D'Orazio & Associates’s Welltower WELL Stock Holding History

D'Orazio & Associates’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
2020 Q1	–	Sell	-405	Closed	-$33K	–	364
2019 Q4	$33K	Hold	405	–	–	0.01%	178
2019 Q3	$37K	Buy	+405	New	+$35.2K	0.01%	165

Other funds holding WELL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

D'Orazio & Associates's WELL Position: Q1 2020 in Review

D'Orazio & Associates sold out of Welltower (WELL) in Q1 2020, closing a stake of 405 shares — an estimated $33K sold.

D'Orazio & Associates first reported a position in WELL in Q3 2019 and held it in 2 quarters. The position peaked at $37K in Q3 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

D'Orazio & Associates reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
D'Orazio & Associates sold 405 Welltower shares in Q1 2020, an estimated $33K.
D'Orazio & Associates first reported a position in Welltower in Q3 2019 and held it in 2 quarters.
D'Orazio & Associates's Welltower position peaked at $37K in Q3 2019.
752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on D'Orazio & Associates's 13F filing for Q1 2020, filed 28 Apr 2020.