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Freestone Capital Holdings’s Welltower WELL Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-1,019
Closed -$65.8K – 1133
2020
Q4 		$65.8K Buy
1,019
+126
+14% +$7.65K ﹤0.01% 510
2020
Q3 		$49.2K Buy
+893
New +$49K ﹤0.01% 491
2013
Q4 		– Sell
-39,198
Closed -$2.26M – 383
2013
Q3 		$2.26M Buy
+39,198
New +$2.49M 0.4% 46

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freestone Capital Holdings's WELL Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Welltower (WELL) in Q1 2021, closing a stake of 1,019 shares — an estimated $65.8K sold.

Freestone Capital Holdings first reported a position in WELL in Q3 2013 and held it in 3 quarters. The position peaked at $2.26M in Q3 2013. 734 funds tracked by Wall St. Rank hold WELL as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Welltower position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,019 Welltower shares in Q1 2021, an estimated $65.8K.
  • Freestone Capital Holdings first reported a position in Welltower in Q3 2013 and held it in 3 quarters.
  • Freestone Capital Holdings's Welltower position peaked at $2.26M in Q3 2013.
  • 734 funds tracked by Wall St. Rank held Welltower as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.