Claro Advisors’s Welltower WELL Stock Holding History

Claro Advisors’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	-2,691	Closed	-$209K	–	166
2019 Q1	$209K	Buy	2,691 +176	+7%	+$13.2K	0.21%	138
2018 Q4	$162K	Buy	+2,515	New	+$171K	0.13%	159

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

Claro Advisors's WELL Position: Q2 2019 in Review

Claro Advisors sold out of Welltower (WELL) in Q2 2019, closing a stake of 2,691 shares — an estimated $209K sold.

Claro Advisors first reported a position in WELL in Q4 2018 and held it in 2 quarters. The position peaked at $209K in Q1 2019. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

Claro Advisors reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
Claro Advisors sold 2,691 Welltower shares in Q2 2019, an estimated $209K.
Claro Advisors first reported a position in Welltower in Q4 2018 and held it in 2 quarters.
Claro Advisors's Welltower position peaked at $209K in Q1 2019.
807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on Claro Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.