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Bellwether Investment Group’s Welltower WELL Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-397
Closed -$28K – 613
2017
Q1 		$28K Hold
397
– – 0.07% 237
2016
Q4 		$27K Buy
+397
New +$26.3K 0.02% 372

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Bellwether Investment Group's WELL Position: Q2 2017 in Review

Bellwether Investment Group sold out of Welltower (WELL) in Q2 2017, closing a stake of 397 shares — an estimated $28K sold.

Bellwether Investment Group first reported a position in WELL in Q4 2016 and held it in 2 quarters. The position peaked at $28K in Q1 2017. 716 funds tracked by Wall St. Rank hold WELL as of Q2 2017.

  • Bellwether Investment Group reported no remaining Welltower position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 397 Welltower shares in Q2 2017, an estimated $28K.
  • Bellwether Investment Group first reported a position in Welltower in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Welltower position peaked at $28K in Q1 2017.
  • 716 funds tracked by Wall St. Rank held Welltower as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.