ECM
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Exchange Capital Management’s Welltower WELL Stock Holding History

Exchange Capital 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
2018
Q4 		– Sell
-133
Closed -$9K – 274
2018
Q3 		$9K Buy
+133
New +$8.59K ﹤0.01% 246
2016
Q3 		– Sell
-150
Closed -$11K – 274
2016
Q2 		$11K Buy
+150
New +$10.7K ﹤0.01% 165
2015
Q1 		– Sell
-145
Closed -$11K – 307
2014
Q4 		$11K Buy
145
+2
+1% +$143 ﹤0.01% 161
2014
Q3 		$9K Buy
143
+1
+0.7% +$64 ﹤0.01% 182
2014
Q2 		$9K Buy
142
+2
+1% +$126 ﹤0.01% 180
2014
Q1 		$8K Buy
140
+2
+1% +$114 ﹤0.01% 195
2013
Q4 		$7K Buy
138
+92
+200% +$5.47K ﹤0.01% 180
2013
Q3 		$3K Buy
46
+1
+2% +$64 ﹤0.01% 189
2013
Q2 		$3K Buy
+45
New +$3.2K ﹤0.01% 171

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return