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Milestone Wealth’s Welltower WELL Stock Holding History

Milestone Wealth’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 		$10K Hold
158
– – 0.01% 173
2022
Q2 		$13K Hold
158
– – 0.01% 159
2022
Q1 		$14K Hold
158
– – 0.01% 199
2021
Q4 		$14K Buy
+158
New +$13.2K 0.01% 199

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $5.44B AUM 27.71% 1-Year Est. Return

Milestone Wealth's WELL Position: Q3 2022 in Review

Milestone Wealth held its Welltower (WELL) position steady in Q3 2022 at 158 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #173.

Milestone Wealth first reported a position in WELL in Q4 2021 and has held it in 4 quarters since. The position peaked at $14K in Q1 2022. 786 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

  • Milestone Wealth held 158 shares of Welltower worth $10K as of Q3 2022.
  • Milestone Wealth left its Welltower share count unchanged in Q3 2022.
  • Welltower made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #173 holding.
  • Milestone Wealth first reported a position in Welltower in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Welltower position peaked at $14K in Q1 2022.
  • 786 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.