GXMC
WELL.PRI

Global X Management Company’s Welltower Inc. WELL.PRI Stock Holding History

Global X Management Company’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
-2,733
Closed -$152K – 1213
2018
Q1 		$152K Sell
2,733
-139
-5% -$7.88K ﹤0.01% 939
2017
Q4 		$172K Buy
2,872
+2,644
+1,160% +$163K ﹤0.01% 804
2017
Q3 		$14K Buy
+228
New +$14.9K ﹤0.01% 1093

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 $6.84B AUM 17.28% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

Global X Management Company's WELL.PRI Position: Q2 2018 in Review

Global X Management Company sold out of Welltower Inc. (WELL.PRI) in Q2 2018, closing a stake of 2,733 shares — an estimated $152K sold.

Global X Management Company first reported a position in WELL.PRI in Q3 2017 and held it in 3 quarters. The position peaked at $172K in Q4 2017. 5 funds tracked by Wall St. Rank hold WELL.PRI as of Q2 2018.

  • Global X Management Company reported no remaining Welltower Inc. position as of Q2 2018 after selling out during the quarter.
  • Global X Management Company sold 2,733 Welltower Inc. shares in Q2 2018, an estimated $152K.
  • Global X Management Company first reported a position in Welltower Inc. in Q3 2017 and held it in 3 quarters.
  • Global X Management Company's Welltower Inc. position peaked at $172K in Q4 2017.
  • 5 funds tracked by Wall St. Rank held Welltower Inc. as of Q2 2018.

Based on Global X Management Company's 13F filing for Q2 2018, filed 16 Aug 2018.