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Te Ahumairangi Investment Management’s Welltower WELL Stock Holding History

Te Ahumairangi Investment Management’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
2021
Q3 		– Sell
-9,000
Closed -$748K – 111
2021
Q2 		$748K Sell
9,000
-7,500
-45% -$574K 0.1% 100
2021
Q1 		$1.18M Sell
16,500
-18,700
-53% -$1.26M 0.15% 101
2020
Q4 		$2.27M Hold
35,200
– – 0.32% 90
2020
Q3 		$1.94M Buy
+35,200
New +$1.93M 0.33% 90

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Te Ahumairangi Investment Management's WELL Position: Q3 2021 in Review

Te Ahumairangi Investment Management sold out of Welltower (WELL) in Q3 2021, closing a stake of 9,000 shares — an estimated $748K sold.

Te Ahumairangi Investment Management first reported a position in WELL in Q3 2020 and held it in 4 quarters. The position peaked at $2.27M in Q4 2020. 761 funds tracked by Wall St. Rank hold WELL as of Q3 2021.

  • Te Ahumairangi Investment Management reported no remaining Welltower position as of Q3 2021 after selling out during the quarter.
  • Te Ahumairangi Investment Management sold 9,000 Welltower shares in Q3 2021, an estimated $748K.
  • Te Ahumairangi Investment Management first reported a position in Welltower in Q3 2020 and held it in 4 quarters.
  • Te Ahumairangi Investment Management's Welltower position peaked at $2.27M in Q4 2020.
  • 761 funds tracked by Wall St. Rank held Welltower as of Q3 2021.

Based on Te Ahumairangi Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.