Enlightenment Research’s Welltower WELL Stock Holding History

Enlightenment Research’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
2019 Q3	–	Sell	-4,200	Closed	-$313K	–	281
2019 Q2	$313K	Buy	+4,200	New	+$330K	0.16%	166

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

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

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

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

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

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

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Enlightenment Research's WELL Position: Q3 2019 in Review

Enlightenment Research sold out of Welltower (WELL) in Q3 2019, closing a stake of 4,200 shares — an estimated $313K sold.

Enlightenment Research first reported a position in WELL in Q2 2019 and held it in 1 quarter. The position peaked at $313K in Q2 2019. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

Enlightenment Research reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
Enlightenment Research sold 4,200 Welltower shares in Q3 2019, an estimated $313K.
Enlightenment Research first reported a position in Welltower in Q2 2019 and held it in 1 quarter.
Enlightenment Research's Welltower position peaked at $313K in Q2 2019.
817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Enlightenment Research's 13F filing for Q3 2019, filed 16 Oct 2019.