TFO Wealth Partners’s Welltower WELL Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-40	Closed	-$3K	–	173
2021 Q4	$3K	Buy	40 +8	+25%	+$667	﹤0.01%	119
2021 Q3	$3K	Buy	+32	New	+$2.75K	﹤0.01%	127
2020 Q3	–	Sell	-250	Closed	-$13K	–	194
2020 Q2	$13K	Buy	+250	New	+$12.3K	0.01%	78
2020 Q1	–	Sell	-749	Closed	-$61K	–	177
2019 Q4	$61K	Buy	+749	New	+$64.1K	0.06%	59

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TFO Wealth Partners's WELL Position: Q1 2022 in Review

TFO Wealth Partners sold out of Welltower (WELL) in Q1 2022, closing a stake of 40 shares — an estimated $3K sold.

TFO Wealth Partners first reported a position in WELL in Q4 2019 and held it in 4 quarters. The position peaked at $61K in Q4 2019. 845 funds tracked by Wall St. Rank hold WELL as of Q1 2022.

TFO Wealth Partners reported no remaining Welltower position as of Q1 2022 after selling out during the quarter.
TFO Wealth Partners sold 40 Welltower shares in Q1 2022, an estimated $3K.
TFO Wealth Partners first reported a position in Welltower in Q4 2019 and held it in 4 quarters.
TFO Wealth Partners's Welltower position peaked at $61K in Q4 2019.
845 funds tracked by Wall St. Rank held Welltower as of Q1 2022.

Based on TFO Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.