The Family Firm’s Welltower WELL Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-873	Closed	-$91K	–	844
2024 Q2	$91K	Buy	+873	New	+$85.6K	0.02%	292

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

The Family Firm's WELL Position: Q3 2024 in Review

The Family Firm sold out of Welltower (WELL) in Q3 2024, closing a stake of 873 shares — an estimated $91K sold.

The Family Firm first reported a position in WELL in Q2 2024 and held it in 1 quarter. The position peaked at $91K in Q2 2024. 1,059 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

The Family Firm reported no remaining Welltower position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 873 Welltower shares in Q3 2024, an estimated $91K.
The Family Firm first reported a position in Welltower in Q2 2024 and held it in 1 quarter.
The Family Firm's Welltower position peaked at $91K in Q2 2024.
1,059 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.