LM Advisors’s Welltower WELL Stock Holding History

LM 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
2024 Q1	–	Sell	-690	Closed	-$62.2K	–	696
2023 Q4	$62.2K	Buy	+690	New	+$59.9K	0.01%	297

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

LM Advisors's WELL Position: Q1 2024 in Review

LM Advisors sold out of Welltower (WELL) in Q1 2024, closing a stake of 690 shares — an estimated $62.2K sold.

LM Advisors first reported a position in WELL in Q4 2023 and held it in 1 quarter. The position peaked at $62.2K in Q4 2023. 962 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

LM Advisors reported no remaining Welltower position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 690 Welltower shares in Q1 2024, an estimated $62.2K.
LM Advisors first reported a position in Welltower in Q4 2023 and held it in 1 quarter.
LM Advisors's Welltower position peaked at $62.2K in Q4 2023.
962 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.