Retirement Guys Formula’s Welltower WELL Stock Holding History

Retirement Guys Formula’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	–	Sell	-5,087	Closed	-$475K	–	131
2024 Q1	$475K	Buy	+5,087	New	+$461K	0.23%	96

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Retirement Guys Formula's WELL Position: Q2 2024 in Review

Retirement Guys Formula sold out of Welltower (WELL) in Q2 2024, closing a stake of 5,087 shares — an estimated $475K sold.

Retirement Guys Formula first reported a position in WELL in Q1 2024 and held it in 1 quarter. The position peaked at $475K in Q1 2024. 996 funds tracked by Wall St. Rank hold WELL as of Q2 2024.

Retirement Guys Formula reported no remaining Welltower position as of Q2 2024 after selling out during the quarter.
Retirement Guys Formula sold 5,087 Welltower shares in Q2 2024, an estimated $475K.
Retirement Guys Formula first reported a position in Welltower in Q1 2024 and held it in 1 quarter.
Retirement Guys Formula's Welltower position peaked at $475K in Q1 2024.
996 funds tracked by Wall St. Rank held Welltower as of Q2 2024.

Based on Retirement Guys Formula's 13F filing for Q2 2024, filed 1 Aug 2024.