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Aberdeen Asset Management’s Welltower WELL Stock Holding History

Aberdeen Asset Management’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
2017
Q2 		$39.8M Sell
531,624
-110,652
-17% -$8.09M 0.13% 149
2017
Q1 		$45.5M Sell
642,276
-26,313
-4% -$1.78M 0.16% 117
2016
Q4 		$44.7M Buy
668,589
+187,976
+39% +$12.5M 0.17% 108
2016
Q3 		$35.9M Buy
480,613
+173,252
+56% +$13.3M 0.13% 124
2016
Q2 		$23.4M Sell
307,361
-2,050
-0.7% -$146K 0.09% 178
2016
Q1 		$21.5M Sell
309,411
-13,555
-4% -$874K 0.08% 173
2015
Q4 		$22.9M Buy
322,966
+14,481
+5% +$945K 0.08% 161
2015
Q3 		$20.9M Sell
308,485
-10,298
-3% -$688K 0.07% 153
2015
Q2 		$20.9M Buy
318,783
+6,889
+2% +$494K 0.06% 169
2015
Q1 		$24.1M Buy
311,894
+18,168
+6% +$1.43M 0.06% 158
2014
Q4 		$22.2M Sell
293,726
-120,605
-29% -$8.61M 0.06% 171
2014
Q3 		$25.8M Buy
414,331
+74,151
+22% +$4.78M 0.06% 178
2014
Q2 		$21.3M Buy
340,180
+309,080
+994% +$19.4M 0.04% 212
2014
Q1 		$1.85M Sell
31,100
-400
-1% -$22.9K 0.01% 352
2013
Q4 		$1.68M Hold
31,500
– – ﹤0.01% 349
2013
Q3 		$1.97M Hold
31,500
– – 0.01% 298
2013
Q2 		$2.11M Buy
+31,500
New +$2.24M 0.01% 289

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Aberdeen Asset Management's WELL Position: Q2 2017 in Review

Aberdeen Asset Management reduced its Welltower (WELL) stake by 17% in Q2 2017, selling an estimated $8.09M and leaving 531,624 shares worth $39.8M. The position accounts for 0.13% of the portfolio, ranked #149.

Aberdeen Asset Management first reported a position in WELL in Q2 2013 and has held it in 17 quarters since. The position peaked at $45.5M in Q1 2017. 716 funds tracked by Wall St. Rank hold WELL as of Q2 2017.

  • Aberdeen Asset Management held 531,624 shares of Welltower worth $39.8M as of Q2 2017.
  • Aberdeen Asset Management sold 110,652 Welltower shares in Q2 2017, an estimated $8.09M.
  • Welltower made up 0.13% of Aberdeen Asset Management's portfolio in Q2 2017, its #149 holding.
  • Aberdeen Asset Management first reported a position in Welltower in Q2 2013 and has held it in 17 quarters since.
  • Aberdeen Asset Management's Welltower position peaked at $45.5M in Q1 2017.
  • 716 funds tracked by Wall St. Rank held Welltower as of Q2 2017.

Based on Aberdeen Asset Management's 13F filing for Q2 2017, filed 10 Aug 2017.