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Ameritas Investment Company’s Welltower WELL Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-1,029
Closed -$73.7K – 2072
2021
Q1 		$73.7K Buy
+1,029
New +$69.1K 0.01% 849
2020
Q2 		– Sell
-2,074
Closed -$94K – 1589
2020
Q1 		$94K Buy
2,074
+277
+15% +$20.4K 0.02% 509
2019
Q4 		$147K Buy
1,797
+87
+5% +$7.45K 0.03% 389
2019
Q3 		$155K Buy
+1,710
New +$149K 0.03% 383
2019
Q2 		– Sell
-756
Closed -$59K – 876
2019
Q1 		$59K Sell
756
-3,193
-81% -$240K 0.01% 413
2018
Q4 		$274K Buy
+3,949
New +$269K 0.06% 244

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameritas Investment Company's WELL Position: Q2 2021 in Review

Ameritas Investment Company sold out of Welltower (WELL) in Q2 2021, closing a stake of 1,029 shares — an estimated $73.7K sold.

Ameritas Investment Company first reported a position in WELL in Q4 2018 and held it in 6 quarters. The position peaked at $274K in Q4 2018. 757 funds tracked by Wall St. Rank hold WELL as of Q2 2021.

  • Ameritas Investment Company reported no remaining Welltower position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 1,029 Welltower shares in Q2 2021, an estimated $73.7K.
  • Ameritas Investment Company first reported a position in Welltower in Q4 2018 and held it in 6 quarters.
  • Ameritas Investment Company's Welltower position peaked at $274K in Q4 2018.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.