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Citizens Business Bank’s Welltower WELL Stock Holding History

Citizens Business Bank’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
2014
Q1 		– Sell
-5,988
Closed -$321K – 304
2013
Q4 		$321K Sell
5,988
-14
-0.2% -$833 0.06% 247
2013
Q3 		$375K Sell
6,002
-442
-7% -$28.1K 0.08% 227
2013
Q2 		$432K Buy
+6,444
New +$458K 0.1% 197

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Citizens Business Bank's WELL Position: Q1 2014 in Review

Citizens Business Bank sold out of Welltower (WELL) in Q1 2014, closing a stake of 5,988 shares — an estimated $321K sold.

Citizens Business Bank first reported a position in WELL in Q2 2013 and held it in 3 quarters. The position peaked at $432K in Q2 2013. 535 funds tracked by Wall St. Rank hold WELL as of Q1 2014.

  • Citizens Business Bank reported no remaining Welltower position as of Q1 2014 after selling out during the quarter.
  • Citizens Business Bank sold 5,988 Welltower shares in Q1 2014, an estimated $321K.
  • Citizens Business Bank first reported a position in Welltower in Q2 2013 and held it in 3 quarters.
  • Citizens Business Bank's Welltower position peaked at $432K in Q2 2013.
  • 535 funds tracked by Wall St. Rank held Welltower as of Q1 2014.

Based on Citizens Business Bank's 13F filing for Q1 2014, filed 18 Nov 2022.