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Piershale Financial Group’s Welltower WELL Stock Holding History

Piershale Financial Group’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
Q2 		$8.49K Hold
105
– – 0.01% 128
2023
Q1 		$7.53K Hold
105
– – 0.01% 136
2022
Q4 		$6.88K Buy
+105
New +$6.75K 0.01% 142

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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 $204B AUM 27.99% 1-Year Est. Return

Piershale Financial Group's WELL Position: Q2 2023 in Review

Piershale Financial Group held its Welltower (WELL) position steady in Q2 2023 at 105 shares worth $8.49K. The position accounts for 0.01% of the portfolio, ranked #128.

Piershale Financial Group first reported a position in WELL in Q4 2022 and has held it in 3 quarters since. 813 funds tracked by Wall St. Rank hold WELL as of Q2 2023.

  • Piershale Financial Group held 105 shares of Welltower worth $8.49K as of Q2 2023.
  • Piershale Financial Group left its Welltower share count unchanged in Q2 2023.
  • Welltower made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #128 holding.
  • Piershale Financial Group first reported a position in Welltower in Q4 2022 and has held it in 3 quarters since.
  • 813 funds tracked by Wall St. Rank held Welltower as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.