Mirabella Financial Services’s Welltower WELL Stock Holding History

Mirabella Financial Services’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
2023 Q1	–	Sell	-6,895	Closed	-$452K	–	608
2022 Q4	$452K	Sell	6,895 -31,942	-82%	-$2.05M	0.04%	211
2022 Q3	$2.5M	Sell	38,837 -23,764	-38%	-$1.86M	0.26%	57
2022 Q2	$5.16M	Buy	+62,601	New	+$5.57M	0.51%	38
2022 Q1	–	Sell	-18,000	Closed	-$1.54M	–	696
2021 Q4	$1.54M	Buy	+18,000	New	+$1.5M	0.16%	132
2021 Q2	–	Sell	-4,975	Closed	-$356K	–	420
2021 Q1	$356K	Buy	+4,975	New	+$334K	0.11%	146
2020 Q3	–	Sell	-44,680	Closed	-$2.31M	–	435
2020 Q2	$2.31M	Buy	+44,680	New	+$2.2M	0.56%	37

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mirabella Financial Services's WELL Position: Q1 2023 in Review

Mirabella Financial Services sold out of Welltower (WELL) in Q1 2023, closing a stake of 6,895 shares — an estimated $452K sold.

Mirabella Financial Services first reported a position in WELL in Q2 2020 and held it in 6 quarters. The position peaked at $5.16M in Q2 2022. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

Mirabella Financial Services reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
Mirabella Financial Services sold 6,895 Welltower shares in Q1 2023, an estimated $452K.
Mirabella Financial Services first reported a position in Welltower in Q2 2020 and held it in 6 quarters.
Mirabella Financial Services's Welltower position peaked at $5.16M in Q2 2022.
775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

Based on Mirabella Financial Services's 13F filing for Q1 2023, filed 12 May 2023.