Fidelity Investments
WELL.PRI

Fidelity Investments’s Welltower Inc. WELL.PRI Stock Holding History

Fidelity Investments’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
2018
Q1 		– Sell
-60,667
Closed -$3.63M – 2766
2017
Q4 		$3.63M Sell
60,667
-145,200
-71% -$8.98M ﹤0.01% 2237
2017
Q3 		$13.1M Hold
205,867
– – ﹤0.01% 1855
2017
Q2 		$13.6M Hold
205,867
– – ﹤0.01% 1827
2017
Q1 		$13M Hold
205,867
– – ﹤0.01% 1861
2016
Q4 		$12.4M Hold
205,867
– – ﹤0.01% 1888
2016
Q3 		$13.7M Buy
205,867
+144,000
+233% +$9.89M ﹤0.01% 1862
2016
Q2 		$4.2M Buy
+61,867
New +$3.95M ﹤0.01% 2225
2015
Q2 		– Sell
-66,800
Closed -$4.52M – 2851
2015
Q1 		$4.52M Hold
66,800
– – ﹤0.01% 2252
2014
Q4 		$4.41M Hold
66,800
– – ﹤0.01% 2268
2014
Q3 		$3.85M Hold
66,800
– – ﹤0.01% 2291
2014
Q2 		$3.88M Hold
66,800
– – ﹤0.01% 2294
2014
Q1 		$3.71M Hold
66,800
– – ﹤0.01% 2267
2013
Q4 		$3.43M Hold
66,800
– – ﹤0.01% 2252
2013
Q3 		$3.85M Buy
+66,800
New +$3.96M ﹤0.01% 2221

Other funds holding WELL.PRI

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $402M AUM 10.33% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
UFG
United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return

Fidelity Investments's WELL.PRI Position: Q1 2018 in Review

Fidelity Investments sold out of Welltower Inc. (WELL.PRI) in Q1 2018, closing a stake of 60,667 shares — an estimated $3.63M sold.

Fidelity Investments first reported a position in WELL.PRI in Q3 2013 and held it in 14 quarters. The position peaked at $13.7M in Q3 2016. 16 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2018.

  • Fidelity Investments reported no remaining Welltower Inc. position as of Q1 2018 after selling out during the quarter.
  • Fidelity Investments sold 60,667 Welltower Inc. shares in Q1 2018, an estimated $3.63M.
  • Fidelity Investments first reported a position in Welltower Inc. in Q3 2013 and held it in 14 quarters.
  • Fidelity Investments's Welltower Inc. position peaked at $13.7M in Q3 2016.
  • 16 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2018.

Based on Fidelity Investments's 13F filing for Q1 2018, filed 14 May 2018.