Citadel Advisors
WELL.PRI

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

Citadel 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
2013
Q4 		– Sell
-2,335
Closed -$134K – 7281
2013
Q3 		$134K Buy
+2,335
New +$138K ﹤0.01% 5123

Other funds holding WELL.PRI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
AAA
Alpine Associates Advisors Englewood Cliffs, New Jersey $158M AUM 48.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors's WELL.PRI Position: Q4 2013 in Review

Citadel Advisors sold out of Welltower Inc. (WELL.PRI) in Q4 2013, closing a stake of 2,335 shares — an estimated $134K sold.

Citadel Advisors first reported a position in WELL.PRI in Q3 2013 and held it in 1 quarter. The position peaked at $134K in Q3 2013. 60 funds tracked by Wall St. Rank hold WELL.PRI as of Q4 2013.

  • Citadel Advisors reported no remaining Welltower Inc. position as of Q4 2013 after selling out during the quarter.
  • Citadel Advisors sold 2,335 Welltower Inc. shares in Q4 2013, an estimated $134K.
  • Citadel Advisors first reported a position in Welltower Inc. in Q3 2013 and held it in 1 quarter.
  • Citadel Advisors's Welltower Inc. position peaked at $134K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held Welltower Inc. as of Q4 2013.

Based on Citadel Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.