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Epstein & White Financial’s Welltower WELL Stock Holding History

Epstein & White Financial’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
Q2 		– Sell
-2,819
Closed -$216K – 89
2019
Q1 		$216K Sell
2,819
-395
-12% -$29.6K 0.12% 75
2018
Q4 		$215K Sell
3,214
-450
-12% -$30.6K 0.13% 75
2018
Q3 		$227K Sell
3,664
-1,648
-31% -$106K 0.15% 80
2018
Q2 		$319K Sell
5,312
-510
-9% -$28.4K 0.24% 70
2018
Q1 		$319K Buy
5,822
+1,042
+22% +$58.8K 0.2% 80
2017
Q4 		$293K Buy
+4,780
New +$321K 0.17% 82

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Epstein & White Financial's WELL Position: Q2 2019 in Review

Epstein & White Financial sold out of Welltower (WELL) in Q2 2019, closing a stake of 2,819 shares — an estimated $216K sold.

Epstein & White Financial first reported a position in WELL in Q4 2017 and held it in 6 quarters. The position peaked at $319K in Q2 2018. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

  • Epstein & White Financial reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
  • Epstein & White Financial sold 2,819 Welltower shares in Q2 2019, an estimated $216K.
  • Epstein & White Financial first reported a position in Welltower in Q4 2017 and held it in 6 quarters.
  • Epstein & White Financial's Welltower position peaked at $319K in Q2 2018.
  • 807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on Epstein & White Financial's 13F filing for Q2 2019, filed 19 Jul 2019.