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Maryland Capital Advisors’s Welltower WELL Stock Holding History

Maryland Capital 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
-177
Closed -$16K – 237
2023
Q4 		$16K Hold
177
– – 0.01% 152
2023
Q3 		$14.5K Hold
177
– – 0.01% 153
2023
Q2 		$14.3K Hold
177
– – 0.01% 163
2023
Q1 		$12.7K Hold
177
– – 0.01% 169
2022
Q4 		$11.6K Hold
177
– – 0.01% 171
2022
Q3 		$11K Hold
177
– – 0.01% 162
2022
Q2 		$15K Buy
+177
New +$15.7K 0.02% 150

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Maryland Capital Advisors's WELL Position: Q1 2024 in Review

Maryland Capital Advisors sold out of Welltower (WELL) in Q1 2024, closing a stake of 177 shares — an estimated $16K sold.

Maryland Capital Advisors first reported a position in WELL in Q2 2022 and held it in 7 quarters. The position peaked at $16K in Q4 2023. 962 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

  • Maryland Capital Advisors reported no remaining Welltower position as of Q1 2024 after selling out during the quarter.
  • Maryland Capital Advisors sold 177 Welltower shares in Q1 2024, an estimated $16K.
  • Maryland Capital Advisors first reported a position in Welltower in Q2 2022 and held it in 7 quarters.
  • Maryland Capital Advisors's Welltower position peaked at $16K in Q4 2023.
  • 962 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Maryland Capital Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.