GF
WELL.PRI

Gabelli Funds’s Welltower Inc. WELL.PRI Stock Holding History

Gabelli Funds’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
Q2 		– Sell
-46,500
Closed -$2.59M – 1162
2018
Q1 		$2.59M Sell
46,500
-20,000
-30% -$1.13M 0.02% 716
2017
Q4 		$3.99M Hold
66,500
– – 0.02% 621
2017
Q3 		$4.22M Hold
66,500
– – 0.02% 616
2017
Q2 		$4.41M Hold
66,500
– – 0.03% 596
2017
Q1 		$4.2M Buy
66,500
+24,000
+56% +$1.46M 0.02% 602
2016
Q4 		$2.56M Sell
42,500
-20,000
-32% -$1.21M 0.02% 724
2016
Q3 		$4.16M Buy
62,500
+2,500
+4% +$172K 0.02% 603
2016
Q2 		$4.07M Hold
60,000
– – 0.02% 603
2016
Q1 		$3.73M Buy
60,000
+20,000
+50% +$1.17M 0.02% 623
2015
Q4 		$2.44M Buy
+40,000
New +$2.39M 0.01% 715

Other funds holding WELL.PRI

TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

Gabelli Funds's WELL.PRI Position: Q2 2018 in Review

Gabelli Funds sold out of Welltower Inc. (WELL.PRI) in Q2 2018, closing a stake of 46,500 shares — an estimated $2.59M sold.

Gabelli Funds first reported a position in WELL.PRI in Q4 2015 and held it in 10 quarters. The position peaked at $4.41M in Q2 2017. 5 funds tracked by Wall St. Rank hold WELL.PRI as of Q2 2018.

  • Gabelli Funds reported no remaining Welltower Inc. position as of Q2 2018 after selling out during the quarter.
  • Gabelli Funds sold 46,500 Welltower Inc. shares in Q2 2018, an estimated $2.59M.
  • Gabelli Funds first reported a position in Welltower Inc. in Q4 2015 and held it in 10 quarters.
  • Gabelli Funds's Welltower Inc. position peaked at $4.41M in Q2 2017.
  • 5 funds tracked by Wall St. Rank held Welltower Inc. as of Q2 2018.

Based on Gabelli Funds's 13F filing for Q2 2018, filed 10 Aug 2018.