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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 – 273
2016
Q2 		$11K Buy
+150
New +$10.7K ﹤0.01% 165
2015
Q1 		– Sell
-145
Closed -$11K – 305
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Exchange Capital Management's WELL Position: Q4 2018 in Review

Exchange Capital Management sold out of Welltower (WELL) in Q4 2018, closing a stake of 133 shares — an estimated $9K sold.

Exchange Capital Management first reported a position in WELL in Q2 2013 and held it in 9 quarters. The position peaked at $11K in Q2 2016. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • Exchange Capital Management reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • Exchange Capital Management sold 133 Welltower shares in Q4 2018, an estimated $9K.
  • Exchange Capital Management first reported a position in Welltower in Q2 2013 and held it in 9 quarters.
  • Exchange Capital Management's Welltower position peaked at $11K in Q2 2016.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.