Geode Capital Management
WELL.PRI

Geode Capital Management’s Welltower Inc. WELL.PRI Stock Holding History

Geode Capital Management’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
2016
Q3 		– Hold
0
– – – 2380
2016
Q2 		– Hold
0
– – – 1111
2016
Q1 		– Hold
0
– – – 1095
2015
Q4 		– Hold
0
– – – 1313
2015
Q3 		– Hold
0
– – – 1477
2015
Q2 		– Hold
0
– – – 1807
2015
Q1 		– Hold
0
– – – 1027
2014
Q4 		– Hold
0
– – – 992
2014
Q3 		– Hold
0
– – – 1398
2014
Q2 		– Hold
0
– – – 1436
2014
Q1 		– Hold
0
– – – 1094
2013
Q4 		– Hold
0
– – – 1094
2013
Q3 		– Hold
0
– – – 907

Other funds holding WELL.PRI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return