MIFH
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Migdal Insurance & Financial Holdings’s Welltower WELL Stock Holding History

Migdal Insurance & Financial Holdings’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 		– Sell
-1,143
Closed -$94K – 622
2022
Q2 		$94K Buy
1,143
+161
+16% +$14.3K ﹤0.01% 313
2022
Q1 		$96K Buy
+982
New +$85.3K ﹤0.01% 367
2020
Q3 		– Sell
-1,297
Closed -$67K – 788
2020
Q2 		$67K Sell
1,297
-8
-0.6% -$393 ﹤0.01% 483
2020
Q1 		$60K Sell
1,305
-1,197
-48% -$88.3K ﹤0.01% 461
2019
Q4 		$205K Buy
2,502
+162
+7% +$13.9K ﹤0.01% 411
2019
Q3 		$212K Buy
2,340
+368
+19% +$32K ﹤0.01% 459
2019
Q2 		$161K Buy
1,972
+520
+36% +$40.9K ﹤0.01% 503
2019
Q1 		$113K Buy
1,452
+857
+144% +$64.3K ﹤0.01% 496
2018
Q4 		$41K Sell
595
-81
-12% -$5.51K ﹤0.01% 546
2018
Q3 		$43K Sell
676
-148
-18% -$9.56K ﹤0.01% 704
2018
Q2 		$52K Sell
824
-56
-6% -$3.12K ﹤0.01% 643
2018
Q1 		$48K Buy
880
+378
+75% +$21.3K ﹤0.01% 442
2017
Q4 		$32K Sell
502
-597
-54% -$40.1K ﹤0.01% 446
2017
Q3 		$58K Sell
1,099
-728
-40% -$52.9K ﹤0.01% 414
2017
Q2 		$136K Sell
1,827
-164
-8% -$12K ﹤0.01% 323
2017
Q1 		$141K Sell
1,991
-501
-20% -$33.8K ﹤0.01% 337
2016
Q4 		$164K Buy
+2,492
New +$165K ﹤0.01% 281

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 $34.8B AUM 20.7% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Migdal Insurance & Financial Holdings's WELL Position: Q3 2022 in Review

Migdal Insurance & Financial Holdings sold out of Welltower (WELL) in Q3 2022, closing a stake of 1,143 shares — an estimated $94K sold.

Migdal Insurance & Financial Holdings first reported a position in WELL in Q4 2016 and held it in 17 quarters. The position peaked at $212K in Q3 2019. 785 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

  • Migdal Insurance & Financial Holdings reported no remaining Welltower position as of Q3 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,143 Welltower shares in Q3 2022, an estimated $94K.
  • Migdal Insurance & Financial Holdings first reported a position in Welltower in Q4 2016 and held it in 17 quarters.
  • Migdal Insurance & Financial Holdings's Welltower position peaked at $212K in Q3 2019.
  • 785 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2022, filed 31 Oct 2022.