Level Financial Advisors’s Welltower WELL Stock Holding History

Level Financial 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	–	Sell	-130	Closed	-$11K	–	287
2021 Q4	$11K	Buy	+130	New	+$10.8K	0.01%	175

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

Level Financial Advisors's WELL Position: Q1 2022 in Review

Level Financial Advisors sold out of Welltower (WELL) in Q1 2022, closing a stake of 130 shares — an estimated $11K sold.

Level Financial Advisors first reported a position in WELL in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 845 funds tracked by Wall St. Rank hold WELL as of Q1 2022.

Level Financial Advisors reported no remaining Welltower position as of Q1 2022 after selling out during the quarter.
Level Financial Advisors sold 130 Welltower shares in Q1 2022, an estimated $11K.
Level Financial Advisors first reported a position in Welltower in Q4 2021 and held it in 1 quarter.
Level Financial Advisors's Welltower position peaked at $11K in Q4 2021.
845 funds tracked by Wall St. Rank held Welltower as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.