Safeguard Financial’s Welltower WELL Stock Holding History

Safeguard Financial’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	-6	Closed	-$1K	–	556
2023 Q2	$1K	Buy	+6	New	+$462	﹤0.01%	591

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

Safeguard Financial's WELL Position: Q3 2023 in Review

Safeguard Financial sold out of Welltower (WELL) in Q3 2023, closing a stake of 6 shares — an estimated $1K sold.

Safeguard Financial first reported a position in WELL in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 827 funds tracked by Wall St. Rank hold WELL as of Q3 2023.

Safeguard Financial reported no remaining Welltower position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 6 Welltower shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Welltower in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Welltower position peaked at $1K in Q2 2023.
827 funds tracked by Wall St. Rank held Welltower as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.