Surevest’s Welltower WELL Stock Holding History

Surevest’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 Q3	$13K	Hold	208	–	–	﹤0.01%	271
2022 Q2	$17K	Hold	208	–	–	﹤0.01%	276
2022 Q1	$20K	Hold	208	–	–	﹤0.01%	245
2021 Q4	$18K	Buy	+208	New	+$17.3K	﹤0.01%	255

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Surevest's WELL Position: Q3 2022 in Review

Surevest held its Welltower (WELL) position steady in Q3 2022 at 208 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Surevest first reported a position in WELL in Q4 2021 and has held it in 4 quarters since. The position peaked at $20K in Q1 2022. 785 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

Surevest held 208 shares of Welltower worth $13K as of Q3 2022.
Surevest left its Welltower share count unchanged in Q3 2022.
Welltower made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #271 holding.
Surevest first reported a position in Welltower in Q4 2021 and has held it in 4 quarters since.
Surevest's Welltower position peaked at $20K in Q1 2022.
785 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.