Alpha Quant Advisors’s Welltower WELL Stock Holding History

Alpha Quant 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 Q1	$587K	Buy	7,564 +299	+4%	+$22.4K	0.59%	73
2018 Q4	$504K	Buy	+7,265	New	+$494K	0.52%	75

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Alpha Quant Advisors's WELL Position: Q1 2019 in Review

Alpha Quant Advisors increased its Welltower (WELL) stake by 4.1% in Q1 2019, buying an estimated $22.4K and bringing the position to 7,564 shares worth $587K. The position accounts for 0.59% of the portfolio, ranked #73.

Alpha Quant Advisors first reported a position in WELL in Q4 2018 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

Alpha Quant Advisors held 7,564 shares of Welltower worth $587K as of Q1 2019.
Alpha Quant Advisors bought 299 Welltower shares in Q1 2019, an estimated $22.4K.
Welltower made up 0.59% of Alpha Quant Advisors's portfolio in Q1 2019, its #73 holding.
Alpha Quant Advisors first reported a position in Welltower in Q4 2018 and has held it in 2 quarters since.
805 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on Alpha Quant Advisors's 13F filing for Q1 2019, filed 8 May 2019.