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Acrospire Investment Management’s Welltower WELL Stock Holding History

Acrospire Investment 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 		– Sell
-200
Closed -$14K – 2566
2017
Q1 		$14K Sell
200
-300
-60% -$20.2K 0.01% 1778
2016
Q4 		$33K Buy
+500
New +$33.1K 0.01% 1603
2016
Q3 		– Sell
-100
Closed -$8K – 2173
2016
Q2 		$8K Sell
100
-103
-51% -$7.32K 0.01% 1796
2016
Q1 		$14K Buy
+203
New +$13.1K 0.01% 1665

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

Acrospire Investment Management's WELL Position: Q2 2017 in Review

Acrospire Investment Management sold out of Welltower (WELL) in Q2 2017, closing a stake of 200 shares — an estimated $14K sold.

Acrospire Investment Management first reported a position in WELL in Q1 2016 and held it in 4 quarters. The position peaked at $33K in Q4 2016. 716 funds tracked by Wall St. Rank hold WELL as of Q2 2017.

  • Acrospire Investment Management reported no remaining Welltower position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 200 Welltower shares in Q2 2017, an estimated $14K.
  • Acrospire Investment Management first reported a position in Welltower in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's Welltower position peaked at $33K in Q4 2016.
  • 716 funds tracked by Wall St. Rank held Welltower as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.