Clear Perspective Advisors’s Welltower WELL Stock Holding History

Clear Perspective 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 Q4	–	Sell	-897	Closed	-$73K	–	151
2019 Q3	$73K	Hold	897	–	–	0.03%	137
2019 Q2	$73K	Buy	+897	New	+$70.5K	0.05%	161
2018 Q3	–	Sell	-3,485	Closed	-$221K	–	437
2018 Q2	$221K	Sell	3,485 -269	-7%	-$15K	0.15%	133
2018 Q1	$198K	Sell	3,754 -1,299	-26%	-$73.3K	0.15%	133
2017 Q4	$322K	Hold	5,053	–	–	0.25%	101
2017 Q3	$355K	Sell	5,053 -377	-7%	-$27.4K	0.29%	91
2017 Q2	$406K	Buy	5,430 +26	+0.5%	+$1.9K	0.34%	76
2017 Q1	$383K	Buy	5,404 +150	+3%	+$10.1K	0.25%	80
2016 Q4	$352K	Buy	+5,254	New	+$348K	0.23%	89

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Clear Perspective Advisors's WELL Position: Q4 2019 in Review

Clear Perspective Advisors sold out of Welltower (WELL) in Q4 2019, closing a stake of 897 shares — an estimated $73K sold.

Clear Perspective Advisors first reported a position in WELL in Q4 2016 and held it in 9 quarters. The position peaked at $406K in Q2 2017. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

Clear Perspective Advisors reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
Clear Perspective Advisors sold 897 Welltower shares in Q4 2019, an estimated $73K.
Clear Perspective Advisors first reported a position in Welltower in Q4 2016 and held it in 9 quarters.
Clear Perspective Advisors's Welltower position peaked at $406K in Q2 2017.
861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on Clear Perspective Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.