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American Financial Group’s Welltower WELL Stock Holding History

American Financial 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
-118,440
Closed -$6.53M – 120
2020
Q3 		$6.53M Hold
118,440
– – 0.9% 35
2020
Q2 		$6.13M Sell
118,440
-80,000
-40% -$3.93M 0.82% 39
2020
Q1 		$9.08M Buy
+198,440
New +$14.6M 1.08% 33

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

American Financial Group's WELL Position: Q4 2020 in Review

American Financial Group sold out of Welltower (WELL) in Q4 2020, closing a stake of 118,440 shares — an estimated $6.53M sold.

American Financial Group first reported a position in WELL in Q1 2020 and held it in 3 quarters. The position peaked at $9.08M in Q1 2020. 741 funds tracked by Wall St. Rank hold WELL as of Q4 2020.

  • American Financial Group reported no remaining Welltower position as of Q4 2020 after selling out during the quarter.
  • American Financial Group sold 118,440 Welltower shares in Q4 2020, an estimated $6.53M.
  • American Financial Group first reported a position in Welltower in Q1 2020 and held it in 3 quarters.
  • American Financial Group's Welltower position peaked at $9.08M in Q1 2020.
  • 741 funds tracked by Wall St. Rank held Welltower as of Q4 2020.

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