Bruderman Asset Management’s Welltower WELL Stock Holding History

Bruderman Asset 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 Q2	–	Sell	-900	Closed	-$70K	–	567
2019 Q1	$70K	Buy	+900	New	+$67.5K	0.02%	228
2017 Q3	–	Sell	-1,026	Closed	-$77K	–	316
2017 Q2	$77K	Buy	+1,026	New	+$75K	0.02%	175
2017 Q1	–	Sell	-1,000	Closed	-$67K	–	316
2016 Q4	$67K	Hold	1,000	–	–	0.02%	176
2016 Q3	$75K	Hold	1,000	–	–	0.02%	174
2016 Q2	$76K	Hold	1,000	–	–	0.02%	179
2016 Q1	$69K	Hold	1,000	–	–	0.02%	175
2015 Q4	$68K	Sell	1,000 -56	-5%	-$3.65K	0.03%	181
2015 Q3	$72K	Buy	1,056 +30	+3%	+$2K	0.03%	178
2015 Q2	$67K	Hold	1,026	–	–	0.03%	194
2015 Q1	$79K	Buy	+1,026	New	+$80.8K	0.03%	177

Other funds holding WELL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Bruderman Asset Management's WELL Position: Q2 2019 in Review

Bruderman Asset Management sold out of Welltower (WELL) in Q2 2019, closing a stake of 900 shares — an estimated $70K sold.

Bruderman Asset Management first reported a position in WELL in Q1 2015 and held it in 10 quarters. The position peaked at $79K in Q1 2015. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

Bruderman Asset Management reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 900 Welltower shares in Q2 2019, an estimated $70K.
Bruderman Asset Management first reported a position in Welltower in Q1 2015 and held it in 10 quarters.
Bruderman Asset Management's Welltower position peaked at $79K in Q1 2015.
807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.