AIM
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AIA Investment Management’s Welltower WELL Stock Holding History

AIA 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
2020
Q2 		– Sell
-1,694
Closed -$78K – 464
2020
Q1 		$78K Buy
1,694
+146
+9% +$10.8K 0.02% 181
2019
Q4 		$127K Buy
1,548
+668
+76% +$57.2K 0.16% 102
2019
Q3 		$80K Buy
+880
New +$76.6K 0.08% 137

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIA Investment Management's WELL Position: Q2 2020 in Review

AIA Investment Management sold out of Welltower (WELL) in Q2 2020, closing a stake of 1,694 shares — an estimated $78K sold.

AIA Investment Management first reported a position in WELL in Q3 2019 and held it in 3 quarters. The position peaked at $127K in Q4 2019. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

  • AIA Investment Management reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
  • AIA Investment Management sold 1,694 Welltower shares in Q2 2020, an estimated $78K.
  • AIA Investment Management first reported a position in Welltower in Q3 2019 and held it in 3 quarters.
  • AIA Investment Management's Welltower position peaked at $127K in Q4 2019.
  • 731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on AIA Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.