Ranch Capital Advisors’s Welltower WELL Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-89	Closed	-$7K	–	597
2021 Q3	$7K	Hold	89	–	–	﹤0.01%	519
2021 Q2	$7K	Hold	89	–	–	﹤0.01%	712
2021 Q1	$6K	Hold	89	–	–	﹤0.01%	722
2020 Q4	$5K	Sell	89 -250	-74%	-$15.2K	﹤0.01%	734
2020 Q3	$18K	Hold	339	–	–	0.01%	478
2020 Q2	$19K	Hold	339	–	–	0.01%	484
2020 Q1	$15K	Hold	339	–	–	0.01%	494
2019 Q4	$28K	Buy	+339	New	+$29K	0.02%	446

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Ranch Capital Advisors's WELL Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Welltower (WELL) in Q4 2021, closing a stake of 89 shares — an estimated $7K sold.

Ranch Capital Advisors first reported a position in WELL in Q4 2019 and held it in 8 quarters. The position peaked at $28K in Q4 2019. 806 funds tracked by Wall St. Rank hold WELL as of Q4 2021.

Ranch Capital Advisors reported no remaining Welltower position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 89 Welltower shares in Q4 2021, an estimated $7K.
Ranch Capital Advisors first reported a position in Welltower in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Welltower position peaked at $28K in Q4 2019.
806 funds tracked by Wall St. Rank held Welltower as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.