ARMC
WELL.PRI

American Research & Management Company’s Welltower Inc. WELL.PRI Stock Holding History

American Research & Management Company’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
2016
Q2 		– Sell
-200
Closed -$12K – 371
2016
Q1 		$12K Buy
+200
New +$11.7K 0.01% 262

Other funds holding WELL.PRI

AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

American Research & Management Company's WELL.PRI Position: Q2 2016 in Review

American Research & Management Company sold out of Welltower Inc. (WELL.PRI) in Q2 2016, closing a stake of 200 shares — an estimated $12K sold.

American Research & Management Company first reported a position in WELL.PRI in Q1 2016 and held it in 1 quarter. The position peaked at $12K in Q1 2016. 70 funds tracked by Wall St. Rank hold WELL.PRI as of Q2 2016.

  • American Research & Management Company reported no remaining Welltower Inc. position as of Q2 2016 after selling out during the quarter.
  • American Research & Management Company sold 200 Welltower Inc. shares in Q2 2016, an estimated $12K.
  • American Research & Management Company first reported a position in Welltower Inc. in Q1 2016 and held it in 1 quarter.
  • American Research & Management Company's Welltower Inc. position peaked at $12K in Q1 2016.
  • 70 funds tracked by Wall St. Rank held Welltower Inc. as of Q2 2016.

Based on American Research & Management Company's 13F filing for Q2 2016, filed 29 Jul 2016.