Tucker Asset Management’s Welltower WELL Stock Holding History

Tucker Asset Management’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	-106	Closed	-$11.1K	–	1696
2024 Q2	$11.1K	Hold	106	–	–	﹤0.01%	799
2024 Q1	$9.9K	Hold	106	–	–	﹤0.01%	858
2023 Q4	$9.56K	Hold	106	–	–	﹤0.01%	699
2023 Q3	$8.68K	Hold	106	–	–	﹤0.01%	683
2023 Q2	$8.57K	Hold	106	–	–	﹤0.01%	568
2023 Q1	$7.6K	Hold	106	–	–	﹤0.01%	610
2022 Q4	$6.98K	Hold	106	–	–	﹤0.01%	395
2022 Q3	$6.47K	Hold	106	–	–	﹤0.01%	391
2022 Q2	$8.73K	Hold	106	–	–	﹤0.01%	265
2022 Q1	$10.2K	Hold	106	–	–	﹤0.01%	232
2021 Q4	$9.11K	Hold	106	–	–	﹤0.01%	218
2021 Q3	$8.52K	Hold	106	–	–	﹤0.01%	195
2021 Q2	$8.81K	Hold	106	–	–	﹤0.01%	183
2021 Q1	$7.59K	Sell	106 -60	-36%	-$4.03K	﹤0.01%	193
2020 Q4	$10.7K	Buy	+166	New	+$10.1K	0.01%	190

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

Tucker Asset Management's WELL Position: Q3 2024 in Review

Tucker Asset Management sold out of Welltower (WELL) in Q3 2024, closing a stake of 106 shares — an estimated $11.1K sold.

Tucker Asset Management first reported a position in WELL in Q4 2020 and held it in 15 quarters. The position peaked at $11.1K in Q2 2024. 1,059 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

Tucker Asset Management reported no remaining Welltower position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 106 Welltower shares in Q3 2024, an estimated $11.1K.
Tucker Asset Management first reported a position in Welltower in Q4 2020 and held it in 15 quarters.
Tucker Asset Management's Welltower position peaked at $11.1K in Q2 2024.
1,059 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.