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Spartan Planning & Wealth Management’s Welltower WELL Stock Holding History

Spartan Planning & Wealth Management’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
Q4 		$62.4K Sell
692
-1,677
-71% -$145K 0.07% 124
2023
Q3 		$194K Buy
+2,369
New +$195K 0.23% 63

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spartan Planning & Wealth Management's WELL Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Welltower (WELL) stake by 71% in Q4 2023, selling an estimated $145K and leaving 692 shares worth $62.4K. The position accounts for 0.07% of the portfolio, ranked #124.

Spartan Planning & Wealth Management first reported a position in WELL in Q3 2023 and has held it in 2 quarters since. The position peaked at $194K in Q3 2023. 933 funds tracked by Wall St. Rank hold WELL as of Q4 2023.

  • Spartan Planning & Wealth Management held 692 shares of Welltower worth $62.4K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 1,677 Welltower shares in Q4 2023, an estimated $145K.
  • Welltower made up 0.07% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #124 holding.
  • Spartan Planning & Wealth Management first reported a position in Welltower in Q3 2023 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Welltower position peaked at $194K in Q3 2023.
  • 933 funds tracked by Wall St. Rank held Welltower as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.