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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 		$2M Buy
15,600
+3,400
+28% +$397K ﹤0.01% 1512
2024
Q2 		$1.27M Buy
+12,200
New +$1.2M ﹤0.01% 1657
2023
Q2 		– Sell
-56,200
Closed -$4.03M – 4785
2023
Q1 		$4.03M Sell
56,200
-33,400
-37% -$2.42M 0.02% 839
2022
Q4 		$5.87M Sell
89,600
-33,600
-27% -$2.16M 0.03% 629
2022
Q3 		$7.92M Sell
123,200
-78,900
-39% -$6.17M 0.03% 563
2022
Q2 		$16.6M Buy
+202,100
New +$18M 0.03% 558
2021
Q4 		– Sell
-49,000
Closed -$4.04M – 5867
2021
Q3 		$4.04M Buy
+49,000
New +$4.21M 0.01% 1322
2021
Q2 		– Sell
-27,700
Closed -$1.98M – 5838
2021
Q1 		$1.98M Buy
27,700
+23,300
+530% +$1.56M ﹤0.01% 1892
2020
Q4 		$284K Sell
4,400
-2,400
-35% -$146K ﹤0.01% 3530
2020
Q3 		$375K Buy
6,800
+2,400
+55% +$132K ﹤0.01% 3066
2020
Q2 		$228K Sell
4,400
-20,700
-82% -$1.02M ﹤0.01% 3295
2020
Q1 		$1.15M Buy
+25,100
New +$1.85M 0.01% 1434
2019
Q4 		– Sell
-146,100
Closed -$13.2M – 4151
2019
Q3 		$13.2M Sell
146,100
-30,000
-17% -$2.61M 0.08% 257
2019
Q2 		$14.4M Buy
176,100
+100,600
+133% +$7.91M 0.1% 239
2019
Q1 		$5.86M Sell
75,500
-22,600
-23% -$1.7M 0.03% 623
2018
Q4 		$6.81M Buy
98,100
+21,000
+27% +$1.43M 0.04% 481
2018
Q3 		$4.96M Buy
+77,100
New +$4.98M 0.02% 793

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.