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Wealthstreet Investment Advisors’s Welltower WELL Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-13,750
Closed -$985K – 325
2021
Q1 		$985K Hold
13,750
– – 0.1% 171
2020
Q4 		$889K Buy
13,750
+2,000
+17% +$121K 0.09% 173
2020
Q3 		$647K Buy
11,750
+3,000
+34% +$165K 0.07% 193
2020
Q2 		$453K Sell
8,750
-550
-6% -$27K 0.06% 224
2020
Q1 		$426K Sell
9,300
-404
-4% -$29.8K 0.06% 208
2019
Q4 		$794K Hold
9,704
– – 0.09% 177
2019
Q3 		$868K Hold
9,704
– – 0.11% 155
2019
Q2 		$791K Buy
9,704
+150
+2% +$11.8K 0.1% 166
2019
Q1 		$741K Hold
9,554
– – 0.1% 172
2018
Q4 		$721K Hold
9,554
– – 0.1% 172
2018
Q3 		$615K Sell
9,554
-475
-5% -$30.7K 0.08% 215
2018
Q2 		$629K Buy
10,029
+400
+4% +$22.3K 0.08% 210
2018
Q1 		$524K Hold
9,629
– – 0.07% 227
2017
Q4 		$614K Buy
+9,629
New +$646K 0.07% 207

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's WELL Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Welltower (WELL) in Q2 2021, closing a stake of 13,750 shares — an estimated $985K sold.

Wealthstreet Investment Advisors first reported a position in WELL in Q4 2017 and held it in 14 quarters. The position peaked at $985K in Q1 2021. 757 funds tracked by Wall St. Rank hold WELL as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Welltower position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 13,750 Welltower shares in Q2 2021, an estimated $985K.
  • Wealthstreet Investment Advisors first reported a position in Welltower in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Welltower position peaked at $985K in Q1 2021.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.