Guardian Investor Services’s Welltower WELL Stock Holding History

Guardian Investor Services’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	$187K	Buy	2,413 +146	+6%	+$11.5K	0.15%	175
2014 Q4	$172K	Sell	2,267 -31	-1%	-$2.21K	0.14%	183
2014 Q3	$143K	Buy	2,298 +141	+7%	+$9.09K	0.12%	213
2014 Q2	$135K	Sell	2,157 -69	-3%	-$4.34K	0.1%	235
2014 Q1	$133K	Sell	2,226 -71	-3%	-$4.06K	0.1%	232
2013 Q4	$123K	Buy	2,297 +15	+0.7%	+$892	0.09%	265
2013 Q3	$142K	Hold	2,282	–	–	0.12%	203
2013 Q2	$153K	Buy	+2,282	New	+$162K	0.13%	189

Other funds holding WELL

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

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

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 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 Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guardian Investor Services's WELL Position: Q1 2015 in Review

Guardian Investor Services increased its Welltower (WELL) stake by 6.4% in Q1 2015, buying an estimated $11.5K and bringing the position to 2,413 shares worth $187K. The position accounts for 0.15% of the portfolio, ranked #175.

Guardian Investor Services first reported a position in WELL in Q2 2013 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold WELL as of Q1 2015.

Guardian Investor Services held 2,413 shares of Welltower worth $187K as of Q1 2015.
Guardian Investor Services bought 146 Welltower shares in Q1 2015, an estimated $11.5K.
Welltower made up 0.15% of Guardian Investor Services's portfolio in Q1 2015, its #175 holding.
Guardian Investor Services first reported a position in Welltower in Q2 2013 and has held it in 8 quarters since.
637 funds tracked by Wall St. Rank held Welltower as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.