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Sutton Wealth Advisors’s Welltower WELL Stock Holding History

Sutton Wealth 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
Q3 		$44.7K Buy
546
+21
+4% +$1.73K 0.02% 239
2023
Q2 		$42.5K Sell
525
-5
-0.9% -$385 0.02% 245
2023
Q1 		$38K Sell
530
-30
-5% -$2.18K 0.02% 231
2022
Q4 		$36.7K Buy
560
+154
+38% +$9.9K 0.01% 482
2022
Q3 		$26.1K Sell
406
-15
-4% -$1.17K 0.01% 574
2022
Q2 		$34.7K Hold
421
– – 0.01% 488
2022
Q1 		$40.5K Buy
421
+12
+3% +$1.04K 0.01% 473
2021
Q4 		$35.1K Buy
409
+32
+8% +$2.67K 0.01% 522
2021
Q3 		$31.1K Buy
377
+2
+0.5% +$172 0.01% 544
2021
Q2 		$31.2K Hold
375
– – 0.01% 560
2021
Q1 		$26.9K Buy
375
+9
+2% +$604 0.01% 588
2020
Q4 		$23.7K Buy
366
+20
+6% +$1.21K 0.01% 562
2020
Q3 		$19.1K Hold
346
– – 0.01% 561
2020
Q2 		$17.9K Sell
346
-530
-61% -$26K 0.01% 569
2020
Q1 		$40.1K Buy
876
+673
+332% +$49.7K 0.03% 311
2019
Q4 		$16.6K Hold
203
– – 0.01% 673
2019
Q3 		$18.4K Hold
203
– – 0.01% 610
2019
Q2 		$16.6K Hold
203
– – 0.01% 637
2019
Q1 		$15.8K Hold
203
– – 0.01% 657
2018
Q4 		$14.1K Buy
203
+15
+8% +$1.02K 0.01% 649
2018
Q3 		$12.1K Sell
188
-190
-50% -$12.3K 0.01% 750
2018
Q2 		$23.7K Sell
378
-177
-32% -$9.86K 0.02% 535
2018
Q1 		$30.2K Buy
555
+181
+48% +$10.2K 0.02% 411
2017
Q4 		$23.9K Sell
374
-7
-2% -$470 0.02% 495
2017
Q3 		$26.8K Hold
381
– – 0.02% 445
2017
Q2 		$28.5K Buy
381
+7
+2% +$512 0.02% 420
2017
Q1 		$26.5K Sell
374
-9
-2% -$607 0.02% 408
2016
Q4 		$25.6K Sell
383
-297
-44% -$19.7K 0.02% 417
2016
Q3 		$50.8K Buy
680
+312
+85% +$23.9K 0.05% 257
2016
Q2 		$28K Hold
368
– – 0.03% 347
2016
Q1 		$25.5K Buy
+368
New +$23.7K 0.02% 373

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's WELL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Welltower (WELL) stake by 4% in Q3 2023, buying an estimated $1.73K and bringing the position to 546 shares worth $44.7K. The position accounts for 0.02% of the portfolio, ranked #239.

Sutton Wealth Advisors first reported a position in WELL in Q1 2016 and has held it in 31 quarters since. The position peaked at $50.8K in Q3 2016. 828 funds tracked by Wall St. Rank hold WELL as of Q3 2023.

  • Sutton Wealth Advisors held 546 shares of Welltower worth $44.7K as of Q3 2023.
  • Sutton Wealth Advisors bought 21 Welltower shares in Q3 2023, an estimated $1.73K.
  • Welltower made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #239 holding.
  • Sutton Wealth Advisors first reported a position in Welltower in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Welltower position peaked at $50.8K in Q3 2016.
  • 828 funds tracked by Wall St. Rank held Welltower as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.