Shilanski & Associates’s Welltower WELL Stock Holding History

Shilanski & Associates’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 Q4	–	Sell	-3,119	Closed	-$201K	–	220
2022 Q3	$201K	Buy	+3,119	New	+$244K	0.07%	133

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Shilanski & Associates's WELL Position: Q4 2022 in Review

Shilanski & Associates sold out of Welltower (WELL) in Q4 2022, closing a stake of 3,119 shares — an estimated $201K sold.

Shilanski & Associates first reported a position in WELL in Q3 2022 and held it in 1 quarter. The position peaked at $201K in Q3 2022. 798 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

Shilanski & Associates reported no remaining Welltower position as of Q4 2022 after selling out during the quarter.
Shilanski & Associates sold 3,119 Welltower shares in Q4 2022, an estimated $201K.
Shilanski & Associates first reported a position in Welltower in Q3 2022 and held it in 1 quarter.
Shilanski & Associates's Welltower position peaked at $201K in Q3 2022.
798 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.