FC
WELL.PRI

FBR & Co’s Welltower Inc. WELL.PRI Stock Holding History

FBR & Co’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$2.56M Buy
+50,000
New +$2.79M 4.37% 9

Other funds holding WELL.PRI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
AAA
Alpine Associates Advisors Englewood Cliffs, New Jersey $158M AUM 48.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FBR & Co's WELL.PRI Position: Q4 2013 in Review

FBR & Co opened a new position in Welltower Inc. (WELL.PRI) in Q4 2013: 50,000 shares worth $2.56M. The stake represents 4.37% of the portfolio and ranks #9 among its holdings.

60 funds tracked by Wall St. Rank hold WELL.PRI as of Q4 2013.

  • FBR & Co held 50,000 shares of Welltower Inc. worth $2.56M as of Q4 2013.
  • Welltower Inc. was a new FBR & Co position in Q4 2013.
  • Welltower Inc. made up 4.37% of FBR & Co's portfolio in Q4 2013, its #9 holding.
  • 60 funds tracked by Wall St. Rank held Welltower Inc. as of Q4 2013.

Based on FBR & Co's 13F filing for Q4 2013, filed 11 Feb 2014.