Sierra Capital’s Welltower WELL Stock Holding History

Sierra Capital’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 Q1	–	Sell	-55	Closed	-$4K	–	552
2022 Q4	$4K	Hold	55	–	–	﹤0.01%	442
2022 Q3	$4K	Hold	55	–	–	﹤0.01%	445
2022 Q2	$5K	Hold	55	–	–	﹤0.01%	494
2022 Q1	$5K	Hold	55	–	–	﹤0.01%	546
2021 Q4	$5K	Buy	+55	New	+$4.58K	﹤0.01%	538

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Sierra Capital's WELL Position: Q1 2023 in Review

Sierra Capital sold out of Welltower (WELL) in Q1 2023, closing a stake of 55 shares — an estimated $4K sold.

Sierra Capital first reported a position in WELL in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

Sierra Capital reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 55 Welltower shares in Q1 2023, an estimated $4K.
Sierra Capital first reported a position in Welltower in Q4 2021 and held it in 5 quarters.
Sierra Capital's Welltower position peaked at $5K in Q2 2022.
775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.