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Genesis Wealth Advisors’s Welltower WELL Stock Holding History

Genesis Wealth Advisors’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
2015
Q1 		– Sell
-2,000
Closed -$153K – 477
2014
Q4 		$153K Buy
+2,000
New +$143K 0.12% 86

Other funds holding WELL

Vanguard Group
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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Genesis Wealth Advisors's WELL Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of Welltower (WELL) in Q1 2015, closing a stake of 2,000 shares — an estimated $153K sold.

Genesis Wealth Advisors first reported a position in WELL in Q4 2014 and held it in 1 quarter. The position peaked at $153K in Q4 2014. 637 funds tracked by Wall St. Rank hold WELL as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining Welltower position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 2,000 Welltower shares in Q1 2015, an estimated $153K.
  • Genesis Wealth Advisors first reported a position in Welltower in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's Welltower position peaked at $153K in Q4 2014.
  • 637 funds tracked by Wall St. Rank held Welltower as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.