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WELL icon

TCWP’s Welltower WELL Stock Holding History

TCWP’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
Q2 		– Sell
-730
Closed -$70K – 1742
2022
Q1 		$70K Buy
+730
New +$63.4K 0.01% 415

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

TCWP's WELL Position: Q2 2022 in Review

TCWP sold out of Welltower (WELL) in Q2 2022, closing a stake of 730 shares — an estimated $70K sold.

TCWP first reported a position in WELL in Q1 2022 and held it in 1 quarter. The position peaked at $70K in Q1 2022. 817 funds tracked by Wall St. Rank hold WELL as of Q2 2022.

  • TCWP reported no remaining Welltower position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 730 Welltower shares in Q2 2022, an estimated $70K.
  • TCWP first reported a position in Welltower in Q1 2022 and held it in 1 quarter.
  • TCWP's Welltower position peaked at $70K in Q1 2022.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.