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McKinley Capital Management’s Welltower WELL Stock Holding History

McKinley Capital 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
Q2 		$1.23M Sell
11,752
-122
-1% -$12K 0.21% 78
2024
Q1 		$1.11M Buy
11,874
+1,586
+15% +$144K 0.13% 129
2023
Q4 		$928K Buy
+10,288
New +$893K 0.12% 125
2014
Q3 		– Sell
-1,700
Closed -$107K – 372
2014
Q2 		$107K Sell
1,700
-1,330
-44% -$83.7K ﹤0.01% 325
2014
Q1 		$181K Sell
3,030
-71
-2% -$4.06K 0.01% 333
2013
Q4 		$166K Sell
3,101
-329
-10% -$19.6K 0.01% 356
2013
Q3 		$214K Hold
3,430
– – 0.01% 329
2013
Q2 		$230K Buy
+3,430
New +$244K 0.01% 307

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McKinley Capital Management's WELL Position: Q2 2024 in Review

McKinley Capital Management reduced its Welltower (WELL) stake by 1% in Q2 2024, selling an estimated $12K and leaving 11,752 shares worth $1.23M. The position accounts for 0.21% of the portfolio, ranked #78.

McKinley Capital Management first reported a position in WELL in Q2 2013 and has held it in 8 quarters since. 1,000 funds tracked by Wall St. Rank hold WELL as of Q2 2024.

  • McKinley Capital Management held 11,752 shares of Welltower worth $1.23M as of Q2 2024.
  • McKinley Capital Management sold 122 Welltower shares in Q2 2024, an estimated $12K.
  • Welltower made up 0.21% of McKinley Capital Management's portfolio in Q2 2024, its #78 holding.
  • McKinley Capital Management first reported a position in Welltower in Q2 2013 and has held it in 8 quarters since.
  • 1,000 funds tracked by Wall St. Rank held Welltower as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.