Rain Capital Management’s Welltower WELL Stock Holding History

Rain Capital Management’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	–	Sell	-75	Closed	-$5.38K	–	126
2023 Q1	$5.38K	Buy	+75	New	+$5.44K	﹤0.01%	89

Other funds holding WELL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rain Capital Management's WELL Position: Q2 2023 in Review

Rain Capital Management sold out of Welltower (WELL) in Q2 2023, closing a stake of 75 shares — an estimated $5.38K sold.

Rain Capital Management first reported a position in WELL in Q1 2023 and held it in 1 quarter. The position peaked at $5.38K in Q1 2023. 813 funds tracked by Wall St. Rank hold WELL as of Q2 2023.

Rain Capital Management reported no remaining Welltower position as of Q2 2023 after selling out during the quarter.
Rain Capital Management sold 75 Welltower shares in Q2 2023, an estimated $5.38K.
Rain Capital Management first reported a position in Welltower in Q1 2023 and held it in 1 quarter.
Rain Capital Management's Welltower position peaked at $5.38K in Q1 2023.
813 funds tracked by Wall St. Rank held Welltower as of Q2 2023.

Based on Rain Capital Management's 13F filing for Q2 2023, filed 9 Aug 2023.