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Vahanian & Associates Financial Planning’s Welltower WELL Stock Holding History

Vahanian & Associates Financial Planning’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 		– Sell
-2,227
Closed -$214K – 63
2022
Q1 		$214K Sell
2,227
-3,854
-63% -$335K 0.49% 55
2021
Q4 		$522K Buy
+6,081
New +$507K 0.42% 64

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Vahanian & Associates Financial Planning's WELL Position: Q2 2022 in Review

Vahanian & Associates Financial Planning sold out of Welltower (WELL) in Q2 2022, closing a stake of 2,227 shares — an estimated $214K sold.

Vahanian & Associates Financial Planning first reported a position in WELL in Q4 2021 and held it in 2 quarters. The position peaked at $522K in Q4 2021. 817 funds tracked by Wall St. Rank hold WELL as of Q2 2022.

  • Vahanian & Associates Financial Planning reported no remaining Welltower position as of Q2 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,227 Welltower shares in Q2 2022, an estimated $214K.
  • Vahanian & Associates Financial Planning first reported a position in Welltower in Q4 2021 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's Welltower position peaked at $522K in Q4 2021.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q2 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.