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Wealth Quarterback’s Welltower WELL Stock Holding History

Wealth Quarterback’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
2021
Q3 		$54K Buy
645
+4
+0.6% +$344 0.04% 223
2021
Q2 		$54K Buy
+641
New +$49.1K 0.03% 226
2020
Q2 		– Sell
-1,028
Closed -$46.2K – 786
2020
Q1 		$46.2K Sell
1,028
-3,502
-77% -$258K 0.04% 237
2019
Q4 		$86.6K Buy
+4,530
New +$388K 0.08% 172

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Quarterback's WELL Position: Q3 2021 in Review

Wealth Quarterback increased its Welltower (WELL) stake by 0.62% in Q3 2021, buying an estimated $344 and bringing the position to 645 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #223.

Wealth Quarterback first reported a position in WELL in Q4 2019 and has held it in 4 quarters since. The position peaked at $86.6K in Q4 2019. 760 funds tracked by Wall St. Rank hold WELL as of Q3 2021.

  • Wealth Quarterback held 645 shares of Welltower worth $54K as of Q3 2021.
  • Wealth Quarterback bought 4 Welltower shares in Q3 2021, an estimated $344.
  • Welltower made up 0.04% of Wealth Quarterback's portfolio in Q3 2021, its #223 holding.
  • Wealth Quarterback first reported a position in Welltower in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Welltower position peaked at $86.6K in Q4 2019.
  • 760 funds tracked by Wall St. Rank held Welltower as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.