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 $2.9T AUM 29.55% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return