RE Dickinson Investment Advisors’s Welltower WELL Stock Holding History

RE Dickinson Investment 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
2023 Q3	–	Sell	-100	Closed	-$8K	–	290
2023 Q2	$8K	Hold	100	–	–	﹤0.01%	268
2023 Q1	$7K	Hold	100	–	–	﹤0.01%	291
2022 Q4	$7K	Hold	100	–	–	﹤0.01%	278
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	177
2022 Q2	$8	Hold	100	–	–	﹤0.01%	174
2022 Q1	$10K	Hold	100	–	–	0.01%	183
2021 Q4	$9K	Buy	+100	New	+$8.34K	0.01%	186

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

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

RE Dickinson Investment Advisors's WELL Position: Q3 2023 in Review

RE Dickinson Investment Advisors sold out of Welltower (WELL) in Q3 2023, closing a stake of 100 shares — an estimated $8K sold.

RE Dickinson Investment Advisors first reported a position in WELL in Q4 2021 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 827 funds tracked by Wall St. Rank hold WELL as of Q3 2023.

RE Dickinson Investment Advisors reported no remaining Welltower position as of Q3 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 100 Welltower shares in Q3 2023, an estimated $8K.
RE Dickinson Investment Advisors first reported a position in Welltower in Q4 2021 and held it in 7 quarters.
RE Dickinson Investment Advisors's Welltower position peaked at $10K in Q1 2022.
827 funds tracked by Wall St. Rank held Welltower as of Q3 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.