GLI
WELL.PRI

Guardian Life Insurance’s Welltower Inc. WELL.PRI Stock Holding History

Guardian Life Insurance’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
Q4 		– Sell
-222,000
Closed -$14.8M – 545
2016
Q3 		$14.8M Buy
+222,000
New +$15.2M 1.36% 24

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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Guardian Life Insurance's WELL.PRI Position: Q4 2016 in Review

Guardian Life Insurance sold out of Welltower Inc. (WELL.PRI) in Q4 2016, closing a stake of 222,000 shares — an estimated $14.8M sold.

Guardian Life Insurance first reported a position in WELL.PRI in Q3 2016 and held it in 1 quarter. The position peaked at $14.8M in Q3 2016. 71 funds tracked by Wall St. Rank hold WELL.PRI as of Q4 2016.

  • Guardian Life Insurance reported no remaining Welltower Inc. position as of Q4 2016 after selling out during the quarter.
  • Guardian Life Insurance sold 222,000 Welltower Inc. shares in Q4 2016, an estimated $14.8M.
  • Guardian Life Insurance first reported a position in Welltower Inc. in Q3 2016 and held it in 1 quarter.
  • Guardian Life Insurance's Welltower Inc. position peaked at $14.8M in Q3 2016.
  • 71 funds tracked by Wall St. Rank held Welltower Inc. as of Q4 2016.

Based on Guardian Life Insurance's 13F filing for Q4 2016, filed 14 Feb 2017.