Sante Capital Fund’s Welltower WELL Stock Holding History

Sante Capital Fund’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
2022 Q3	$927K	Buy	+14,407	New	+$1.13M	1.9%	15

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Sante Capital Fund's WELL Position: Q3 2022 in Review

Sante Capital Fund opened a new position in Welltower (WELL) in Q3 2022: 14,407 shares worth $927K. The stake represents 1.9% of the portfolio and ranks #15 among its holdings.

785 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

Sante Capital Fund held 14,407 shares of Welltower worth $927K as of Q3 2022.
Welltower was a new Sante Capital Fund position in Q3 2022.
Welltower made up 1.9% of Sante Capital Fund's portfolio in Q3 2022, its #15 holding.
785 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on Sante Capital Fund's 13F filing for Q3 2022, filed 14 Nov 2022.