Calamos Advisors
WELL.PRI

Calamos Advisors’s Welltower Inc. WELL.PRI Stock Holding History

Calamos Advisors’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-470,949
Closed -$26.2M – 648
2018
Q1 		$26.2M Sell
470,949
-596
-0.1% -$33.8K 0.17% 168
2017
Q4 		$28.2M Sell
471,545
-1,113
-0.2% -$68.8K 0.14% 154
2017
Q3 		$30M Sell
472,658
-2,646
-0.6% -$173K 0.23% 132
2017
Q2 		$31.5M Sell
475,304
-4,370
-0.9% -$285K 0.23% 127
2017
Q1 		$30.3M Sell
479,674
-3,853
-0.8% -$235K 0.24% 122
2016
Q4 		$29.1M Sell
483,527
-39,431
-8% -$2.39M 0.23% 130
2016
Q3 		$34.8M Sell
522,958
-50,214
-9% -$3.45M 0.25% 128
2016
Q2 		$38.9M Sell
573,172
-1,624
-0.3% -$104K 0.27% 115
2016
Q1 		$35.7M Sell
574,796
-651
-0.1% -$38.2K 0.24% 138
2015
Q4 		$35M Sell
575,447
-1,435
-0.2% -$85.9K 0.22% 140
2015
Q3 		$35M Sell
576,882
-1,313
-0.2% -$80.2K 0.24% 133
2015
Q2 		$34.4M Buy
578,195
+39,120
+7% +$2.51M 0.21% 145
2015
Q1 		$36.2M Buy
+539,075
New +$37.2M 0.23% 134

Other funds holding WELL.PRI

TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

Calamos Advisors's WELL.PRI Position: Q2 2018 in Review

Calamos Advisors sold out of Welltower Inc. (WELL.PRI) in Q2 2018, closing a stake of 470,949 shares — an estimated $26.2M sold.

Calamos Advisors first reported a position in WELL.PRI in Q1 2015 and held it in 13 quarters. The position peaked at $38.9M in Q2 2016. 5 funds tracked by Wall St. Rank hold WELL.PRI as of Q2 2018.

  • Calamos Advisors reported no remaining Welltower Inc. position as of Q2 2018 after selling out during the quarter.
  • Calamos Advisors sold 470,949 Welltower Inc. shares in Q2 2018, an estimated $26.2M.
  • Calamos Advisors first reported a position in Welltower Inc. in Q1 2015 and held it in 13 quarters.
  • Calamos Advisors's Welltower Inc. position peaked at $38.9M in Q2 2016.
  • 5 funds tracked by Wall St. Rank held Welltower Inc. as of Q2 2018.

Based on Calamos Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.