Urban Wealth Management’s Welltower WELL Stock Holding History

Urban Wealth 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
2022 Q2	$77K	Buy	+937	New	+$83.4K	0.26%	74

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Urban Wealth Management's WELL Position: Q2 2022 in Review

Urban Wealth Management opened a new position in Welltower (WELL) in Q2 2022: 937 shares worth $77K. The stake represents 0.26% of the portfolio and ranks #74 among its holdings.

817 funds tracked by Wall St. Rank hold WELL as of Q2 2022.

Urban Wealth Management held 937 shares of Welltower worth $77K as of Q2 2022.
Welltower was a new Urban Wealth Management position in Q2 2022.
Welltower made up 0.26% of Urban Wealth Management's portfolio in Q2 2022, its #74 holding.
817 funds tracked by Wall St. Rank held Welltower as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.