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Senator Investment Group’s Welltower WELL Stock Holding History

Senator Investment 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
2022
Q3 		– Sell
-700,000
Closed -$57.6M – 61
2022
Q2 		$57.6M Sell
700,000
-315,000
-31% -$28M 4.13% 10
2022
Q1 		$97.6M Buy
+1,015,000
New +$88.2M 3.03% 10
2021
Q1 		– Sell
-750,000
Closed -$48.5M – 147
2020
Q4 		$48.5M Sell
750,000
-425,000
-36% -$25.8M 0.92% 46
2020
Q3 		$64.7M Buy
1,175,000
+625,000
+114% +$34.3M 1.89% 21
2020
Q2 		$28.5M Buy
+550,000
New +$27M 0.98% 34

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Senator Investment Group's WELL Position: Q3 2022 in Review

Senator Investment Group sold out of Welltower (WELL) in Q3 2022, closing a stake of 700,000 shares — an estimated $57.6M sold.

Senator Investment Group first reported a position in WELL in Q2 2020 and held it in 5 quarters. The position peaked at $97.6M in Q1 2022. 785 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

  • Senator Investment Group reported no remaining Welltower position as of Q3 2022 after selling out during the quarter.
  • Senator Investment Group sold 700,000 Welltower shares in Q3 2022, an estimated $57.6M.
  • Senator Investment Group first reported a position in Welltower in Q2 2020 and held it in 5 quarters.
  • Senator Investment Group's Welltower position peaked at $97.6M in Q1 2022.
  • 785 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on Senator Investment Group's 13F filing for Q3 2022, filed 10 Nov 2022.