AlphaSimPlex Group’s Welltower WELL Stock Holding History

AlphaSimPlex Group’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 Q4	–	Sell	-5,803	Closed	-$320K	–	332
2020 Q3	$320K	Buy	+5,803	New	+$319K	0.15%	248

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

AlphaSimPlex Group's WELL Position: Q4 2020 in Review

AlphaSimPlex Group sold out of Welltower (WELL) in Q4 2020, closing a stake of 5,803 shares — an estimated $320K sold.

AlphaSimPlex Group first reported a position in WELL in Q3 2020 and held it in 1 quarter. The position peaked at $320K in Q3 2020. 740 funds tracked by Wall St. Rank hold WELL as of Q4 2020.

AlphaSimPlex Group reported no remaining Welltower position as of Q4 2020 after selling out during the quarter.
AlphaSimPlex Group sold 5,803 Welltower shares in Q4 2020, an estimated $320K.
AlphaSimPlex Group first reported a position in Welltower in Q3 2020 and held it in 1 quarter.
AlphaSimPlex Group's Welltower position peaked at $320K in Q3 2020.
740 funds tracked by Wall St. Rank held Welltower as of Q4 2020.

Based on AlphaSimPlex Group's 13F filing for Q4 2020, filed 12 Feb 2021.