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Foresters Investment Management’s Welltower WELL Stock Holding History

Foresters Investment 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
Q3 		– Sell
-4,301
Closed -$270K – 418
2018
Q2 		$270K Sell
4,301
-78,051
-95% -$4.35M ﹤0.01% 317
2018
Q1 		$4.48M Buy
82,352
+27,267
+49% +$1.54M 0.07% 276
2017
Q4 		$3.51M Buy
55,085
+4,333
+9% +$291K 0.05% 291
2017
Q3 		$3.57M Hold
50,752
– – 0.06% 277
2017
Q2 		$3.8M Sell
50,752
-5,193
-9% -$380K 0.06% 274
2017
Q1 		$3.96M Buy
55,945
+110
+0.2% +$7.42K 0.07% 253
2016
Q4 		$3.66M Buy
55,835
+43,493
+352% +$2.88M 0.07% 258
2016
Q3 		$923K Sell
12,342
-245
-2% -$18.8K 0.02% 308
2016
Q2 		$959K Buy
+12,587
New +$894K 0.02% 310

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Foresters Investment Management's WELL Position: Q3 2018 in Review

Foresters Investment Management sold out of Welltower (WELL) in Q3 2018, closing a stake of 4,301 shares — an estimated $270K sold.

Foresters Investment Management first reported a position in WELL in Q2 2016 and held it in 9 quarters. The position peaked at $4.48M in Q1 2018. 725 funds tracked by Wall St. Rank hold WELL as of Q3 2018.

  • Foresters Investment Management reported no remaining Welltower position as of Q3 2018 after selling out during the quarter.
  • Foresters Investment Management sold 4,301 Welltower shares in Q3 2018, an estimated $270K.
  • Foresters Investment Management first reported a position in Welltower in Q2 2016 and held it in 9 quarters.
  • Foresters Investment Management's Welltower position peaked at $4.48M in Q1 2018.
  • 725 funds tracked by Wall St. Rank held Welltower as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.