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Mariner Independent Advisor Network’s Welltower WELL Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$1.61M Buy
25,099
+546
+2% +$42.7K 0.07% 284
2022
Q2 		$2.01M Buy
24,553
+477
+2% +$42.4K 0.08% 248
2022
Q1 		$2.34M Buy
24,076
+9,705
+68% +$843K 0.09% 227
2021
Q4 		$1.23M Sell
14,371
-10,161
-41% -$847K 0.06% 304
2021
Q3 		$2.02M Buy
24,532
+578
+2% +$49.7K 0.1% 225
2021
Q2 		$1.99M Buy
23,954
+1,218
+5% +$93.2K 0.09% 238
2021
Q1 		$1.63M Sell
22,736
-147
-0.6% -$9.87K 0.09% 237
2020
Q4 		$1.48M Buy
22,883
+1,206
+6% +$73.2K 0.08% 244
2020
Q3 		$1.19M Buy
21,677
+579
+3% +$31.8K 0.1% 196
2020
Q2 		$1.14M Sell
21,098
-22,786
-52% -$1.12M 0.1% 199
2020
Q1 		$1.78M Sell
43,884
-1,215
-3% -$89.6K 0.16% 145
2019
Q4 		$3.69M Sell
45,099
-424
-0.9% -$36.3K 0.27% 91
2019
Q3 		$4.07M Sell
45,523
-803
-2% -$69.9K 0.31% 85
2019
Q2 		$3.77M Buy
46,326
+849
+2% +$66.7K 0.28% 90
2019
Q1 		$3.48M Buy
45,477
+419
+0.9% +$31.4K 0.29% 85
2018
Q4 		$3.21M Sell
45,058
-660
-1% -$44.9K 0.29% 89
2018
Q3 		$2.94M Buy
+45,718
New +$2.95M 0.37% 61
2018
Q2 		– Sell
-16,855
Closed -$917K – 312
2018
Q1 		$917K Buy
16,855
+51
+0.3% +$2.88K 0.06% 228
2017
Q4 		$1.02M Buy
+16,804
New +$1.13M 0.11% 180
2017
Q1 		– Sell
-51,710
Closed -$3.46M – 356
2016
Q4 		$3.46M Buy
51,710
+2,407
+5% +$159K 0.56% 51
2016
Q3 		$3.69M Buy
49,303
+1,804
+4% +$138K 0.53% 56
2016
Q2 		$3.62M Buy
+47,499
New +$3.37M 0.68% 48
2015
Q3 		– Sell
-12,598
Closed -$827K – 139
2015
Q2 		$827K Buy
12,598
+2,024
+19% +$145K 0.4% 63
2015
Q1 		$818K Sell
10,574
-2,787
-21% -$219K 0.46% 55
2014
Q4 		$1.01M Buy
13,361
+4,620
+53% +$330K 0.47% 51
2014
Q3 		$545K Buy
+8,741
New +$564K 0.28% 54

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Mariner Independent Advisor Network's WELL Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Welltower (WELL) stake by 2.2% in Q3 2022, buying an estimated $42.7K and bringing the position to 25,099 shares worth $1.61M. The position accounts for 0.07% of the portfolio, ranked #284.

Mariner Independent Advisor Network first reported a position in WELL in Q3 2014 and has held it in 26 quarters since. The position peaked at $4.07M in Q3 2019. 786 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

  • Mariner Independent Advisor Network held 25,099 shares of Welltower worth $1.61M as of Q3 2022.
  • Mariner Independent Advisor Network bought 546 Welltower shares in Q3 2022, an estimated $42.7K.
  • Welltower made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #284 holding.
  • Mariner Independent Advisor Network first reported a position in Welltower in Q3 2014 and has held it in 26 quarters since.
  • Mariner Independent Advisor Network's Welltower position peaked at $4.07M in Q3 2019.
  • 786 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.