Fiduciary Group’s Welltower WELL Stock Holding History

Fiduciary Group’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
2019 Q3	–	Sell	-2,537	Closed	-$207K	–	198
2019 Q2	$207K	Buy	+2,537	New	+$199K	0.04%	182

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Fiduciary Group's WELL Position: Q3 2019 in Review

Fiduciary Group sold out of Welltower (WELL) in Q3 2019, closing a stake of 2,537 shares — an estimated $207K sold.

Fiduciary Group first reported a position in WELL in Q2 2019 and held it in 1 quarter. The position peaked at $207K in Q2 2019. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

Fiduciary Group reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
Fiduciary Group sold 2,537 Welltower shares in Q3 2019, an estimated $207K.
Fiduciary Group first reported a position in Welltower in Q2 2019 and held it in 1 quarter.
Fiduciary Group's Welltower position peaked at $207K in Q2 2019.
817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Fiduciary Group's 13F filing for Q3 2019, filed 13 Nov 2019.