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Daiwa Capital Markets America’s Welltower WELL Stock Holding History

Daiwa Capital Markets America’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 		$216M Buy
+4,030,544
New +$240M 1.83% 15

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $733B AUM 35.63% 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 $757B AUM 28.64% 1-Year Est. Return

Daiwa Capital Markets America's WELL Position: Q4 2013 in Review

Daiwa Capital Markets America opened a new position in Welltower (WELL) in Q4 2013: 4,030,544 shares worth $216M. The stake represents 1.83% of the portfolio and ranks #15 among its holdings.

556 funds tracked by Wall St. Rank hold WELL as of Q4 2013.

  • Daiwa Capital Markets America held 4,030,544 shares of Welltower worth $216M as of Q4 2013.
  • Welltower was a new Daiwa Capital Markets America position in Q4 2013.
  • Welltower made up 1.83% of Daiwa Capital Markets America's portfolio in Q4 2013, its #15 holding.
  • 556 funds tracked by Wall St. Rank held Welltower as of Q4 2013.

Based on Daiwa Capital Markets America's 13F filing for Q4 2013, filed 13 Feb 2014.