Daniel L. Goodwin’s Welltower WELL Stock Holding History

Daniel L. Goodwin’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 Q2	–	Sell	-25,650	Closed	-$1.78M	–	120
2016 Q1	$1.78M	Buy	25,650 +1,000	+4%	+$64.5K	0.42%	17
2015 Q4	$1.68M	Hold	24,650	–	–	0.4%	20
2015 Q3	$1.67M	Buy	24,650 +17,150	+229%	+$1.15M	0.45%	21
2015 Q2	$492K	Hold	7,500	–	–	0.13%	58
2015 Q1	$580K	Sell	7,500 -113,800	-94%	-$8.96M	0.13%	60
2014 Q4	$9.18M	Hold	121,300	–	–	1.64%	8
2014 Q3	$7.57M	Hold	121,300	–	–	1.65%	6
2014 Q2	$7.6M	Hold	121,300	–	–	1.38%	11
2014 Q1	$7.23M	Hold	121,300	–	–	1.31%	12
2013 Q4	$6.5M	Hold	121,300	–	–	1.23%	12
2013 Q3	$7.57M	Sell	121,300 -100,000	-45%	-$6.36M	1.53%	11
2013 Q2	$14.8M	Buy	+221,300	New	+$15.7M	2.88%	6

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

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

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

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

Daniel L. Goodwin's WELL Position: Q2 2016 in Review

Daniel L. Goodwin sold out of Welltower (WELL) in Q2 2016, closing a stake of 25,650 shares — an estimated $1.78M sold.

Daniel L. Goodwin first reported a position in WELL in Q2 2013 and held it in 12 quarters. The position peaked at $14.8M in Q2 2013. 670 funds tracked by Wall St. Rank hold WELL as of Q2 2016.

Daniel L. Goodwin reported no remaining Welltower position as of Q2 2016 after selling out during the quarter.
Daniel L. Goodwin sold 25,650 Welltower shares in Q2 2016, an estimated $1.78M.
Daniel L. Goodwin first reported a position in Welltower in Q2 2013 and held it in 12 quarters.
Daniel L. Goodwin's Welltower position peaked at $14.8M in Q2 2013.
670 funds tracked by Wall St. Rank held Welltower as of Q2 2016.

Based on Daniel L. Goodwin's 13F filing for Q2 2016, filed 28 Jul 2016.