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Amica Pension Fund Board of Trustees’s Welltower WELL Stock Holding History

Amica Pension Fund Board of Trustees’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
2019
Q1 		– Sell
-10,846
Closed -$753K – 289
2018
Q4 		$753K Buy
10,846
+5,562
+105% +$378K 0.12% 201
2018
Q3 		$340K Sell
5,284
-5,781
-52% -$373K 0.04% 309
2018
Q2 		$694K Hold
11,065
– – 0.09% 232
2018
Q1 		$602K Sell
11,065
-39,084
-78% -$2.21M 0.08% 260
2017
Q4 		$3.2M Hold
50,149
– – 0.37% 77
2017
Q3 		$3.52M Buy
+50,149
New +$3.65M 0.42% 61
2017
Q2 		– Sell
-48,424
Closed -$3.43M – 373
2017
Q1 		$3.43M Buy
48,424
+10,907
+29% +$736K 0.42% 60
2016
Q4 		$2.51M Buy
37,517
+16,871
+82% +$1.12M 0.3% 93
2016
Q3 		$1.54M Sell
20,646
-5,900
-22% -$452K 0.2% 139
2016
Q2 		$2.02M Sell
26,546
-3,300
-11% -$234K 0.27% 105
2016
Q1 		$2.07M Hold
29,846
– – 0.27% 102
2015
Q4 		$2.03M Buy
+29,846
New +$1.95M 0.27% 102
2015
Q3 		– Sell
-35,846
Closed -$2.35M – 405
2015
Q2 		$2.35M Sell
35,846
-17,300
-33% -$1.24M 0.31% 102
2015
Q1 		$4.11M Sell
53,146
-261
-0.5% -$20.5K 0.54% 56
2014
Q4 		$4.04M Hold
53,407
– – 0.5% 61
2014
Q3 		$3.33M Buy
53,407
+30,047
+129% +$1.94M 0.44% 65
2014
Q2 		$1.46M Hold
23,360
– – 0.19% 154
2014
Q1 		$1.39M Hold
23,360
– – 0.18% 154
2013
Q4 		$1.25M Hold
23,360
– – 0.17% 159
2013
Q3 		$1.46M Buy
23,360
+600
+3% +$38.2K 0.21% 133
2013
Q2 		$1.53M Buy
+22,760
New +$1.62M 0.23% 127

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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

Amica Pension Fund Board of Trustees's WELL Position: Q1 2019 in Review

Amica Pension Fund Board of Trustees sold out of Welltower (WELL) in Q1 2019, closing a stake of 10,846 shares — an estimated $753K sold.

Amica Pension Fund Board of Trustees first reported a position in WELL in Q2 2013 and held it in 21 quarters. The position peaked at $4.11M in Q1 2015. 806 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

  • Amica Pension Fund Board of Trustees reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
  • Amica Pension Fund Board of Trustees sold 10,846 Welltower shares in Q1 2019, an estimated $753K.
  • Amica Pension Fund Board of Trustees first reported a position in Welltower in Q2 2013 and held it in 21 quarters.
  • Amica Pension Fund Board of Trustees's Welltower position peaked at $4.11M in Q1 2015.
  • 806 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on Amica Pension Fund Board of Trustees's 13F filing for Q1 2019.