D. Scott Neal’s Welltower WELL Stock Holding History

D. Scott Neal’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 Q4	–	Sell	-14	Closed	-$1K	–	192
2016 Q3	$1K	Hold	14	–	–	﹤0.01%	172
2016 Q2	$1K	Hold	14	–	–	﹤0.01%	179
2016 Q1	$1K	Buy	+14	New	+$903	﹤0.01%	168

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

D. Scott Neal's WELL Position: Q4 2016 in Review

D. Scott Neal sold out of Welltower (WELL) in Q4 2016, closing a stake of 14 shares — an estimated $1K sold.

D. Scott Neal first reported a position in WELL in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q3 2016. 695 funds tracked by Wall St. Rank hold WELL as of Q4 2016.

D. Scott Neal reported no remaining Welltower position as of Q4 2016 after selling out during the quarter.
D. Scott Neal sold 14 Welltower shares in Q4 2016, an estimated $1K.
D. Scott Neal first reported a position in Welltower in Q1 2016 and held it in 3 quarters.
D. Scott Neal's Welltower position peaked at $1K in Q3 2016.
695 funds tracked by Wall St. Rank held Welltower as of Q4 2016.

Based on D. Scott Neal's 13F filing for Q4 2016, filed 17 Jan 2017.