Hirtle Callaghan & Co’s Welltower WELL Stock Holding History

Hirtle Callaghan & Co’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 Q1	–	Sell	-950	Closed	-$66K	–	137
2018 Q4	$66K	Buy	+950	New	+$64.6K	0.01%	98

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

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

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

Hirtle Callaghan & Co's WELL Position: Q1 2019 in Review

Hirtle Callaghan & Co sold out of Welltower (WELL) in Q1 2019, closing a stake of 950 shares — an estimated $66K sold.

Hirtle Callaghan & Co first reported a position in WELL in Q4 2018 and held it in 1 quarter. The position peaked at $66K in Q4 2018. 805 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

Hirtle Callaghan & Co reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
Hirtle Callaghan & Co sold 950 Welltower shares in Q1 2019, an estimated $66K.
Hirtle Callaghan & Co first reported a position in Welltower in Q4 2018 and held it in 1 quarter.
Hirtle Callaghan & Co's Welltower position peaked at $66K in Q4 2018.
805 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2019, filed 14 May 2019.