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Price Wealth’s Welltower WELL Stock Holding History

Price Wealth’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
2020
Q3 		$82K Buy
1,493
+1,439
+2,665% +$79K 0.02% 109
2020
Q2 		$3K Buy
+54
New +$2.65K ﹤0.01% 276
2020
Q1 		– Sell
-16
Closed -$1K – 512
2019
Q4 		$1K Buy
+16
New +$1.37K ﹤0.01% 382
2018
Q2 		– Sell
-34
Closed -$1.9K – 354
2018
Q1 		$2K Sell
34
-98
-74% -$5.53K ﹤0.01% 313
2017
Q4 		$8K Buy
+132
New +$8.86K 0.01% 220

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Price Wealth's WELL Position: Q3 2020 in Review

Price Wealth increased its Welltower (WELL) stake by 2,665% in Q3 2020, buying an estimated $79K and bringing the position to 1,493 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #109.

Price Wealth first reported a position in WELL in Q4 2017 and has held it in 5 quarters since. 702 funds tracked by Wall St. Rank hold WELL as of Q3 2020.

  • Price Wealth held 1,493 shares of Welltower worth $82K as of Q3 2020.
  • Price Wealth bought 1,439 Welltower shares in Q3 2020, an estimated $79K.
  • Welltower made up 0.02% of Price Wealth's portfolio in Q3 2020, its #109 holding.
  • Price Wealth first reported a position in Welltower in Q4 2017 and has held it in 5 quarters since.
  • 702 funds tracked by Wall St. Rank held Welltower as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.