1834 Investment Advisors’s Welltower WELL Stock Holding History

1834 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
2020 Q1	–	Sell	-202	Closed	-$17K	–	450
2019 Q4	$17K	Hold	202	–	–	﹤0.01%	341
2019 Q3	$18K	Buy	+202	New	+$17.6K	﹤0.01%	333

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

1834 Investment Advisors's WELL Position: Q1 2020 in Review

1834 Investment Advisors sold out of Welltower (WELL) in Q1 2020, closing a stake of 202 shares — an estimated $17K sold.

1834 Investment Advisors first reported a position in WELL in Q3 2019 and held it in 2 quarters. The position peaked at $18K in Q3 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

1834 Investment Advisors reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
1834 Investment Advisors sold 202 Welltower shares in Q1 2020, an estimated $17K.
1834 Investment Advisors first reported a position in Welltower in Q3 2019 and held it in 2 quarters.
1834 Investment Advisors's Welltower position peaked at $18K in Q3 2019.
752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.