CA
WELL.PRI

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

Clearstead 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
2017
Q3 		– Sell
-5,000
Closed -$331K – 260
2017
Q2 		$331K Hold
5,000
– – 0.05% 174
2017
Q1 		$316K Buy
+5,000
New +$305K 0.05% 171

Other funds holding WELL.PRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Clearstead Advisors's WELL.PRI Position: Q3 2017 in Review

Clearstead Advisors sold out of Welltower Inc. (WELL.PRI) in Q3 2017, closing a stake of 5,000 shares — an estimated $331K sold.

Clearstead Advisors first reported a position in WELL.PRI in Q1 2017 and held it in 2 quarters. The position peaked at $331K in Q2 2017. 69 funds tracked by Wall St. Rank hold WELL.PRI as of Q3 2017.

  • Clearstead Advisors reported no remaining Welltower Inc. position as of Q3 2017 after selling out during the quarter.
  • Clearstead Advisors sold 5,000 Welltower Inc. shares in Q3 2017, an estimated $331K.
  • Clearstead Advisors first reported a position in Welltower Inc. in Q1 2017 and held it in 2 quarters.
  • Clearstead Advisors's Welltower Inc. position peaked at $331K in Q2 2017.
  • 69 funds tracked by Wall St. Rank held Welltower Inc. as of Q3 2017.

Based on Clearstead Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.