Atherton Lane Advisers’s Welltower WELL Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$279K	Hold	4,100	–	–	0.02%	191
2015 Q3	$278K	Hold	4,100	–	–	0.02%	190
2015 Q2	$269K	Hold	4,100	–	–	0.01%	201
2015 Q1	$317K	Hold	4,100	–	–	0.02%	208
2014 Q4	$310K	Hold	4,100	–	–	0.02%	222
2014 Q3	$256K	Hold	4,100	–	–	0.01%	228
2014 Q2	$257K	Hold	4,100	–	–	0.01%	237
2014 Q1	$244K	Hold	4,100	–	–	0.02%	140
2013 Q4	$220K	Hold	4,100	–	–	0.01%	144
2013 Q3	$256K	Hold	4,100	–	–	0.02%	121
2013 Q2	$275K	Buy	+4,100	New	+$291K	0.02%	116

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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 New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atherton Lane Advisers's WELL Position: Q4 2015 in Review

Atherton Lane Advisers held its Welltower (WELL) position steady in Q4 2015 at 4,100 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #191.

Atherton Lane Advisers first reported a position in WELL in Q2 2013 and has held it in 11 quarters since. The position peaked at $317K in Q1 2015. 632 funds tracked by Wall St. Rank hold WELL as of Q4 2015.

Atherton Lane Advisers held 4,100 shares of Welltower worth $279K as of Q4 2015.
Atherton Lane Advisers left its Welltower share count unchanged in Q4 2015.
Welltower made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #191 holding.
Atherton Lane Advisers first reported a position in Welltower in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's Welltower position peaked at $317K in Q1 2015.
632 funds tracked by Wall St. Rank held Welltower as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.