Wipfli Financial Advisors’s Welltower WELL Stock Holding History

Wipfli Financial 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
2022 Q3	$132K	Buy	+2,049	New	+$160K	0.01%	612

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Wipfli Financial Advisors's WELL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Welltower (WELL) in Q3 2022: 2,049 shares worth $132K. The stake represents 0.01% of the portfolio and ranks #612 among its holdings.

785 funds tracked by Wall St. Rank hold WELL as of Q3 2022.

Wipfli Financial Advisors held 2,049 shares of Welltower worth $132K as of Q3 2022.
Welltower was a new Wipfli Financial Advisors position in Q3 2022.
Welltower made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #612 holding.
785 funds tracked by Wall St. Rank held Welltower as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.