ARTA
WELL icon

A.R.T. Advisors’s Welltower WELL Stock Holding History

A.R.T. 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
2019
Q2 		– Sell
-2,836
Closed -$220K – 1656
2019
Q1 		$220K Buy
+2,836
New +$213K 0.01% 1053
2018
Q3 		– Sell
-28,000
Closed -$1.75M – 1745
2018
Q2 		$1.75M Buy
+28,000
New +$1.56M 0.07% 411
2016
Q4 		– Sell
-7,600
Closed -$568K – 1420
2016
Q3 		$568K Buy
+7,600
New +$582K 0.18% 169
2016
Q1 		– Sell
-45,929
Closed -$3.12M – 1681
2015
Q4 		$3.12M Sell
45,929
-710
-2% -$46.3K 0.15% 170
2015
Q3 		$3.16M Buy
+46,639
New +$3.11M 0.12% 240
2014
Q3 		– Sell
-12,028
Closed -$753K – 1551
2014
Q2 		$753K Sell
12,028
-12,282
-51% -$773K 0.04% 597
2014
Q1 		$1.45M Sell
24,310
-29,769
-55% -$1.7M 0.08% 356
2013
Q4 		$2.9M Buy
+54,079
New +$3.22M 0.15% 189

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return