Tobias Financial Advisors’s Welltower WELL Stock Holding History

Tobias Financial Advisors’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	-520,205	Closed	-$44.6M	–	129
2021 Q4	$44.6M	Buy	+520,205	New	+$43.4M	3.51%	5

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Tobias Financial Advisors's WELL Position: Q1 2022 in Review

Tobias Financial Advisors sold out of Welltower (WELL) in Q1 2022, closing a stake of 520,205 shares — an estimated $44.6M sold.

Tobias Financial Advisors first reported a position in WELL in Q4 2021 and held it in 1 quarter. The position peaked at $44.6M in Q4 2021. 845 funds tracked by Wall St. Rank hold WELL as of Q1 2022.

Tobias Financial Advisors reported no remaining Welltower position as of Q1 2022 after selling out during the quarter.
Tobias Financial Advisors sold 520,205 Welltower shares in Q1 2022, an estimated $44.6M.
Tobias Financial Advisors first reported a position in Welltower in Q4 2021 and held it in 1 quarter.
Tobias Financial Advisors's Welltower position peaked at $44.6M in Q4 2021.
845 funds tracked by Wall St. Rank held Welltower as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.