﹤0.01%	673
2021 Q4	$1K	Sell	13 -67	-84%	-$5.59K	﹤0.01%	927
2021 Q3	$7K	Buy	80 +5	+7%	+$430	﹤0.01%	524
2021 Q2	$6K	Sell	75 -156	-68%	-$11.9K	﹤0.01%	533
2021 Q1	$17K	Hold	231	–	–	﹤0.01%	339
2020 Q4	$15K	Buy	+231	New	+$14K	﹤0.01%	363
2020 Q3	–	Sell	-305	Closed	-$16K	–	654
2020 Q2	$16K	Buy	+305	New	+$15K	﹤0.01%	329
2020 Q1	–	Sell	-5	Closed	–	–	947
2019 Q4	$0	Sell	5 -260	-98%	-$22.3K	﹤0.01%	827
2019 Q3	$24K	Sell	265 -29	-10%	-$2.52K	﹤0.01%	275
2019 Q2	$24K	Buy	+294	New	+$23.1K	﹤0.01%	210
2018 Q3	–	Sell	-195	Closed	-$12K	–	525
2018 Q2	$12K	Buy	+195	New	+$10.9K	﹤0.01%	330

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

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

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

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

Lenox Wealth Advisors's WELL Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Welltower (WELL) stake by 62% in Q1 2022, buying an estimated $695 and bringing the position to 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Lenox Wealth Advisors first reported a position in WELL in Q2 2018 and has held it in 11 quarters since. The position peaked at $24K in Q3 2019. 846 funds tracked by Wall St. Rank hold WELL as of Q1 2022.

Lenox Wealth Advisors held 21 shares of Welltower worth $2K as of Q1 2022.
Lenox Wealth Advisors bought 8 Welltower shares in Q1 2022, an estimated $695.
Welltower made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #673 holding.
Lenox Wealth Advisors first reported a position in Welltower in Q2 2018 and has held it in 11 quarters since.
Lenox Wealth Advisors's Welltower position peaked at $24K in Q3 2019.
846 funds tracked by Wall St. Rank held Welltower as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.