EWM
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Evercore Wealth Management’s Welltower WELL Stock Holding History

Evercore Wealth Management’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
Q2 		– Sell
-6,890
Closed -$316K – 385
2020
Q1 		$316K Sell
6,890
-763
-10% -$56.3K 0.01% 290
2019
Q4 		$626K Sell
7,653
-1,260
-14% -$108K 0.02% 253
2019
Q3 		$808K Buy
8,913
+553
+7% +$48.1K 0.02% 229
2019
Q2 		$682K Buy
8,360
+3,522
+73% +$277K 0.02% 243
2019
Q1 		$376K Buy
4,838
+186
+4% +$14K 0.01% 306
2018
Q4 		$323K Buy
4,652
+1,475
+46% +$100K 0.01% 298
2018
Q3 		$204K Buy
+3,177
New +$205K 0.01% 404
2018
Q1 		– Sell
-1,994
Closed -$127K – 797
2017
Q4 		$127K Hold
1,994
– – ﹤0.01% 425
2017
Q3 		$140K Buy
1,994
+95
+5% +$6.91K 0.01% 410
2017
Q2 		$142K Sell
1,899
-2,634
-58% -$193K 0.01% 415
2017
Q1 		$321K Sell
4,533
-97
-2% -$6.54K 0.01% 313
2016
Q4 		$309K Buy
4,630
+1,049
+29% +$69.5K 0.01% 307
2016
Q3 		$267K Sell
3,581
-2
-0.1% -$153 0.01% 324
2016
Q2 		$273K Buy
3,583
+453
+14% +$32.2K 0.01% 313
2016
Q1 		$217K Buy
3,130
+1,810
+137% +$117K 0.01% 340
2015
Q4 		$90K Buy
1,320
+980
+288% +$64K ﹤0.01% 491
2015
Q3 		$23K Sell
340
-563
-62% -$37.6K ﹤0.01% 720
2015
Q2 		$59K Buy
903
+98
+12% +$7.03K ﹤0.01% 610
2015
Q1 		$63K Buy
805
+585
+266% +$46K ﹤0.01% 596
2014
Q4 		$17K Sell
220
-990
-82% -$70.7K ﹤0.01% 688
2014
Q3 		$75K Hold
1,210
– – ﹤0.01% 553
2014
Q2 		$76K Buy
+1,210
New +$76.1K ﹤0.01% 552

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evercore Wealth Management's WELL Position: Q2 2020 in Review

Evercore Wealth Management sold out of Welltower (WELL) in Q2 2020, closing a stake of 6,890 shares — an estimated $316K sold.

Evercore Wealth Management first reported a position in WELL in Q2 2014 and held it in 22 quarters. The position peaked at $808K in Q3 2019. 732 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

  • Evercore Wealth Management reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 6,890 Welltower shares in Q2 2020, an estimated $316K.
  • Evercore Wealth Management first reported a position in Welltower in Q2 2014 and held it in 22 quarters.
  • Evercore Wealth Management's Welltower position peaked at $808K in Q3 2019.
  • 732 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Evercore Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.