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Curian Capital’s Welltower WELL Stock Holding History

Curian Capital’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
2013
Q4 		– Sell
-7,447
Closed -$465K – 577
2013
Q3 		$465K Buy
7,447
+221
+3% +$14.1K 0.01% 517
2013
Q2 		$484K Buy
+7,226
New +$513K 0.01% 487

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curian Capital's WELL Position: Q4 2013 in Review

Curian Capital sold out of Welltower (WELL) in Q4 2013, closing a stake of 7,447 shares — an estimated $465K sold.

Curian Capital first reported a position in WELL in Q2 2013 and held it in 2 quarters. The position peaked at $484K in Q2 2013. 556 funds tracked by Wall St. Rank hold WELL as of Q4 2013.

  • Curian Capital reported no remaining Welltower position as of Q4 2013 after selling out during the quarter.
  • Curian Capital sold 7,447 Welltower shares in Q4 2013, an estimated $465K.
  • Curian Capital first reported a position in Welltower in Q2 2013 and held it in 2 quarters.
  • Curian Capital's Welltower position peaked at $484K in Q2 2013.
  • 556 funds tracked by Wall St. Rank held Welltower as of Q4 2013.

Based on Curian Capital's 13F filing for Q4 2013, filed 10 Feb 2014.