Gupta Wealth Management’s Welltower WELL Stock Holding History

Gupta Wealth 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
2016 Q1	$10K	Sell	148 -25	-14%	-$1.61K	﹤0.01%	863
2015 Q4	$12K	Sell	173 -14	-7%	-$914	﹤0.01%	843
2015 Q3	$13K	Sell	187 -85	-31%	-$5.68K	﹤0.01%	855
2015 Q2	$18K	Sell	272 -15	-5%	-$1.08K	﹤0.01%	762
2015 Q1	$22K	Buy	+287	New	+$22.6K	0.01%	577

Other funds holding WELL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Gupta Wealth Management's WELL Position: Q1 2016 in Review

Gupta Wealth Management reduced its Welltower (WELL) stake by 14% in Q1 2016, selling an estimated $1.61K and leaving 148 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Gupta Wealth Management first reported a position in WELL in Q1 2015 and has held it in 5 quarters since. The position peaked at $22K in Q1 2015. 640 funds tracked by Wall St. Rank hold WELL as of Q1 2016.

Gupta Wealth Management held 148 shares of Welltower worth $10K as of Q1 2016.
Gupta Wealth Management sold 25 Welltower shares in Q1 2016, an estimated $1.61K.
Welltower made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #863 holding.
Gupta Wealth Management first reported a position in Welltower in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Welltower position peaked at $22K in Q1 2015.
640 funds tracked by Wall St. Rank held Welltower as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.