RA
WELL icon

Reby Advisors’s Welltower WELL Stock Holding History

Reby 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
2020
Q4 		$30K Buy
+466
New +$28.3K 0.01% 295

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Reby Advisors's WELL Position: Q4 2020 in Review

Reby Advisors opened a new position in Welltower (WELL) in Q4 2020: 466 shares worth $30K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings.

740 funds tracked by Wall St. Rank hold WELL as of Q4 2020.

  • Reby Advisors held 466 shares of Welltower worth $30K as of Q4 2020.
  • Welltower was a new Reby Advisors position in Q4 2020.
  • Welltower made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #295 holding.
  • 740 funds tracked by Wall St. Rank held Welltower as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.