TWA
WELL icon

TCI Wealth Advisors’s Welltower WELL Stock Holding History

TCI 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
Q2 		– Sell
-57
Closed -$4.09K – 2224
2023
Q1 		$4.09K Buy
57
+11
+24% +$798 ﹤0.01% 1671
2022
Q4 		$3.02K Sell
46
-50
-52% -$3.21K ﹤0.01% 1856
2022
Q3 		$6K Sell
96
-6
-6% -$469 ﹤0.01% 1392
2022
Q2 		$8K Sell
102
-28
-22% -$2.49K ﹤0.01% 1189
2022
Q1 		$12K Hold
130
– – ﹤0.01% 1011
2021
Q4 		$11K Buy
130
+17
+15% +$1.42K ﹤0.01% 1126
2021
Q3 		$9K Buy
113
+37
+49% +$3.18K ﹤0.01% 1205
2021
Q2 		$7K Buy
76
+17
+29% +$1.3K ﹤0.01% 1249
2021
Q1 		$5K Buy
59
+48
+436% +$3.22K ﹤0.01% 1315
2020
Q4 		$1K Hold
11
– – ﹤0.01% 1473
2020
Q3 		$0 Buy
11
+8
+267% +$439 ﹤0.01% 1673
2020
Q2 		$0 Sell
3
-71
-96% -$3.49K ﹤0.01% 1682
2020
Q1 		$3K Sell
74
-90
-55% -$6.64K ﹤0.01% 933
2019
Q4 		$13K Buy
164
+45
+38% +$3.85K 0.01% 660
2019
Q3 		$11K Hold
119
– – ﹤0.01% 633
2019
Q2 		$10K Sell
119
-2
-2% -$157 ﹤0.01% 633
2019
Q1 		$10K Sell
121
-10
-8% -$750 ﹤0.01% 641
2018
Q4 		$9K Sell
131
-26
-17% -$1.77K ﹤0.01% 659
2018
Q3 		$10K Buy
157
+40
+34% +$2.58K ﹤0.01% 644
2018
Q2 		$7K Buy
+117
New +$6.52K ﹤0.01% 718
2016
Q2 		– Sell
-108
Closed -$7K – 1379
2016
Q1 		$7K Buy
+108
New +$6.96K ﹤0.01% 662

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TCI Wealth Advisors's WELL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Welltower (WELL) in Q2 2023, closing a stake of 57 shares — an estimated $4.09K sold.

TCI Wealth Advisors first reported a position in WELL in Q1 2016 and held it in 21 quarters. The position peaked at $13K in Q4 2019. 812 funds tracked by Wall St. Rank hold WELL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Welltower position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 57 Welltower shares in Q2 2023, an estimated $4.09K.
  • TCI Wealth Advisors first reported a position in Welltower in Q1 2016 and held it in 21 quarters.
  • TCI Wealth Advisors's Welltower position peaked at $13K in Q4 2019.
  • 812 funds tracked by Wall St. Rank held Welltower as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.