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Nauset Wealth Management’s Welltower WELL Stock Holding History

Nauset Wealth Management’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
Q1 		$353K Buy
3,672
+3
+0.1% +$261 0.28% 45
2021
Q4 		$315K Buy
+3,669
New +$306K 0.3% 45

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Nauset Wealth Management's WELL Position: Q1 2022 in Review

Nauset Wealth Management increased its Welltower (WELL) stake by 0.08% in Q1 2022, buying an estimated $261 and bringing the position to 3,672 shares worth $353K. The position accounts for 0.28% of the portfolio, ranked #45.

Nauset Wealth Management first reported a position in WELL in Q4 2021 and has held it in 2 quarters since. 845 funds tracked by Wall St. Rank hold WELL as of Q1 2022.

  • Nauset Wealth Management held 3,672 shares of Welltower worth $353K as of Q1 2022.
  • Nauset Wealth Management bought 3 Welltower shares in Q1 2022, an estimated $261.
  • Welltower made up 0.28% of Nauset Wealth Management's portfolio in Q1 2022, its #45 holding.
  • Nauset Wealth Management first reported a position in Welltower in Q4 2021 and has held it in 2 quarters since.
  • 845 funds tracked by Wall St. Rank held Welltower as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.