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Money Concepts Capital’s Welltower WELL Stock Holding History

Money Concepts Capital’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
-8,306
Closed -$544K – 2894
2022
Q4 		$544K Buy
8,306
+7,258
+693% +$467K 0.02% 411
2022
Q3 		$67K Sell
1,048
-93
-8% -$7.27K ﹤0.01% 657
2022
Q2 		$95K Sell
1,141
-6,039
-84% -$537K 0.01% 575
2022
Q1 		$690K Buy
+7,180
New +$624K 0.04% 364

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Money Concepts Capital's WELL Position: Q1 2023 in Review

Money Concepts Capital sold out of Welltower (WELL) in Q1 2023, closing a stake of 8,306 shares — an estimated $544K sold.

Money Concepts Capital first reported a position in WELL in Q1 2022 and held it in 4 quarters. The position peaked at $690K in Q1 2022. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

  • Money Concepts Capital reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 8,306 Welltower shares in Q1 2023, an estimated $544K.
  • Money Concepts Capital first reported a position in Welltower in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Welltower position peaked at $690K in Q1 2022.
  • 775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.