V Wealth Advisors’s Welltower WELL Stock Holding History

V Wealth 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	-2,415	Closed	-$207K	–	486
2021 Q4	$207K	Sell	2,415 -86	-3%	-$7.17K	0.03%	428
2021 Q3	$206K	Sell	2,501 -46	-2%	-$3.95K	0.03%	447
2021 Q2	$212K	Sell	2,547 -4,104	-62%	-$314K	0.03%	444
2021 Q1	$476K	Buy	+6,651	New	+$447K	0.09%	256
2017 Q3	–	Sell	-129	Closed	-$11K	–	707
2017 Q2	$11K	Buy	+129	New	+$9.43K	0.01%	555

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

V Wealth Advisors's WELL Position: Q1 2022 in Review

V Wealth Advisors sold out of Welltower (WELL) in Q1 2022, closing a stake of 2,415 shares — an estimated $207K sold.

V Wealth Advisors first reported a position in WELL in Q2 2017 and held it in 5 quarters. The position peaked at $476K in Q1 2021. 845 funds tracked by Wall St. Rank hold WELL as of Q1 2022.

V Wealth Advisors reported no remaining Welltower position as of Q1 2022 after selling out during the quarter.
V Wealth Advisors sold 2,415 Welltower shares in Q1 2022, an estimated $207K.
V Wealth Advisors first reported a position in Welltower in Q2 2017 and held it in 5 quarters.
V Wealth Advisors's Welltower position peaked at $476K in Q1 2021.
845 funds tracked by Wall St. Rank held Welltower as of Q1 2022.

Based on V Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.