Family Management’s Welltower WELL Stock Holding History

Family 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 Q1	–	Sell	-2,666	Closed	-$218K	–	198
2019 Q4	$218K	Buy	+2,666	New	+$228K	0.08%	138

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Family Management's WELL Position: Q1 2020 in Review

Family Management sold out of Welltower (WELL) in Q1 2020, closing a stake of 2,666 shares — an estimated $218K sold.

Family Management first reported a position in WELL in Q4 2019 and held it in 1 quarter. The position peaked at $218K in Q4 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

Family Management reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
Family Management sold 2,666 Welltower shares in Q1 2020, an estimated $218K.
Family Management first reported a position in Welltower in Q4 2019 and held it in 1 quarter.
Family Management's Welltower position peaked at $218K in Q4 2019.
752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Family Management's 13F filing for Q1 2020, filed 6 May 2020.