Toews Corporation’s Welltower WELL Stock Holding History

Toews Corporation’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 Q4	–	Sell	-15,600	Closed	-$1M	–	120
2022 Q3	$1M	Buy	+15,600	New	+$1.22M	0.74%	95
2020 Q2	–	Sell	-10,200	Closed	-$467K	–	108
2020 Q1	$467K	Buy	+10,200	New	+$753K	0.43%	104
2018 Q2	–	Sell	-14,000	Closed	-$762K	–	133
2018 Q1	$762K	Buy	+14,000	New	+$790K	0.25%	102

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

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

Norges Bank Oslo, Norway $935B AUM

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Toews Corporation's WELL Position: Q4 2022 in Review

Toews Corporation sold out of Welltower (WELL) in Q4 2022, closing a stake of 15,600 shares — an estimated $1M sold.

Toews Corporation first reported a position in WELL in Q1 2018 and held it in 3 quarters. The position peaked at $1M in Q3 2022. 799 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

Toews Corporation reported no remaining Welltower position as of Q4 2022 after selling out during the quarter.
Toews Corporation sold 15,600 Welltower shares in Q4 2022, an estimated $1M.
Toews Corporation first reported a position in Welltower in Q1 2018 and held it in 3 quarters.
Toews Corporation's Welltower position peaked at $1M in Q3 2022.
799 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

Based on Toews Corporation's 13F filing for Q4 2022, filed 2 Feb 2023.