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Ancora Family Wealth Advisors’s Welltower WELL Stock Holding History

Ancora Family Wealth 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
2016
Q3 		$3.32M Sell
44,439
-6,326
-12% -$484K 1.13% 23
2016
Q2 		$3.87M Sell
50,765
-1,830
-3% -$130K 1.46% 14
2016
Q1 		$3.65M Buy
52,595
+420
+0.8% +$27.1K 1.49% 15
2015
Q4 		$3.55M Buy
52,175
+9,537
+22% +$622K 1.52% 13
2015
Q3 		$2.89M Buy
+42,638
New +$2.85M 1.2% 18

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ancora Family Wealth Advisors's WELL Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its Welltower (WELL) stake by 12% in Q3 2016, selling an estimated $484K and leaving 44,439 shares worth $3.32M. The position accounts for 1.13% of the portfolio, ranked #23.

Ancora Family Wealth Advisors first reported a position in WELL in Q3 2015 and has held it in 5 quarters since. The position peaked at $3.87M in Q2 2016. 680 funds tracked by Wall St. Rank hold WELL as of Q3 2016.

  • Ancora Family Wealth Advisors held 44,439 shares of Welltower worth $3.32M as of Q3 2016.
  • Ancora Family Wealth Advisors sold 6,326 Welltower shares in Q3 2016, an estimated $484K.
  • Welltower made up 1.13% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #23 holding.
  • Ancora Family Wealth Advisors first reported a position in Welltower in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Welltower position peaked at $3.87M in Q2 2016.
  • 680 funds tracked by Wall St. Rank held Welltower as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.