Westshore Wealth’s Welltower WELL Stock Holding History

Westshore Wealth’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	-4,915	Closed	-$352K	–	152
2021 Q1	$352K	Buy	+4,915	New	+$330K	0.2%	81

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

Westshore Wealth's WELL Position: Q2 2021 in Review

Westshore Wealth sold out of Welltower (WELL) in Q2 2021, closing a stake of 4,915 shares — an estimated $352K sold.

Westshore Wealth first reported a position in WELL in Q1 2021 and held it in 1 quarter. The position peaked at $352K in Q1 2021. 756 funds tracked by Wall St. Rank hold WELL as of Q2 2021.

Westshore Wealth reported no remaining Welltower position as of Q2 2021 after selling out during the quarter.
Westshore Wealth sold 4,915 Welltower shares in Q2 2021, an estimated $352K.
Westshore Wealth first reported a position in Welltower in Q1 2021 and held it in 1 quarter.
Westshore Wealth's Welltower position peaked at $352K in Q1 2021.
756 funds tracked by Wall St. Rank held Welltower as of Q2 2021.

Based on Westshore Wealth's 13F filing for Q2 2021, filed 19 Aug 2021.