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Meitav Investment House’s Welltower WELL Stock Holding History

Meitav Investment House’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
2021
Q2 		– Sell
-10,104
Closed -$724 – 441
2021
Q1 		$724 Buy
10,104
+55
+0.5% +$3.69K 0.02% 237
2020
Q4 		$649K Sell
10,049
-9,255
-48% -$562K 0.03% 234
2020
Q3 		$1.06M Sell
19,304
-2,294
-11% -$126K 0.05% 154
2020
Q2 		$1.12M Buy
21,598
+8,343
+63% +$410K 0.07% 152
2020
Q1 		$607K Buy
13,255
+1,411
+12% +$104K 0.05% 203
2019
Q4 		$969K Buy
+11,844
New +$1.01M 0.07% 174

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meitav Investment House's WELL Position: Q2 2021 in Review

Meitav Investment House sold out of Welltower (WELL) in Q2 2021, closing a stake of 10,104 shares — an estimated $724 sold.

Meitav Investment House first reported a position in WELL in Q4 2019 and held it in 6 quarters. The position peaked at $1.12M in Q2 2020. 756 funds tracked by Wall St. Rank hold WELL as of Q2 2021.

  • Meitav Investment House reported no remaining Welltower position as of Q2 2021 after selling out during the quarter.
  • Meitav Investment House sold 10,104 Welltower shares in Q2 2021, an estimated $724.
  • Meitav Investment House first reported a position in Welltower in Q4 2019 and held it in 6 quarters.
  • Meitav Investment House's Welltower position peaked at $1.12M in Q2 2020.
  • 756 funds tracked by Wall St. Rank held Welltower as of Q2 2021.

Based on Meitav Investment House's 13F filing for Q2 2021, filed 5 Aug 2021.