Zeke Capital Advisors’s Welltower WELL Stock Holding History

Zeke Capital 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 Q2	–	Sell	-2,152	Closed	-$207K	–	539
2022 Q1	$207K	Buy	+2,152	New	+$187K	0.01%	480
2018 Q4	–	Sell	-21,068	Closed	-$1.35M	–	652
2018 Q3	$1.35M	Buy	21,068 +1,000	+5%	+$64.6K	0.11%	172
2018 Q2	$1.26M	Sell	20,068 -699	-3%	-$39K	0.12%	146
2018 Q1	$1.13M	Buy	+20,767	New	+$1.17M	0.1%	170
2017 Q4	–	Sell	-7,613	Closed	-$535K	–	616
2017 Q3	$535K	Buy	7,613 +4,516	+146%	+$328K	0.07%	210
2017 Q2	$232K	Buy	+3,097	New	+$226K	0.04%	248

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Zeke Capital Advisors's WELL Position: Q2 2022 in Review

Zeke Capital Advisors sold out of Welltower (WELL) in Q2 2022, closing a stake of 2,152 shares — an estimated $207K sold.

Zeke Capital Advisors first reported a position in WELL in Q2 2017 and held it in 6 quarters. The position peaked at $1.35M in Q3 2018. 817 funds tracked by Wall St. Rank hold WELL as of Q2 2022.

Zeke Capital Advisors reported no remaining Welltower position as of Q2 2022 after selling out during the quarter.
Zeke Capital Advisors sold 2,152 Welltower shares in Q2 2022, an estimated $207K.
Zeke Capital Advisors first reported a position in Welltower in Q2 2017 and held it in 6 quarters.
Zeke Capital Advisors's Welltower position peaked at $1.35M in Q3 2018.
817 funds tracked by Wall St. Rank held Welltower as of Q2 2022.

Based on Zeke Capital Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.