GS Investments’s Welltower WELL Stock Holding History

GS Investments’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
2018 Q2	–	Sell	-800	Closed	-$43.5K	–	127
2018 Q1	$43.5K	Sell	800 -8,120	-91%	-$458K	0.03%	82
2017 Q4	$569K	Buy	8,920 +55	+0.6%	+$3.69K	0.43%	57
2017 Q3	$623K	Buy	8,865 +510	+6%	+$37.1K	0.5%	55
2017 Q2	$625K	Buy	+8,355	New	+$611K	0.47%	52

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GS Investments's WELL Position: Q2 2018 in Review

GS Investments sold out of Welltower (WELL) in Q2 2018, closing a stake of 800 shares — an estimated $43.5K sold.

GS Investments first reported a position in WELL in Q2 2017 and held it in 4 quarters. The position peaked at $625K in Q2 2017. 726 funds tracked by Wall St. Rank hold WELL as of Q2 2018.

GS Investments reported no remaining Welltower position as of Q2 2018 after selling out during the quarter.
GS Investments sold 800 Welltower shares in Q2 2018, an estimated $43.5K.
GS Investments first reported a position in Welltower in Q2 2017 and held it in 4 quarters.
GS Investments's Welltower position peaked at $625K in Q2 2017.
726 funds tracked by Wall St. Rank held Welltower as of Q2 2018.

Based on GS Investments's 13F filing for Q2 2018, filed 10 Aug 2018.