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SpiderRock Advisors’s Welltower WELL Stock Holding History

SpiderRock Advisors’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
Q2 		– Hold
0
– -$112 – 175
2023
Q1 		– Hold
0
– – – 141
2022
Q4 		– Hold
0
– – – 138
2017
Q4 		– Hold
0
– -$38K – 413
2017
Q3 		– Hold
0
– – – 255
2017
Q2 		– Hold
0
– – – 399
2017
Q1 		– Hold
0
– – – 214

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

SpiderRock Advisors's WELL Position: Q3 2024 in Review

SpiderRock Advisors increased its Welltower (WELL) stake by 5.9% in Q3 2024, buying an estimated $30K and bringing the position to 4,584 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #592.

SpiderRock Advisors first reported a position in WELL in Q1 2024 and has held it in 3 quarters since. 1,059 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

  • SpiderRock Advisors held 4,584 shares of Welltower worth $587K as of Q3 2024.
  • SpiderRock Advisors bought 257 Welltower shares in Q3 2024, an estimated $30K.
  • Welltower made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #592 holding.
  • SpiderRock Advisors first reported a position in Welltower in Q1 2024 and has held it in 3 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.