Relative Value Partners Group’s Welltower WELL Stock Holding History

Relative Value Partners 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
2024 Q2	$372K	Buy	+3,565	New	+$349K	0.05%	247

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Relative Value Partners Group's WELL Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Welltower (WELL) in Q2 2024: 3,565 shares worth $372K. The stake represents 0.05% of the portfolio and ranks #247 among its holdings.

1,000 funds tracked by Wall St. Rank hold WELL as of Q2 2024.

Relative Value Partners Group held 3,565 shares of Welltower worth $372K as of Q2 2024.
Welltower was a new Relative Value Partners Group position in Q2 2024.
Welltower made up 0.05% of Relative Value Partners Group's portfolio in Q2 2024, its #247 holding.
1,000 funds tracked by Wall St. Rank held Welltower as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.