AFS
WELL.PRI

Amtrust Financial Services’s Welltower Inc. WELL.PRI Stock Holding History

Amtrust Financial Services’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
-4,360
Closed -$261K – 76
2017
Q4 		$261K Hold
4,360
– – 0.12% 60
2017
Q3 		$278K Hold
4,360
– – 0.15% 47
2017
Q2 		$289K Hold
4,360
– – 0.16% 51
2017
Q1 		$309K Buy
+4,360
New +$266K 0.06% 86

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 $28.2B AUM 21.78% 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 $402M AUM 10.33% 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 $128M AUM 7.56% 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 $677M AUM 27.58% 1-Year Est. Return
UFG
United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return

Amtrust Financial Services's WELL.PRI Position: Q1 2018 in Review

Amtrust Financial Services sold out of Welltower Inc. (WELL.PRI) in Q1 2018, closing a stake of 4,360 shares — an estimated $261K sold.

Amtrust Financial Services first reported a position in WELL.PRI in Q1 2017 and held it in 4 quarters. The position peaked at $309K in Q1 2017. 16 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2018.

  • Amtrust Financial Services reported no remaining Welltower Inc. position as of Q1 2018 after selling out during the quarter.
  • Amtrust Financial Services sold 4,360 Welltower Inc. shares in Q1 2018, an estimated $261K.
  • Amtrust Financial Services first reported a position in Welltower Inc. in Q1 2017 and held it in 4 quarters.
  • Amtrust Financial Services's Welltower Inc. position peaked at $309K in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2018.

Based on Amtrust Financial Services's 13F filing for Q1 2018, filed 11 May 2018.