Professional Financial Advisors’s Welltower WELL Stock Holding History

Professional Financial Advisors’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 Q4	–	Sell	-112	Closed	-$7K	–	468
2022 Q3	$7K	Hold	112	–	–	﹤0.01%	329
2022 Q2	$9K	Hold	112	–	–	0.01%	311
2022 Q1	$11K	Hold	112	–	–	﹤0.01%	303
2021 Q4	$10K	Hold	112	–	–	﹤0.01%	320
2021 Q3	$9K	Hold	112	–	–	0.01%	279
2021 Q2	$9K	Hold	112	–	–	0.01%	288
2021 Q1	$8K	Hold	112	–	–	0.01%	264
2020 Q4	$7K	Hold	112	–	–	0.01%	271
2020 Q3	$6K	Buy	+112	New	+$6.15K	0.01%	258

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Professional Financial Advisors's WELL Position: Q4 2022 in Review

Professional Financial Advisors sold out of Welltower (WELL) in Q4 2022, closing a stake of 112 shares — an estimated $7K sold.

Professional Financial Advisors first reported a position in WELL in Q3 2020 and held it in 9 quarters. The position peaked at $11K in Q1 2022. 798 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

Professional Financial Advisors reported no remaining Welltower position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 112 Welltower shares in Q4 2022, an estimated $7K.
Professional Financial Advisors first reported a position in Welltower in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Welltower position peaked at $11K in Q1 2022.
798 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.