Hamilton Wealth’s Welltower WELL Stock Holding History

Hamilton Wealth’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
2019 Q3	–	Sell	-2,500	Closed	-$204K	–	46
2019 Q2	$204K	Buy	+2,500	New	+$197K	0.15%	43

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Hamilton Wealth's WELL Position: Q3 2019 in Review

Hamilton Wealth sold out of Welltower (WELL) in Q3 2019, closing a stake of 2,500 shares — an estimated $204K sold.

Hamilton Wealth first reported a position in WELL in Q2 2019 and held it in 1 quarter. The position peaked at $204K in Q2 2019. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

Hamilton Wealth reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
Hamilton Wealth sold 2,500 Welltower shares in Q3 2019, an estimated $204K.
Hamilton Wealth first reported a position in Welltower in Q2 2019 and held it in 1 quarter.
Hamilton Wealth's Welltower position peaked at $204K in Q2 2019.
817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Hamilton Wealth's 13F filing for Q3 2019, filed 16 Oct 2019.