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Credential Qtrade Securities’s Welltower WELL Stock Holding History

Credential Qtrade Securities’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
-74
Closed -$6.03K – 311
2019
Q2 		$6.03K Buy
+74
New +$5.82K ﹤0.01% 255

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

Credential Qtrade Securities's WELL Position: Q3 2019 in Review

Credential Qtrade Securities sold out of Welltower (WELL) in Q3 2019, closing a stake of 74 shares — an estimated $6.03K sold.

Credential Qtrade Securities first reported a position in WELL in Q2 2019 and held it in 1 quarter. The position peaked at $6.03K in Q2 2019. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Credential Qtrade Securities reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
  • Credential Qtrade Securities sold 74 Welltower shares in Q3 2019, an estimated $6.03K.
  • Credential Qtrade Securities first reported a position in Welltower in Q2 2019 and held it in 1 quarter.
  • Credential Qtrade Securities's Welltower position peaked at $6.03K in Q2 2019.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Credential Qtrade Securities's 13F filing for Q3 2019, filed 21 Jul 2025.