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Amundi Asset Management US’s Welltower WELL Stock Holding History

Amundi Asset Management US’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
Q4 		– Sell
-72,500
Closed -$6.57M – 1663
2019
Q3 		$6.57M Hold
72,500
– – 0.01% 793
2019
Q2 		$5.91M Hold
72,500
– – ﹤0.01% 901
2019
Q1 		$5.63M Buy
+72,500
New +$5.44M 0.01% 864

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
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amundi Asset Management US's WELL Position: Q1 2021 in Review

Amundi Asset Management US increased its Welltower (WELL) stake by 10% in Q1 2021, buying an estimated $6.29M and bringing the position to 990,583 shares worth $71M. The position accounts for 0.05% of the portfolio, ranked #339.

Amundi Asset Management US first reported a position in WELL in Q2 2013 and has held it in 32 quarters since. The position peaked at $114M in Q1 2019. 735 funds tracked by Wall St. Rank hold WELL as of Q1 2021.

  • Amundi Asset Management US held 990,583 shares of Welltower worth $71M as of Q1 2021.
  • Amundi Asset Management US bought 93,647 Welltower shares in Q1 2021, an estimated $6.29M.
  • Welltower made up 0.05% of Amundi Asset Management US's portfolio in Q1 2021, its #339 holding.
  • Amundi Asset Management US first reported a position in Welltower in Q2 2013 and has held it in 32 quarters since.
  • Amundi Asset Management US's Welltower position peaked at $114M in Q1 2019.
  • 735 funds tracked by Wall St. Rank held Welltower as of Q1 2021.

Based on Amundi Asset Management US's 13F filing for Q1 2021, filed 17 May 2021.