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Guardian Investment Management’s Welltower WELL Stock Holding History

Guardian Investment Management’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
2017
Q1 		– Sell
-13,700
Closed -$916K – 62
2016
Q4 		$916K Buy
+13,700
New +$907K 1.06% 34

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Guardian Investment Management's WELL Position: Q1 2017 in Review

Guardian Investment Management sold out of Welltower (WELL) in Q1 2017, closing a stake of 13,700 shares — an estimated $916K sold.

Guardian Investment Management first reported a position in WELL in Q4 2016 and held it in 1 quarter. The position peaked at $916K in Q4 2016. 711 funds tracked by Wall St. Rank hold WELL as of Q1 2017.

  • Guardian Investment Management reported no remaining Welltower position as of Q1 2017 after selling out during the quarter.
  • Guardian Investment Management sold 13,700 Welltower shares in Q1 2017, an estimated $916K.
  • Guardian Investment Management first reported a position in Welltower in Q4 2016 and held it in 1 quarter.
  • Guardian Investment Management's Welltower position peaked at $916K in Q4 2016.
  • 711 funds tracked by Wall St. Rank held Welltower as of Q1 2017.

Based on Guardian Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.