Long Island Wealth Management’s Welltower WELL Stock Holding History

Long Island Wealth Management’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	-21	Closed	-$2K	–	411
2023 Q4	$2K	Buy	+21	New	+$1.82K	﹤0.01%	371

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

Long Island Wealth Management's WELL Position: Q1 2024 in Review

Long Island Wealth Management sold out of Welltower (WELL) in Q1 2024, closing a stake of 21 shares — an estimated $2K sold.

Long Island Wealth Management first reported a position in WELL in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 962 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

Long Island Wealth Management reported no remaining Welltower position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 21 Welltower shares in Q1 2024, an estimated $2K.
Long Island Wealth Management first reported a position in Welltower in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Welltower position peaked at $2K in Q4 2023.
962 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.