CCS
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Crosspoint Capital Strategies’s Welltower WELL Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-75
Closed -$6K – 824
2015
Q4 		$6K Sell
75
-8
-10% -$522 ﹤0.01% 789
2015
Q3 		$6K Buy
+83
New +$5.54K 0.01% 488
2015
Q1 		– Sell
-16
Closed -$1K – 742
2014
Q4 		$1K Hold
16
– – ﹤0.01% 690
2014
Q3 		$1K Hold
16
– – ﹤0.01% 483
2014
Q2 		$1K Sell
16
-80
-83% -$5.03K ﹤0.01% 492
2014
Q1 		$6K Hold
96
– – ﹤0.01% 554
2013
Q4 		$6K Buy
+96
New +$5.71K ﹤0.01% 474

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return