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Axiom Investment Management’s Welltower WELL Stock Holding History

Axiom Investment Management’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
Q3 		– Sell
-2,632
Closed -$214K – 422
2019
Q2 		$214K Sell
2,632
-50
-2% -$3.93K 0.04% 343
2019
Q1 		$208K Sell
2,682
-5,089
-65% -$382K 0.04% 338
2018
Q4 		$539K Buy
+7,771
New +$529K 0.11% 176

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Axiom Investment Management's WELL Position: Q3 2019 in Review

Axiom Investment Management sold out of Welltower (WELL) in Q3 2019, closing a stake of 2,632 shares — an estimated $214K sold.

Axiom Investment Management first reported a position in WELL in Q4 2018 and held it in 3 quarters. The position peaked at $539K in Q4 2018. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Axiom Investment Management reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 2,632 Welltower shares in Q3 2019, an estimated $214K.
  • Axiom Investment Management first reported a position in Welltower in Q4 2018 and held it in 3 quarters.
  • Axiom Investment Management's Welltower position peaked at $539K in Q4 2018.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.