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Anchor Capital Advisors’s Welltower WELL Stock Holding History

Anchor Capital Advisors’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
2020
Q4 		– Sell
-5,590
Closed -$308K – 269
2020
Q3 		$308K Sell
5,590
-30
-0.5% -$1.65K 0.01% 230
2020
Q2 		$291K Buy
+5,620
New +$276K 0.01% 227
2019
Q1 		– Sell
-511,412
Closed -$35.5M – 281
2018
Q4 		$35.5M Sell
511,412
-28,360
-5% -$1.93M 1.44% 12
2018
Q3 		$34.7M Sell
539,772
-13,427
-2% -$867K 1.26% 21
2018
Q2 		$34.7M Sell
553,199
-60,069
-10% -$3.35M 1.27% 21
2018
Q1 		$33.4M Sell
613,268
-16,183
-3% -$914K 1.16% 25
2017
Q4 		$40.1M Sell
629,451
-5,466
-0.9% -$367K 1.42% 15
2017
Q3 		$44.6M Sell
634,917
-7,684
-1% -$559K 1.61% 12
2017
Q2 		$48.1M Sell
642,601
-24,535
-4% -$1.79M 1.76% 7
2017
Q1 		$47.2M Buy
667,136
+16,309
+3% +$1.1M 1.64% 7
2016
Q4 		$43.6M Sell
650,827
-20,821
-3% -$1.38M 1.65% 8
2016
Q3 		$50.2M Sell
671,648
-254,731
-27% -$19.5M 1.69% 8
2016
Q2 		$70.6M Buy
926,379
+91,615
+11% +$6.51M 1.79% 8
2016
Q1 		$57.9M Sell
834,764
-16,173
-2% -$1.04M 1.39% 18
2015
Q4 		$57.9M Sell
850,937
-11,376
-1% -$742K 1.47% 19
2015
Q3 		$58.4M Sell
862,313
-7,663
-0.9% -$512K 1.49% 18
2015
Q2 		$57.1M Buy
869,976
+5,105
+0.6% +$366K 1.28% 27
2015
Q1 		$66.9M Sell
864,871
-313,513
-27% -$24.7M 1.45% 17
2014
Q4 		$89.2M Sell
1,178,384
-39,244
-3% -$2.8M 1.81% 7
2014
Q3 		$75.9M Sell
1,217,628
-50,561
-4% -$3.26M 1.57% 14
2014
Q2 		$79.5M Sell
1,268,189
-21,150
-2% -$1.33M 1.53% 15
2014
Q1 		$76.8M Buy
1,289,339
+63,907
+5% +$3.65M 1.53% 16
2013
Q4 		$65.6M Sell
1,225,432
-3,269
-0.3% -$194K 1.3% 28
2013
Q3 		$76.6M Sell
1,228,701
-85,961
-7% -$5.47M 1.65% 13
2013
Q2 		$88.1M Buy
+1,314,662
New +$93.4M 1.88% 8

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Anchor Capital Advisors's WELL Position: Q4 2020 in Review

Anchor Capital Advisors sold out of Welltower (WELL) in Q4 2020, closing a stake of 5,590 shares — an estimated $308K sold.

Anchor Capital Advisors first reported a position in WELL in Q2 2013 and held it in 25 quarters. The position peaked at $89.2M in Q4 2014. 740 funds tracked by Wall St. Rank hold WELL as of Q4 2020.

  • Anchor Capital Advisors reported no remaining Welltower position as of Q4 2020 after selling out during the quarter.
  • Anchor Capital Advisors sold 5,590 Welltower shares in Q4 2020, an estimated $308K.
  • Anchor Capital Advisors first reported a position in Welltower in Q2 2013 and held it in 25 quarters.
  • Anchor Capital Advisors's Welltower position peaked at $89.2M in Q4 2014.
  • 740 funds tracked by Wall St. Rank held Welltower as of Q4 2020.

Based on Anchor Capital Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.