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Commonwealth Bank of Australia’s Welltower WELL Stock Holding History

Commonwealth Bank of Australia’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
Q3 		– Sell
-39,149
Closed -$3.19M – 945
2019
Q2 		$3.19M Sell
39,149
-5,462
-12% -$429K 0.03% 308
2019
Q1 		$3.46M Sell
44,611
-600
-1% -$45K 0.03% 293
2018
Q4 		$3.13M Buy
45,211
+5,937
+15% +$404K 0.03% 287
2018
Q3 		$2.52M Buy
39,274
+2,100
+6% +$136K 0.02% 359
2018
Q2 		$2.32M Buy
37,174
+8,754
+31% +$488K 0.02% 348
2018
Q1 		$1.54M Buy
28,420
+5,660
+25% +$320K 0.02% 412
2017
Q4 		$1.45M Sell
22,760
-19
-0.1% -$1.27K 0.01% 453
2017
Q3 		$1.59M Buy
22,779
+491
+2% +$35.7K 0.02% 428
2017
Q2 		$1.67M Sell
22,288
-1,846
-8% -$135K 0.02% 403
2017
Q1 		$1.71M Buy
24,134
+3,110
+15% +$210K 0.02% 385
2016
Q4 		$1.41M Sell
21,024
-257
-1% -$17K 0.02% 407
2016
Q3 		$1.59M Buy
21,281
+3,400
+19% +$260K 0.02% 367
2016
Q2 		$1.36M Buy
17,881
+5,987
+50% +$425K 0.02% 391
2016
Q1 		$825K Buy
11,894
+129
+1% +$8.32K 0.01% 504
2015
Q4 		$798K Sell
11,765
-8,166
-41% -$533K 0.01% 525
2015
Q3 		$1.35M Sell
19,931
-1,385
-6% -$92.5K 0.02% 409
2015
Q2 		$1.4M Buy
21,316
+1,447
+7% +$104K 0.02% 367
2015
Q1 		$1.54M Sell
19,869
-1,100
-5% -$86.6K 0.02% 356
2014
Q4 		$1.59M Sell
20,969
-5,313
-20% -$379K 0.02% 334
2014
Q3 		$1.64M Buy
26,282
+1,100
+4% +$70.9K 0.02% 365
2014
Q2 		$1.58M Sell
25,182
-872,392
-97% -$54.9M 0.02% 381
2014
Q1 		$53.5M Buy
897,574
+509,699
+131% +$29.1M 0.34% 74
2013
Q4 		$20.8M Buy
387,875
+44,093
+13% +$2.62M 0.14% 152
2013
Q3 		$21.4M Sell
343,782
-562,605
-62% -$35.8M 0.16% 141
2013
Q2 		$60.8M Buy
+906,387
New +$64.4M 0.46% 51

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Commonwealth Bank of Australia's WELL Position: Q3 2019 in Review

Commonwealth Bank of Australia sold out of Welltower (WELL) in Q3 2019, closing a stake of 39,149 shares — an estimated $3.19M sold.

Commonwealth Bank of Australia first reported a position in WELL in Q2 2013 and held it in 25 quarters. The position peaked at $60.8M in Q2 2013. 818 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Commonwealth Bank of Australia reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
  • Commonwealth Bank of Australia sold 39,149 Welltower shares in Q3 2019, an estimated $3.19M.
  • Commonwealth Bank of Australia first reported a position in Welltower in Q2 2013 and held it in 25 quarters.
  • Commonwealth Bank of Australia's Welltower position peaked at $60.8M in Q2 2013.
  • 818 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Commonwealth Bank of Australia's 13F filing for Q3 2019.