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WELL icon

Clinton Group’s Welltower WELL Stock Holding History

Clinton Group’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
2018
Q1 		– Sell
-7,906
Closed -$504K – 512
2017
Q4 		$504K Buy
+7,906
New +$531K 0.04% 316
2016
Q4 		– Sell
-141,024
Closed -$10.5M – 1031
2016
Q3 		$10.5M Buy
+141,024
New +$10.8M 0.49% 31
2016
Q1 		– Sell
-46,657
Closed -$3.17M – 1023
2015
Q4 		$3.17M Buy
46,657
+40,925
+714% +$2.67M 0.26% 117
2015
Q3 		$388K Sell
5,732
-40,980
-88% -$2.74M 0.04% 497
2015
Q2 		$3.07M Buy
46,712
+44,028
+1,640% +$3.16M 0.43% 52
2015
Q1 		$208K Sell
2,684
-12,070
-82% -$950K 0.05% 429
2014
Q4 		$1.12M Buy
+14,754
New +$1.05M 0.35% 70
2014
Q3 		– Sell
-19,091
Closed -$1.2M – 494
2014
Q2 		$1.2M Buy
+19,091
New +$1.2M 0.59% 29

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return