Tilt Investment Management Holdings’s Welltower WELL Stock Holding History

Tilt Investment Management Holdings’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 Q4	$205K	Sell	2,268 -8,769	-79%	-$761K	0.22%	109
2023 Q3	$904K	Buy	11,037 +2,676	+32%	+$220K	0.65%	44
2023 Q2	$676K	Buy	8,361 +2,414	+41%	+$186K	0.45%	66
2023 Q1	$404K	Buy	5,947 +320	+6%	+$23.2K	0.3%	96
2022 Q4	$369K	Buy	+5,627	New	+$362K	0.31%	98

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Tilt Investment Management Holdings's WELL Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Welltower (WELL) stake by 79% in Q4 2023, selling an estimated $761K and leaving 2,268 shares worth $205K. The position accounts for 0.22% of the portfolio, ranked #109.

Tilt Investment Management Holdings first reported a position in WELL in Q4 2022 and has held it in 5 quarters since. The position peaked at $904K in Q3 2023. 934 funds tracked by Wall St. Rank hold WELL as of Q4 2023.

Tilt Investment Management Holdings held 2,268 shares of Welltower worth $205K as of Q4 2023.
Tilt Investment Management Holdings sold 8,769 Welltower shares in Q4 2023, an estimated $761K.
Welltower made up 0.22% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #109 holding.
Tilt Investment Management Holdings first reported a position in Welltower in Q4 2022 and has held it in 5 quarters since.
Tilt Investment Management Holdings's Welltower position peaked at $904K in Q3 2023.
934 funds tracked by Wall St. Rank held Welltower as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.