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PEAK6 Investments’s Welltower WELL Stock Holding History

PEAK6 Investments’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
2024
Q3 		$10.9M Buy
85,400
+71,700
+523% +$8.37M 0.02% 521
2024
Q2 		$1.43M Buy
13,700
+7,800
+132% +$764K ﹤0.01% 1580
2024
Q1 		$551K Sell
5,900
-900
-13% -$81.5K ﹤0.01% 2379
2023
Q4 		$613K Buy
+6,800
New +$590K ﹤0.01% 2459
2023
Q3 		– Sell
-3,700
Closed -$299K – 4644
2023
Q2 		$299K Sell
3,700
-16,600
-82% -$1.28M ﹤0.01% 2599
2023
Q1 		$1.46M Sell
20,300
-101,300
-83% -$7.35M 0.01% 1558
2022
Q4 		$7.97M Buy
121,600
+84,200
+225% +$5.41M 0.05% 466
2022
Q3 		$2.41M Sell
37,400
-4,000
-10% -$313K 0.01% 1394
2022
Q2 		$3.4M Buy
41,400
+19,700
+91% +$1.75M 0.01% 1738
2022
Q1 		$2.09M Sell
21,700
-71,400
-77% -$6.2M ﹤0.01% 1811
2021
Q4 		$7.99M Buy
+93,100
New +$7.76M 0.02% 845
2021
Q3 		– Sell
-16,400
Closed -$1.36M – 5879
2021
Q2 		$1.36M Sell
16,400
-9,400
-36% -$720K ﹤0.01% 2269
2021
Q1 		$1.85M Buy
25,800
+4,800
+23% +$322K ﹤0.01% 1967
2020
Q4 		$1.36M Sell
21,000
-40,700
-66% -$2.47M ﹤0.01% 2192
2020
Q3 		$3.4M Buy
61,700
+41,100
+200% +$2.26M 0.01% 1235
2020
Q2 		$1.07M Buy
20,600
+17,100
+489% +$840K ﹤0.01% 2035
2020
Q1 		$160K Buy
+3,500
New +$258K ﹤0.01% 3029
2019
Q3 		– Sell
-21,200
Closed -$1.73M – 4360
2019
Q2 		$1.73M Sell
21,200
-15,900
-43% -$1.25M 0.01% 1403
2019
Q1 		$2.88M Sell
37,100
-21,900
-37% -$1.64M 0.02% 1055
2018
Q4 		$4.09M Buy
59,000
+43,900
+291% +$2.99M 0.03% 757
2018
Q3 		$971K Buy
+15,100
New +$975K ﹤0.01% 2014

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

PEAK6 Investments's WELL Position: Q4 2022 in Review

PEAK6 Investments sold out of Welltower (WELL) in Q4 2022, closing a stake of 75,405 shares — an estimated $4.85M sold.

PEAK6 Investments first reported a position in WELL in Q3 2018 and held it in 8 quarters. The position peaked at $4.85M in Q3 2022. 798 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

  • PEAK6 Investments reported no remaining Welltower position as of Q4 2022 after selling out during the quarter.
  • PEAK6 Investments sold 75,405 Welltower shares in Q4 2022, an estimated $4.85M.
  • PEAK6 Investments first reported a position in Welltower in Q3 2018 and held it in 8 quarters.
  • PEAK6 Investments's Welltower position peaked at $4.85M in Q3 2022.
  • 798 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on PEAK6 Investments's 13F filing for Q4 2022, filed 10 Feb 2023.