Wealthcare Capital Management’s Welltower WELL Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-55	Closed	-$4K	–	667
2021 Q1	$4K	Buy	+55	New	+$3.69K	﹤0.01%	449
2020 Q1	–	Sell	-46	Closed	-$4K	–	652
2019 Q4	$4K	Buy	+46	New	+$3.94K	﹤0.01%	341
2015 Q2	–	Sell	-21	Closed	-$2K	–	855
2015 Q1	$2K	Buy	+21	New	+$1.65K	﹤0.01%	833

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthcare Capital Management's WELL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Welltower (WELL) in Q2 2021, closing a stake of 55 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in WELL in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 756 funds tracked by Wall St. Rank hold WELL as of Q2 2021.

Wealthcare Capital Management reported no remaining Welltower position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 55 Welltower shares in Q2 2021, an estimated $4K.
Wealthcare Capital Management first reported a position in Welltower in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Welltower position peaked at $4K in Q1 2021.
756 funds tracked by Wall St. Rank held Welltower as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.