American Century Companies
WELL.PRI

American Century Companies’s Welltower Inc. WELL.PRI Stock Holding History

American Century Companies’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,363,727
Closed -$81.6M – 1387
2017
Q4 		$81.6M Buy
1,363,727
+287,013
+27% +$17.7M 0.08% 290
2017
Q3 		$68.3M Buy
1,076,714
+425,314
+65% +$27.8M 0.07% 320
2017
Q2 		$43.2M Buy
651,400
+128,241
+25% +$8.36M 0.04% 393
2017
Q1 		$33M Buy
523,159
+187,178
+56% +$11.4M 0.03% 438
2016
Q4 		$20.2M Buy
+335,981
New +$20.3M 0.02% 527
2016
Q1 		– Sell
-402,700
Closed -$24.5M – 1411
2015
Q4 		$24.5M Sell
402,700
-185,860
-32% -$11.1M 0.03% 479
2015
Q3 		$35.7M Sell
588,560
-400,098
-40% -$24.4M 0.04% 429
2015
Q2 		$58.8M Sell
988,658
-39,485
-4% -$2.53M 0.07% 357
2015
Q1 		$69M Sell
1,028,143
-432,313
-30% -$29.9M 0.08% 326
2014
Q4 		$96.2M Sell
1,460,456
-28,537
-2% -$1.81M 0.11% 255
2014
Q3 		$85.1M Sell
1,488,993
-2,050
-0.1% -$121K 0.1% 257
2014
Q2 		$86.1M Sell
1,491,043
-8,640
-0.6% -$502K 0.1% 262
2014
Q1 		$83.3M Buy
1,499,683
+114,050
+8% +$6.21M 0.1% 265
2013
Q4 		$71M Buy
1,385,633
+112,750
+9% +$6.3M 0.08% 289
2013
Q3 		$73.3M Buy
+1,272,883
New +$75.5M 0.09% 275

Other funds holding WELL.PRI

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $421M AUM 14.71% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
UFG
United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return

American Century Companies's WELL.PRI Position: Q1 2018 in Review

American Century Companies sold out of Welltower Inc. (WELL.PRI) in Q1 2018, closing a stake of 1,363,727 shares — an estimated $81.6M sold.

American Century Companies first reported a position in WELL.PRI in Q3 2013 and held it in 15 quarters. The position peaked at $96.2M in Q4 2014. 16 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2018.

  • American Century Companies reported no remaining Welltower Inc. position as of Q1 2018 after selling out during the quarter.
  • American Century Companies sold 1,363,727 Welltower Inc. shares in Q1 2018, an estimated $81.6M.
  • American Century Companies first reported a position in Welltower Inc. in Q3 2013 and held it in 15 quarters.
  • American Century Companies's Welltower Inc. position peaked at $96.2M in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2018.

Based on American Century Companies's 13F filing for Q1 2018, filed 3 May 2018.