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Regal Wealth Group’s Welltower WELL Stock Holding History

Regal Wealth Group’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
Q2 		– Sell
-51
Closed -$4K – 241
2021
Q1 		$4K Hold
51
– – ﹤0.01% 208
2020
Q4 		$3K Hold
51
– – ﹤0.01% 189
2020
Q3 		$3K Buy
51
+1
+2% +$55 ﹤0.01% 186
2020
Q2 		$3K Buy
+50
New +$2.46K ﹤0.01% 181
2016
Q4 		– Sell
-60
Closed -$4K – 186
2016
Q3 		$4K Hold
60
– – ﹤0.01% 158
2016
Q2 		$5K Buy
+60
New +$4.26K ﹤0.01% 147

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regal Wealth Group's WELL Position: Q2 2021 in Review

Regal Wealth Group sold out of Welltower (WELL) in Q2 2021, closing a stake of 51 shares — an estimated $4K sold.

Regal Wealth Group first reported a position in WELL in Q2 2016 and held it in 6 quarters. The position peaked at $5K in Q2 2016. 756 funds tracked by Wall St. Rank hold WELL as of Q2 2021.

  • Regal Wealth Group reported no remaining Welltower position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 51 Welltower shares in Q2 2021, an estimated $4K.
  • Regal Wealth Group first reported a position in Welltower in Q2 2016 and held it in 6 quarters.
  • Regal Wealth Group's Welltower position peaked at $5K in Q2 2016.
  • 756 funds tracked by Wall St. Rank held Welltower as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.