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South Dakota Investment Council’s Welltower WELL Stock Holding History

South Dakota Investment Council’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
2024
Q1 		– Sell
-57,289
Closed -$5.17M – 641
2023
Q4 		$5.17M Hold
57,289
– – 0.11% 183
2023
Q3 		$4.69M Hold
57,289
– – 0.11% 183
2023
Q2 		$4.63M Hold
57,289
– – 0.1% 195
2023
Q1 		$4.11M Hold
57,289
– – 0.09% 210
2022
Q4 		$3.75M Hold
57,289
– – 0.08% 206
2022
Q3 		$3.69M Hold
57,289
– – 0.09% 202
2022
Q2 		$4.72M Hold
57,289
– – 0.11% 177
2022
Q1 		$5.51M Buy
57,289
+40,093
+233% +$3.48M 0.11% 174
2021
Q4 		$1.48M Hold
17,196
– – 0.02% 412
2021
Q3 		$1.42M Hold
17,196
– – 0.03% 403
2021
Q2 		$1.43M Sell
17,196
-3,620
-17% -$277K 0.03% 405
2021
Q1 		$1.49M Hold
20,816
– – 0.02% 417
2020
Q4 		$1.34M Hold
20,816
– – 0.02% 396
2020
Q3 		$1.15M Hold
20,816
– – 0.03% 389
2020
Q2 		$1.08M Hold
20,816
– – 0.03% 389
2020
Q1 		$953K Sell
20,816
-28
-0.1% -$2.07K 0.03% 366
2019
Q4 		$1.71M Sell
20,844
-6,320
-23% -$541K 0.04% 339
2019
Q3 		$2.46M Buy
27,164
+1,960
+8% +$171K 0.05% 311
2019
Q2 		$2.06M Sell
25,204
-1,996
-7% -$157K 0.04% 310
2019
Q1 		$2.11M Hold
27,200
– – 0.04% 305
2018
Q4 		$1.89M Hold
27,200
– – 0.05% 290
2018
Q3 		$1.75M Hold
27,200
– – 0.04% 330
2018
Q2 		$1.71M Hold
27,200
– – 0.04% 345
2018
Q1 		$1.48M Hold
27,200
– – 0.03% 361
2017
Q4 		$1.74M Hold
27,200
– – 0.04% 342
2017
Q3 		$1.91M Buy
27,200
+6,700
+33% +$487K 0.04% 341
2017
Q2 		$1.53M Hold
20,500
– – 0.03% 360
2017
Q1 		$1.45M Hold
20,500
– – 0.03% 358
2016
Q4 		$1.37M Buy
+20,500
New +$1.36M 0.03% 364

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

South Dakota Investment Council's WELL Position: Q1 2024 in Review

South Dakota Investment Council sold out of Welltower (WELL) in Q1 2024, closing a stake of 57,289 shares — an estimated $5.17M sold.

South Dakota Investment Council first reported a position in WELL in Q4 2016 and held it in 29 quarters. The position peaked at $5.51M in Q1 2022. 963 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

  • South Dakota Investment Council reported no remaining Welltower position as of Q1 2024 after selling out during the quarter.
  • South Dakota Investment Council sold 57,289 Welltower shares in Q1 2024, an estimated $5.17M.
  • South Dakota Investment Council first reported a position in Welltower in Q4 2016 and held it in 29 quarters.
  • South Dakota Investment Council's Welltower position peaked at $5.51M in Q1 2022.
  • 963 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on South Dakota Investment Council's 13F filing for Q1 2024, filed 2 May 2024.